FT

Franklin Universal Trust
FT

Overview Fund Activity

39 hedge funds and large institutions have $37.8M invested in Franklin Universal Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Clough Capital Partners
Massachusetts
$534K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.15M
3
Wells Fargo
3
Wells Fargo
California
$4.64M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.39M
5
FIA
5
FNY Investment Advisers
New York
$82K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.46M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.41M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
CL
4
CSS LLC
Illinois
$0
5
ACM
5
Anfield Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.39M 892,494 +9,541 +1%
Wells Fargo
2
Wells Fargo
California
$4.64M 560,735 +20,290 +4%
Invesco
3
Invesco
Georgia
$3.21M 388,140 +3,509 +0.9%
MSAM
4
Moloney Securities Asset Management
Missouri
$2.47M 298,116 +1,405 +0.5%
SFS
5
Shaker Financial Services
Virginia
$2.46M 297,162 -240,758 -45%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$2.41M 291,594 -165,737 -36%
Stifel Financial
7
Stifel Financial
Missouri
$2.39M 288,795 +11,005 +4%
KPWS
8
Kestra Private Wealth Services
Texas
$2.26M 272,792 +100 +0%
HI
9
Harbour Investments
Wisconsin
$1.71M 206,635 – –
AAM
10
Advisors Asset Management
Colorado
$1.28M 154,107 -2,432 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.15M 138,499 +24,232 +21%
UCI
12
Uncommon Cents Investing
Wisconsin
$842K 101,641 +2,750 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$636K 76,772 +3,520 +5%
LPL Financial
14
LPL Financial
California
$568K 68,566 +2,100 +3%
RJA
15
Raymond James & Associates
Florida
$539K 65,152 -2,887 -4%
CCP
16
Clough Capital Partners
Massachusetts
$534K 64,535 +64,535 New
UBS Group
17
UBS Group
Switzerland
$527K 63,640 +2,903 +5%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$432K 52,215 +5,670 +12%
PFS
19
Prospera Financial Services
Texas
$219K 26,430 – –
FIA
20
Foundations Investment Advisors
Arizona
$215K 25,870 -164 -0.6%
WS
21
Wedbush Securities
California
$214K 25,845 – –
TF
22
Trek Financial
Arizona
$204K 24,659 -1,595 -6%
GWM
23
Geneos Wealth Management
Colorado
$202K 24,288 +17 +0.1%
Bank of America
24
Bank of America
North Carolina
$181K 21,841 +81 +0.4%
SWP
25
Stratos Wealth Partners
Ohio
$156K 18,900 – –
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