FT

Franklin Universal Trust

41 hedge funds and large institutions have $35.1M invested in Franklin Universal Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.9M 604,521 -287,973 -32%
Wells Fargo
2
Wells Fargo
California
$4.53M 558,420 -2,315 -0.4%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.75M 462,152 +170,558 +58%
Invesco
4
Invesco
Georgia
$2.8M 345,174 -42,966 -11%
Stifel Financial
5
Stifel Financial
Missouri
$2.42M 298,501 +9,706 +3%
MSAM
6
Moloney Securities Asset Management
Missouri
$2.36M 290,626 -7,490 -3%
KPWS
7
Kestra Private Wealth Services
Texas
$2.18M 269,155 -3,637 -1%
SFS
8
Shaker Financial Services
Virginia
$1.87M 230,617 -66,545 -22%
HI
9
Harbour Investments
Wisconsin
$1.68M 206,636 +1 +0%
AAM
10
Advisors Asset Management
Colorado
$1.21M 149,657 -4,450 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.12M 138,177 -322 -0.2%
UCI
12
Uncommon Cents Investing
Wisconsin
$822K 101,316 -325 -0.3%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$688K 84,831 +32,616 +62%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$641K 79,060 +2,288 +3%
LPL Financial
15
LPL Financial
California
$579K 71,361 +2,795 +4%
UBS Group
16
UBS Group
Switzerland
$572K 70,566 +6,926 +11%
RJA
17
Raymond James & Associates
Florida
$371K 45,697 -19,455 -30%
CCP
18
Clough Capital Partners
Massachusetts
$307K 37,883 -26,652 -41%
FIA
19
Foundations Investment Advisors
Arizona
$215K 26,106 +236 +0.9%
PFS
20
Prospera Financial Services
Texas
$214K 26,430
WS
21
Wedbush Securities
California
$210K 25,845
GWM
22
Geneos Wealth Management
Colorado
$198K 24,317 +29 +0.1%
Bank of America
23
Bank of America
North Carolina
$178K 21,932 +91 +0.4%
TF
24
Trek Financial
Arizona
$169K 20,861 -3,798 -15%
SWP
25
Stratos Wealth Partners
Ohio
$155K 19,100 +200 +1%