FT

Franklin Universal Trust

38 hedge funds and large institutions have $33M invested in Franklin Universal Trust in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.87M 576,010 -28,511 -5%
Wells Fargo
2
Wells Fargo
California
$4.58M 541,456 -16,964 -3%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.91M 462,390 +238 +0.1%
Invesco
4
Invesco
Georgia
$3.04M 359,179 +14,005 +4%
MSAM
5
Moloney Securities Asset Management
Missouri
$2.46M 290,637 +11 +0%
Stifel Financial
6
Stifel Financial
Missouri
$2.43M 286,745 -11,756 -4%
SFS
7
Shaker Financial Services
Virginia
$2.24M 264,873 +34,256 +15%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.25M 147,263 +9,086 +7%
Ameriprise
9
Ameriprise
Minnesota
$1.11M 130,610 +130,610 New
UCI
10
Uncommon Cents Investing
Wisconsin
$894K 105,650 +4,334 +4%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$887K 104,882 +20,051 +24%
UBS Group
12
UBS Group
Switzerland
$684K 80,910 +10,344 +15%
LPL Financial
13
LPL Financial
California
$618K 73,044 +1,683 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$419K 49,527 -29,533 -37%
KPWS
15
Kestra Private Wealth Services
Texas
$354K 41,875 -227,280 -84%
AAM
16
Advisors Asset Management
Colorado
$320K 37,856 -111,801 -75%
RJA
17
Raymond James & Associates
Florida
$315K 37,241 -8,456 -19%
FIA
18
Foundations Investment Advisors
Arizona
$288K 34,907 +8,801 +34%
PFS
19
Prospera Financial Services
Texas
$223K 26,430
WS
20
Wedbush Securities
California
$219K 25,845
GWM
21
Geneos Wealth Management
Colorado
$205K 24,348 +31 +0.1%
CCP
22
Clough Capital Partners
Massachusetts
$177K 20,937 -16,946 -45%
TF
23
Trek Financial
Arizona
$176K 20,861
Bank of America
24
Bank of America
North Carolina
$173K 20,415 -1,517 -7%
SWP
25
Stratos Wealth Partners
Ohio
$162K 19,100