FT

Franklin Universal Trust

32 hedge funds and large institutions have $27.6M invested in Franklin Universal Trust in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
32
Holders Change
-6
Holders Change %
-15.79%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$3.99M 492,336 -49,120 -9%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$3.75M 463,452 +1,062 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$3.08M 380,436 -195,574 -34%
Stifel Financial
4
Stifel Financial
Missouri
$2.82M 347,603 +60,858 +21%
MSAM
5
Moloney Securities Asset Management
Missouri
$2.47M 304,453 +13,816 +5%
Invesco
6
Invesco
Georgia
$2.43M 300,260 -58,919 -16%
WCMNY
7
Westchester Capital Management (New York)
New York
$1.5M 184,920 +184,920 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.2M 147,814 +551 +0.4%
UCI
9
Uncommon Cents Investing
Wisconsin
$981K 121,090 +15,440 +15%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$839K 103,630 -1,252 -1%
UBS Group
11
UBS Group
Switzerland
$780K 96,278 +15,368 +19%
LPL Financial
12
LPL Financial
California
$633K 78,146 +5,102 +7%
FIA
13
Foundations Investment Advisors
Arizona
$378K 47,119 +12,212 +35%
KPWS
14
Kestra Private Wealth Services
Texas
$328K 40,515 -1,360 -3%
RJA
15
Raymond James & Associates
Florida
$284K 35,041 -2,200 -6%
PPA
16
Parametric Portfolio Associates
Washington
$258K 31,905 +31,905 New
PFS
17
Prospera Financial Services
Texas
$214K 26,430
WS
18
Wedbush Securities
California
$209K 25,845
GWM
19
Geneos Wealth Management
Colorado
$197K 24,389 +41 +0.2%
SWP
20
Stratos Wealth Partners
Ohio
$156K 19,300 +200 +1%
TF
21
Trek Financial
Arizona
$147K 18,112 -2,749 -13%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$143K 17,678 +202 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$136K 16,844 -32,683 -66%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$135K 16,672 +2,743 +20%
SWM
25
SeaCrest Wealth Management
New York
$134K 16,582 +328 +2%