FT

Franklin Universal Trust

31 hedge funds and large institutions have $26.2M invested in Franklin Universal Trust in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$3.7M 496,095 +3,759 +0.8%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$3.46M 464,155 +703 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$2.85M 381,823 +1,387 +0.4%
MSAM
4
Moloney Securities Asset Management
Missouri
$2.34M 313,674 +9,221 +3%
Invesco
5
Invesco
Georgia
$2.18M 292,262 -7,998 -3%
Stifel Financial
6
Stifel Financial
Missouri
$1.87M 250,979 -96,624 -28%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.53M 204,604 +56,790 +38%
WCMNY
8
Westchester Capital Management (New York)
New York
$1.38M 184,920
FIA
9
Foundations Investment Advisors
Arizona
$1.01M 134,884 +87,765 +186%
UCI
10
Uncommon Cents Investing
Wisconsin
$973K 130,583 +9,493 +8%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$761K 102,171 -1,459 -1%
UBS Group
12
UBS Group
Switzerland
$723K 97,096 +818 +0.8%
IWC
13
Integrated Wealth Concepts
Massachusetts
$662K 88,808 +88,808 New
LPL Financial
14
LPL Financial
California
$649K 87,165 +9,019 +12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$468K 62,854 +62,854 New
RJA
16
Raymond James & Associates
Florida
$261K 35,041
WS
17
Wedbush Securities
California
$193K 25,845
GWM
18
Geneos Wealth Management
Colorado
$187K 24,433 +44 +0.2%
SWP
19
Stratos Wealth Partners
Ohio
$145K 19,500 +200 +1%
NA
20
NewEdge Advisors
Louisiana
$145K 19,500 +3,400 +21%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$144K 19,327 +2,483 +15%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$125K 16,807 -871 -5%
SWM
23
SeaCrest Wealth Management
New York
$122K 16,325 -257 -2%
Bank of America
24
Bank of America
North Carolina
$88K 11,789 -3,276 -22%
TF
25
Trek Financial
Arizona
$83K 11,173 -6,939 -38%