FT

Franklin Universal Trust

34 hedge funds and large institutions have $21.7M invested in Franklin Universal Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.9M 457,429 -6,726 -1%
Wells Fargo
2
Wells Fargo
California
$2.64M 417,630 -78,465 -16%
Morgan Stanley
3
Morgan Stanley
New York
$2.37M 374,953 -6,870 -2%
MSAM
4
Moloney Securities Asset Management
Missouri
$2M 316,607 +2,933 +0.9%
Stifel Financial
5
Stifel Financial
Missouri
$1.49M 234,940 -16,039 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.28M 202,328 -2,276 -1%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.26M 199,570 +136,716 +218%
WCMNY
8
Westchester Capital Management (New York)
New York
$1.17M 184,920
FIA
9
Foundations Investment Advisors
Arizona
$1.13M 177,862 +42,978 +32%
UCI
10
Uncommon Cents Investing
Wisconsin
$845K 133,477 +2,894 +2%
IWC
11
Integrated Wealth Concepts
Massachusetts
$660K 104,262 +15,454 +17%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$645K 101,915 -256 -0.3%
UBS Group
13
UBS Group
Switzerland
$612K 96,690 -406 -0.4%
LPL Financial
14
LPL Financial
California
$586K 92,619 +5,454 +6%
WAM
15
Wolverine Asset Management
Illinois
$226K 35,837 +35,837 New
RJA
16
Raymond James & Associates
Florida
$209K 33,041 -2,000 -6%
SFS
17
Shaker Financial Services
Virginia
$196K 31,007 +31,007 New
Jane Street
18
Jane Street
New York
$179K 28,333 +28,333 New
Goldman Sachs
19
Goldman Sachs
New York
$172K 27,200 +27,200 New
WS
20
Wedbush Securities
California
$164K 25,845
NA
21
NewEdge Advisors
Louisiana
$127K 20,000 +500 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$125K 19,768 +441 +2%
SWP
23
Stratos Wealth Partners
Ohio
$123K 19,500
SWM
24
SeaCrest Wealth Management
New York
$108K 17,105 +780 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$107K 16,932 +125 +0.7%