FT

Franklin Universal Trust

32 hedge funds and large institutions have $24.6M invested in Franklin Universal Trust in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.41M 506,476 +49,047 +11%
MSAM
2
Moloney Securities Asset Management
Missouri
$2.68M 398,041 +81,434 +26%
Morgan Stanley
3
Morgan Stanley
New York
$2.31M 343,444 -31,509 -8%
Wells Fargo
4
Wells Fargo
California
$2.04M 303,048 -114,582 -27%
Stifel Financial
5
Stifel Financial
Missouri
$1.82M 269,894 +34,954 +15%
FIA
6
Foundations Investment Advisors
Arizona
$1.73M 257,419 +79,557 +45%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.47M 218,967 +19,397 +10%
WCMNY
8
Westchester Capital Management (New York)
New York
$1.24M 184,920
Osaic Holdings
9
Osaic Holdings
Arizona
$1.23M 182,812 -19,516 -10%
UCI
10
Uncommon Cents Investing
Wisconsin
$956K 142,030 +8,553 +6%
WAM
11
Wolverine Asset Management
Illinois
$800K 118,854 +83,017 +232%
LPL Financial
12
LPL Financial
California
$747K 110,991 +18,372 +20%
SFS
13
Shaker Financial Services
Virginia
$744K 110,605 +79,598 +257%
IWC
14
Integrated Wealth Concepts
Massachusetts
$734K 109,092 +4,830 +5%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$607K 90,194 -11,721 -12%
UBS Group
16
UBS Group
Switzerland
$596K 88,535 -8,155 -8%
RJA
17
Raymond James & Associates
Florida
$239K 35,565 +2,524 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$146K 21,768 +2,000 +10%
NA
19
NewEdge Advisors
Louisiana
$143K 21,300 +1,300 +7%
WS
20
Wedbush Securities
California
$143K 21,230 -4,615 -18%
SWP
21
Stratos Wealth Partners
Ohio
$131K 19,500
PFS
22
Prospera Financial Services
Texas
$119K 17,690 +17,690 New
SWM
23
SeaCrest Wealth Management
New York
$117K 17,414 +309 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$115K 17,137 +205 +1%
LCM
25
Landscape Capital Management
New Jersey
$111K 16,432 +16,432 New