FT

Franklin Universal Trust
FT

Overview Fund Activity

36 hedge funds and large institutions have $26.6M invested in Franklin Universal Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$1.01M
2
RW
2
RVW Wealth
California
$333K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.82M
4
CCFM
4
Clear Creek Financial Management
Washington
$189K
5
MSAM
5
Moloney Securities Asset Management
Missouri
$3.01M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
SFS
2
Shaker Financial Services
Virginia
$551K
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$1.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.82M 535,906 +29,430 +6%
MSAM
2
Moloney Securities Asset Management
Missouri
$3.01M 422,597 +24,556 +6%
Morgan Stanley
3
Morgan Stanley
New York
$2.41M 338,473 -4,971 -1%
Wells Fargo
4
Wells Fargo
California
$2.17M 304,255 +1,207 +0.4%
FIA
5
Foundations Investment Advisors
Arizona
$2M 280,404 +22,985 +9%
Stifel Financial
6
Stifel Financial
Missouri
$1.83M 256,197 -13,697 -5%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.58M 221,462 +2,495 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.33M 186,118 +3,306 +2%
WCMNY
9
Westchester Capital Management (New York)
New York
$1.32M 184,920 – –
UCI
10
Uncommon Cents Investing
Wisconsin
$1.03M 144,391 +2,361 +2%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$1.01M 141,600 +51,406 +57%
LPL Financial
12
LPL Financial
California
$965K 135,388 +24,397 +22%
IWC
13
Integrated Wealth Concepts
Massachusetts
$858K 120,333 +11,241 +10%
UBS Group
14
UBS Group
Switzerland
$723K 101,390 +12,855 +15%
SFS
15
Shaker Financial Services
Virginia
$551K 77,324 -33,281 -30%
RW
16
RVW Wealth
California
$333K 46,700 +46,700 New
RJA
17
Raymond James & Associates
Florida
$274K 38,435 +2,870 +8%
CCFM
18
Clear Creek Financial Management
Washington
$189K 26,453 +26,453 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$166K 23,268 +1,500 +7%
WS
20
Wedbush Securities
California
$151K 21,230 – –
SWP
21
Stratos Wealth Partners
Ohio
$138K 19,300 -200 -1%
NA
22
NewEdge Advisors
Louisiana
$130K 19,200 -2,100 -10%
SWM
23
SeaCrest Wealth Management
New York
$127K 17,860 +446 +3%
PFS
24
Prospera Financial Services
Texas
$126K 17,690 – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$114K 15,972 -1,165 -7%
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