FT

Franklin Universal Trust

33 hedge funds and large institutions have $21.9M invested in Franklin Universal Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MSAM
1
Moloney Securities Asset Management
Missouri
$2.94M 437,422 +14,825 +4%
Morgan Stanley
2
Morgan Stanley
New York
$2.32M 344,129 +5,656 +2%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.27M 337,411 -198,495 -37%
Stifel Financial
4
Stifel Financial
Missouri
$1.63M 242,683 -13,514 -5%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.57M 232,716 +11,254 +5%
LPL Financial
6
LPL Financial
California
$1.47M 218,705 +83,317 +62%
Wells Fargo
7
Wells Fargo
California
$1.33M 197,245 -107,010 -35%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.27M 188,693 +47,093 +33%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.26M 186,597 +479 +0.3%
WCMNY
10
Westchester Capital Management (New York)
New York
$1.24M 184,920
UCI
11
Uncommon Cents Investing
Wisconsin
$984K 146,211 +1,820 +1%
IWC
12
Integrated Wealth Concepts
Massachusetts
$790K 117,378 -2,955 -2%
UBS Group
13
UBS Group
Switzerland
$692K 102,765 +1,375 +1%
SFS
14
Shaker Financial Services
Virginia
$330K 48,982 -28,342 -37%
RJA
15
Raymond James & Associates
Florida
$329K 48,879 +10,444 +27%
CCFM
16
Clear Creek Financial Management
Washington
$178K 26,453
Invesco
17
Invesco
Georgia
$168K 25,007 +25,007 New
WS
18
Wedbush Securities
California
$165K 24,530 +3,300 +16%
NA
19
NewEdge Advisors
Louisiana
$141K 20,900 +1,700 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$140K 20,796 -2,472 -11%
SWP
21
Stratos Wealth Partners
Ohio
$131K 19,500 +200 +1%
SWM
22
SeaCrest Wealth Management
New York
$122K 18,173 +313 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$108K 16,117 +145 +0.9%
GWM
24
Geneos Wealth Management
Colorado
$77K 11,444
CAN
25
Cetera Advisor Networks
California
$69.8K 10,367