FT

Franklin Universal Trust
FT

Overview Fund Activity

35 hedge funds and large institutions have $21.9M invested in Franklin Universal Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.2M
2
MSAM
2
Moloney Securities Asset Management
Missouri
$3.15M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.33M
4
Comerica Bank
4
Comerica Bank
Texas
$116K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$99.8K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$946K
2
Wells Fargo
2
Wells Fargo
California
$1.16M
3
CAN
3
Cetera Advisor Networks
California
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$1.48M
Name Market Value Shares Shares
Change 		Shares
Change %
MSAM
1
Moloney Securities Asset Management
Missouri
$3.15M 496,095 +58,673 +13%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.33M 367,345 +29,934 +9%
LPL Financial
3
LPL Financial
California
$2.2M 346,687 +127,982 +59%
Morgan Stanley
4
Morgan Stanley
New York
$2.18M 343,764 -365 -0.1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.55M 243,725 +11,009 +5%
Stifel Financial
6
Stifel Financial
Missouri
$1.48M 232,401 -10,282 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.25M 196,837 +10,240 +5%
WCMNY
8
Westchester Capital Management (New York)
New York
$1.17M 184,920 – –
Wells Fargo
9
Wells Fargo
California
$1.16M 181,896 -15,349 -8%
UCI
10
Uncommon Cents Investing
Wisconsin
$980K 154,340 +8,129 +6%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$946K 148,961 -39,732 -21%
IWC
12
Integrated Wealth Concepts
Massachusetts
$742K 116,805 -573 -0.5%
UBS Group
13
UBS Group
Switzerland
$683K 107,501 +4,736 +5%
RJA
14
Raymond James & Associates
Florida
$331K 52,094 +3,215 +7%
SFS
15
Shaker Financial Services
Virginia
$260K 40,912 -8,070 -16%
CCFM
16
Clear Creek Financial Management
Washington
$168K 26,453 – –
Invesco
17
Invesco
Georgia
$161K 25,289 +282 +1%
WS
18
Wedbush Securities
California
$156K 24,530 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$132K 20,796 – –
SWP
20
Stratos Wealth Partners
Ohio
$124K 19,500 – –
SWM
21
SeaCrest Wealth Management
New York
$117K 18,495 +322 +2%
Comerica Bank
22
Comerica Bank
Texas
$116K 18,200 +18,200 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$103K 16,264 +147 +0.9%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$99.8K 15,713 +15,713 New
NA
25
NewEdge Advisors
Louisiana
$88.3K 13,900 -7,000 -33%
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