FT

Franklin Universal Trust

36 hedge funds and large institutions have $28.7M invested in Franklin Universal Trust in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.55M 683,890 +340,126 +99%
MSAM
2
Moloney Securities Asset Management
Missouri
$3.75M 564,439 +68,344 +14%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.62M 543,700 +176,355 +48%
LPL Financial
4
LPL Financial
California
$3.39M 509,805 +163,118 +47%
Stifel Financial
5
Stifel Financial
Missouri
$1.74M 261,963 +29,562 +13%
WCMNY
6
Westchester Capital Management (New York)
New York
$1.23M 184,920
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$1.22M 183,263 +34,302 +23%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.19M 179,126 -17,711 -9%
Wells Fargo
9
Wells Fargo
California
$1.17M 175,225 -6,671 -4%
UCI
10
Uncommon Cents Investing
Wisconsin
$1.07M 160,850 +6,510 +4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$953K 143,273 -100,452 -41%
IWC
12
Integrated Wealth Concepts
Massachusetts
$758K 114,042 -2,763 -2%
UBS Group
13
UBS Group
Switzerland
$654K 98,324 -9,177 -9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$500K 75,249 +75,249 New
WAM
15
Wolverine Asset Management
Illinois
$471K 70,829 +69,166 +4,159%
RJA
16
Raymond James & Associates
Florida
$334K 50,269 -1,825 -4%
LCM
17
Landscape Capital Management
New Jersey
$295K 44,412 +44,412 New
CCFM
18
Clear Creek Financial Management
Washington
$176K 26,453
Invesco
19
Invesco
Georgia
$166K 24,998 -291 -1%
WS
20
Wedbush Securities
California
$163K 24,530
SFS
21
Shaker Financial Services
Virginia
$156K 23,422 -17,490 -43%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$145K 21,867 +6,154 +39%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$138K 20,796
SWP
24
Stratos Wealth Partners
Ohio
$130K 19,500
SWM
25
SeaCrest Wealth Management
New York
$126K 18,963 +468 +3%