FT

Franklin Universal Trust
FT

Overview Fund Activity

36 hedge funds and large institutions have $26.4M invested in Franklin Universal Trust in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.91M
2
CA
2
Cetera Advisors
Colorado
$514K
3
WAM
3
Wolverine Asset Management
Illinois
$933K
4
MSAM
4
Moloney Securities Asset Management
Missouri
$4.16M
5
LCM
5
Landscape Capital Management
New Jersey
$560K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.48M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.36M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$660K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
UBS Group
5
UBS Group
Switzerland
$527K
Name Market Value Shares Shares
Change 		Shares
Change %
MSAM
1
Moloney Securities Asset Management
Missouri
$4.16M 626,915 +62,476 +11%
LPL Financial
2
LPL Financial
California
$3.91M 588,476 +78,671 +15%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.36M 354,786 -188,914 -35%
Stifel Financial
4
Stifel Financial
Missouri
$1.69M 254,322 -7,641 -3%
Morgan Stanley
5
Morgan Stanley
New York
$1.48M 222,845 -461,045 -67%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.47M 220,671 +37,408 +20%
WCMNY
7
Westchester Capital Management (New York)
New York
$1.23M 184,920 – –
Wells Fargo
8
Wells Fargo
California
$1.16M 174,297 -928 -0.5%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.15M 172,780 -6,346 -4%
UCI
10
Uncommon Cents Investing
Wisconsin
$1.09M 164,674 +3,824 +2%
WAM
11
Wolverine Asset Management
Illinois
$933K 140,446 +69,617 +98%
IWC
12
Integrated Wealth Concepts
Massachusetts
$752K 113,228 -814 -0.7%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$660K 99,388 -43,885 -31%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$584K 87,979 +12,730 +17%
LCM
15
Landscape Capital Management
New Jersey
$560K 84,360 +39,948 +90%
UBS Group
16
UBS Group
Switzerland
$527K 79,399 -18,925 -19%
CA
17
Cetera Advisors
Colorado
$514K 77,484 +77,484 New
RJA
18
Raymond James & Associates
Florida
$338K 50,908 +639 +1%
SFS
19
Shaker Financial Services
Virginia
$293K 44,121 +20,699 +88%
CCFM
20
Clear Creek Financial Management
Washington
$176K 26,453 – –
Invesco
21
Invesco
Georgia
$166K 24,987 -11 -0%
WS
22
Wedbush Securities
California
$163K 24,530 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$155K 23,310 +2,514 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$134K 20,105 +20,105 New
SWP
25
Stratos Wealth Partners
Ohio
$129K 19,500 – –
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