FT

Franklin Universal Trust
FT

Overview Fund Activity

40 hedge funds and large institutions have $30.7M invested in Franklin Universal Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% 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
15
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.03M
2
SA
2
Sanctuary Advisors
Indiana
$843K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.33M
4
ATS
4
Ashton Thomas Securities
New York
$394K
5
LPL Financial
5
LPL Financial
California
$4.34M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.34M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.1M
3
Wells Fargo
3
Wells Fargo
California
$1.12M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.67M
5
WS
5
Wedbush Securities
California
$119K
Name Market Value Shares Shares
Change 		Shares
Change %
MSAM
1
Moloney Securities Asset Management
Missouri
$4.45M 653,758 +26,843 +4%
LPL Financial
2
LPL Financial
California
$4.34M 637,471 +48,995 +8%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.34M 341,525 -13,261 -4%
Morgan Stanley
4
Morgan Stanley
New York
$2.33M 342,742 +119,897 +54%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.78M 262,024 +41,353 +19%
Stifel Financial
6
Stifel Financial
Missouri
$1.67M 245,535 -8,787 -3%
WCMNY
7
Westchester Capital Management (New York)
New York
$1.26M 184,920 – –
UCI
8
Uncommon Cents Investing
Wisconsin
$1.15M 168,431 +3,757 +2%
Wells Fargo
9
Wells Fargo
California
$1.12M 163,774 -10,523 -6%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.1M 161,900 -10,880 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.03M 151,663 +131,558 +654%
WAM
12
Wolverine Asset Management
Illinois
$992K 145,638 +5,192 +4%
SA
13
Sanctuary Advisors
Indiana
$843K 128,240 +128,240 New
IWC
14
Integrated Wealth Concepts
Massachusetts
$771K 113,228 – –
UBS Group
15
UBS Group
Switzerland
$734K 107,819 +28,420 +36%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$648K 95,182 -4,206 -4%
LCM
17
Landscape Capital Management
New Jersey
$636K 93,459 +9,099 +11%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$620K 91,087 +3,108 +4%
RJA
19
Raymond James & Associates
Florida
$429K 63,031 +12,123 +24%
ATS
20
Ashton Thomas Securities
New York
$394K 57,550 +57,550 New
SFS
21
Shaker Financial Services
Virginia
$264K 38,813 -5,308 -12%
KAS
22
Kestra Advisory Services
Texas
$202K 29,682 +29,682 New
CCFM
23
Clear Creek Financial Management
Washington
$180K 26,453 – –
HighTower Advisors
24
HighTower Advisors
Illinois
$179K 27,450 +27,450 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$145K 21,284 -2,026 -9%
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