FT

Franklin Universal Trust

45 hedge funds and large institutions have $35.1M invested in Franklin Universal Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MSAM
1
Moloney Securities Asset Management
Missouri
$5M 660,916 +7,158 +1%
LPL Financial
2
LPL Financial
California
$4.92M 650,290 +12,819 +2%
Morgan Stanley
3
Morgan Stanley
New York
$2.62M 346,249 +3,507 +1%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$2.58M 341,884 +359 +0.1%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.46M 325,826 +63,802 +24%
Stifel Financial
6
Stifel Financial
Missouri
$1.94M 256,582 +11,047 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.37M 181,871 +19,971 +12%
UCI
8
Uncommon Cents Investing
Wisconsin
$1.29M 170,479 +2,048 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.26M 166,534 +14,871 +10%
Wells Fargo
10
Wells Fargo
California
$1.23M 162,843 -931 -0.6%
WCMNY
11
Westchester Capital Management (New York)
New York
$1.21M 159,920 -25,000 -14%
SA
12
Sanctuary Advisors
Indiana
$961K 125,499 -2,741 -2%
IWC
13
Integrated Wealth Concepts
Massachusetts
$958K 126,722 +13,494 +12%
UBS Group
14
UBS Group
Switzerland
$810K 107,132 -687 -0.6%
WAM
15
Wolverine Asset Management
Illinois
$758K 100,329 -45,309 -31%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$734K 97,123 +1,941 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$633K 83,786 -7,301 -8%
LCM
18
Landscape Capital Management
New Jersey
$622K 82,268 -11,191 -12%
RJA
19
Raymond James & Associates
Florida
$478K 63,273 +242 +0.4%
ATS
20
Ashton Thomas Securities
New York
$435K 57,550
SFS
21
Shaker Financial Services
Virginia
$304K 40,146 +1,333 +3%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$243K 32,195 +32,195 New
KAS
23
Kestra Advisory Services
Texas
$228K 30,185 +503 +2%
HighTower Advisors
24
HighTower Advisors
Illinois
$218K 28,804 +1,354 +5%
CCFM
25
Clear Creek Financial Management
Washington
$200K 26,453