FT

Franklin Universal Trust
FT

Overview Fund Activity

45 hedge funds and large institutions have $2.53B invested in Franklin Universal Trust in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.5B
2
AAM
2
Advisors Asset Management
Colorado
$1.3M
3
Raymond James Financial
3
Raymond James Financial
Florida
$614K
4
NWMP
4
Noble Wealth Management PBC
Colorado
$212K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$399K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.91M
3
WCMNY
3
Westchester Capital Management (New York)
New York
$979K
4
LCM
4
Landscape Capital Management
New Jersey
$421K
5
Wells Fargo
5
Wells Fargo
California
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.5B 342,280 +396 +0.1%
MSAM
2
Moloney Securities Asset Management
Missouri
$4.92M 673,296 +12,380 +2%
LPL Financial
3
LPL Financial
California
$4.77M 652,535 +2,245 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$2.54M 348,045 +1,796 +0.5%
Stifel Financial
5
Stifel Financial
Missouri
$2M 273,464 +16,882 +7%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.91M 261,755 -64,071 -20%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.38M 189,212 +7,341 +4%
AAM
8
Advisors Asset Management
Colorado
$1.3M 177,358 +177,358 New
UCI
9
Uncommon Cents Investing
Wisconsin
$1.26M 172,402 +1,923 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.2M 163,545 -2,989 -2%
Wells Fargo
11
Wells Fargo
California
$1.07M 146,945 -15,898 -10%
WCMNY
12
Westchester Capital Management (New York)
New York
$979K 133,917 -26,003 -16%
IWC
13
Integrated Wealth Concepts
Massachusetts
$926K 126,722 – –
SA
14
Sanctuary Advisors
Indiana
$893K 118,249 -7,250 -6%
UBS Group
15
UBS Group
Switzerland
$868K 118,746 +11,614 +11%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$867K 118,611 +21,488 +22%
Raymond James Financial
17
Raymond James Financial
Florida
$614K 84,011 +84,011 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$582K 79,609 -4,177 -5%
LCM
19
Landscape Capital Management
New Jersey
$421K 57,572 -24,696 -30%
ATS
20
Ashton Thomas Securities
New York
$410K 56,050 -1,500 -3%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$399K 54,628 +22,433 +70%
SFS
22
Shaker Financial Services
Virginia
$374K 51,188 +11,042 +28%
NWMP
23
Noble Wealth Management PBC
Colorado
$212K 29,000 +29,000 New
CCFM
24
Clear Creek Financial Management
Washington
$193K 26,453 – –
HighTower Advisors
25
HighTower Advisors
Illinois
$184K 25,144 -3,660 -13%
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