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FT

Franklin Universal Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.3M -$420K -56,962 -7%
Wells Fargo
2
Wells Fargo
California
$3.15M -$48.1K -6,516 -1%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.97M +$3.79K +513 +0.1%
Invesco
4
Invesco
Georgia
$2.45M +$230K +31,190 +8%
Stifel Financial
5
Stifel Financial
Missouri
$1.83M +$199K +26,954 +10%
MSAM
6
Moloney Securities Asset Management
Missouri
$1.27M +$151K +20,475 +11%
AAM
7
Advisors Asset Management
Colorado
$1.19M +$165K +22,317 +13%
BI
8
Bulldog Investors
New Jersey
$971K -$10.5K -1,416 -0.9%
Osaic Holdings
9
Osaic Holdings
Arizona
$965K +$1.17M +157,867 New
SFS
10
Shaker Financial Services
Virginia
$913K +$1.1M +149,478 New
UCI
11
Uncommon Cents Investing
Wisconsin
$542K +$50K +6,776 +8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$538K -$1.09K -148 -0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$488K -$14.4K -1,948 -2%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$400K -$4.63K -627 -0.9%
RJA
15
Raymond James & Associates
Florida
$358K -$431K -58,371 -50%
Bank of America
16
Bank of America
North Carolina
$312K +$170K +23,016 +82%
Goldman Sachs
17
Goldman Sachs
New York
$259K +$313K +42,371 New
CRC
18
Curi RMB Capital
Illinois
$248K +$299K +40,572 New
GWM
19
Geneos Wealth Management
Colorado
$190K -$1.68K -227 -0.7%
UBS Group
20
UBS Group
Switzerland
$189K +$34.2K +4,631 +18%
First Manhattan
21
First Manhattan
New York
$175K
DA
22
Doliver Advisors
Texas
$156K +$56.7K +7,681 +47%
WS
23
Wedbush Securities
California
$139K +$10.7K +1,445 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$116K +$657 +89 +0.5%
LPL Financial
25
LPL Financial
California
$116K +$18.5K +2,510 +15%