Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
4,088,401
-
Shares change
-
+146,181
-
Total reported value, excl. options
-
$24,988,000
-
Value change
-
+$685,014
-
Number of buys
-
20
-
Number of sells
-
-20
-
Price
-
$6.11
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2020
50 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q1 2020.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,088,401 shares
.
Largest 10 shareholders include MORGAN STANLEY (703,727 shares), WELLS FARGO & COMPANY/MN (515,452 shares), Koshinski Asset Management, Inc. (485,433 shares), Invesco Ltd. (400,815 shares), STIFEL FINANCIAL CORP (298,556 shares), Moloney Securities Asset Management, LLC (207,419 shares), Advisors Asset Management, Inc. (192,478 shares), Bulldog Investors, LLC (158,848 shares), Advisor Group Holdings, Inc. (157,867 shares), and Shaker Financial Services, LLC (149,478 shares).
This table shows the top 40 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.