Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
4,162,181
-
Shares change
-
+74,724
-
Total reported value, excl. options
-
$27,725,000
-
Value change
-
+$509,523
-
Number of buys
-
15
-
Number of sells
-
-22
-
Price
-
$6.66
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2020
44 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q2 2020.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,162,181 shares
.
Largest 10 shareholders include MORGAN STANLEY (712,005 shares), WELLS FARGO & COMPANY/MN (602,934 shares), Koshinski Asset Management, Inc. (481,992 shares), Invesco Ltd. (395,899 shares), STIFEL FINANCIAL CORP (283,175 shares), Moloney Securities Asset Management, LLC (267,230 shares), Advisors Asset Management, Inc. (209,294 shares), Shaker Financial Services, LLC (170,120 shares), Bulldog Investors, LLC (158,848 shares), and ADVISOR GROUP HOLDINGS, INC. (137,786 shares).
This table shows the top 38 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.