Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
4,448,309
-
Shares change
-
+24,332
-
Total reported value, excl. options
-
$30,446,000
-
Value change
-
+$173,557
-
Number of buys
-
17
-
Number of sells
-
-23
-
Price
-
$6.82
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2020
46 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q3 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 4,448,309 shares
.
Largest 10 shareholders include MORGAN STANLEY (728,114 shares), WELLS FARGO & COMPANY/MN (600,360 shares), Koshinski Asset Management, Inc. (490,488 shares), Invesco Ltd. (362,334 shares), Shaker Financial Services, LLC (361,227 shares), Moloney Securities Asset Management, LLC (290,691 shares), STIFEL FINANCIAL CORP (263,634 shares), KESTRA PRIVATE WEALTH SERVICES, LLC (261,796 shares), Advisors Asset Management, Inc. (204,734 shares), and ADVISOR GROUP HOLDINGS, INC. (128,945 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.