Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
4,945,097
-
Share change
-
-136,124
-
Total reported value
-
$37,092,500
-
Price per share
-
$7.50
-
Number of holders
-
41
-
Value change
-
-$1,015,940
-
Number of buys
-
22
-
Number of sells
-
18
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2021
As of 31 Mar 2021,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,945,097 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Shaker Financial Services, LLC, Koshinski Asset Management, Inc., Invesco Ltd., Moloney Securities Asset Management, LLC, STIFEL FINANCIAL CORP, KESTRA PRIVATE WEALTH SERVICES, LLC, HARBOUR INVESTMENTS, INC., and Advisors Asset Management, Inc..
This page lists
41
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| 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.