Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
39
-
Total 13F shares, excl. options
-
4.33M
-
Shares change
-
-236K
-
Total reported value, excl. options
-
$35.1M
-
Value change
-
-$1.92M
-
Number of buys
-
20
-
Number of sells
-
-15
-
Price
-
$8.11
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2021
42 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q3 2021.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.33M shares
.
Largest 10 shareholders include MORGAN STANLEY (605K shares), WELLS FARGO & COMPANY/MN (558K shares), Koshinski Asset Management, Inc. (462K shares), Invesco Ltd. (345K shares), STIFEL FINANCIAL CORP (299K shares), Moloney Securities Asset Management, LLC (291K shares), KESTRA PRIVATE WEALTH SERVICES, LLC (269K shares), Shaker Financial Services, LLC (231K shares), HARBOUR INVESTMENTS, INC. (207K shares), and Advisors Asset Management, Inc. (150K shares).
This table shows the top 39 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.