Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
3,902,094
-
Shares change
-
-412,906
-
Total reported value, excl. options
-
$33,002,823
-
Value change
-
-$3,412,316
-
Number of buys
-
17
-
Number of sells
-
-17
-
Price
-
$8.46
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2021
42 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q4 2021.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,902,094 shares
.
Largest 10 shareholders include MORGAN STANLEY (576,010 shares), WELLS FARGO & COMPANY/MN (541,455 shares), Koshinski Asset Management, Inc. (462,390 shares), Invesco Ltd. (359,179 shares), Moloney Securities Asset Management, LLC (290,637 shares), STIFEL FINANCIAL CORP (286,745 shares), Shaker Financial Services, LLC (264,873 shares), ADVISOR GROUP HOLDINGS, INC. (147,263 shares), AMERIPRISE FINANCIAL INC (130,610 shares), and Uncommon Cents Investing LLC (105,650 shares).
This table shows the top 37 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.