Q1 2022 13F Holders as of 3/31/2022
-
Type / Class
-
Equity / SH BEN INT
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Number of holders
-
31
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Total 13F shares, excl. options
-
3.41M
-
Shares change
-
-490K
-
Total reported value, excl. options
-
$27.6M
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Value change
-
-$4.14M
-
Number of buys
-
16
-
Number of sells
-
-17
-
Price
-
$8.10
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2022
38 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q1 2022.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.41M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (492K shares), Koshinski Asset Management, Inc. (463K shares), MORGAN STANLEY (380K shares), STIFEL FINANCIAL CORP (348K shares), Moloney Securities Asset Management, LLC (304K shares), Invesco Ltd. (300K shares), Westchester Capital Management, LLC (185K shares), ADVISOR GROUP HOLDINGS, INC. (148K shares), Uncommon Cents Investing LLC (121K shares), and Hennion & Walsh Asset Management, Inc. (104K shares).
This table shows the top 31 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.