Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
3,516,207
-
Shares change
-
+139,762
-
Total reported value, excl. options
-
$26,210,000
-
Value change
-
+$983,848
-
Number of buys
-
17
-
Number of sells
-
-11
-
Price
-
$7.45
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2022
34 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q2 2022.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,516,207 shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (496,094 shares), Koshinski Asset Management, Inc. (464,155 shares), MORGAN STANLEY (381,823 shares), Moloney Securities Asset Management, LLC (313,674 shares), Invesco Ltd. (292,262 shares), STIFEL FINANCIAL CORP (250,979 shares), ADVISOR GROUP HOLDINGS, INC. (204,604 shares), Westchester Capital Management, LLC (184,920 shares), Foundations Investment Advisors, LLC (134,884 shares), and Uncommon Cents Investing LLC (130,583 shares).
This table shows the top 30 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.