Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
3,424,562
-
Shares change
-
-91,645
-
Total reported value, excl. options
-
$21,674,000
-
Value change
-
-$941,372
-
Number of buys
-
17
-
Number of sells
-
-14
-
Price
-
$6.33
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2022
37 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q3 2022.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,424,562 shares
.
Largest 10 shareholders include Koshinski Asset Management, Inc. (457,429 shares), WELLS FARGO & COMPANY/MN (417,629 shares), MORGAN STANLEY (374,953 shares), Moloney Securities Asset Management, LLC (316,607 shares), STIFEL FINANCIAL CORP (234,940 shares), ADVISOR GROUP HOLDINGS, INC. (202,328 shares), Janney Montgomery Scott LLC (199,570 shares), Westchester Capital Management, LLC (184,920 shares), Foundations Investment Advisors, LLC (177,862 shares), and Uncommon Cents Investing LLC (133,477 shares).
This table shows the top 33 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.