Security key
355145103
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 3,654,522
- Total 13F value
- $24,593,939
- Share change
- +228,660
- SEC-reported price per share
- $6.73
- Number of holders
- 32
- Value change
- +$1,571,680
- Number of buys
- 18
- Number of sells
- 11
Report period
Q4 2022
Institutions
32
Top holders
10
FT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2023
Previous quarter: Q3 2022
FRANKLIN UNIVERSAL TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 355145103
Recent filing periods:
Ownership snapshot
Top reported holders of FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Koshinski Asset Managemen...
Disclosed value leader
Koshinski Asset Managemen...
Comparable rows
0/15
Latest evidence
30 Sep 2022
13F
Highest disclosed value: $2,896,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Koshinski Asset Management, Inc. has the largest disclosed position value at $2.9M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Koshinski Asset Management, Inc.'s linked filing trail.
Disclosed position value
Top 5
Koshinski Asset Management, Inc.
$2.9M
WELLS FARGO & COMPANY/MN
$2.64M
MORGAN STANLEY
$2.37M
Moloney Securities Asset Manageme...
$2M
STIFEL FINANCIAL CORP
$1.49M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$2,896,000
457,429 shares
|
— | 30 Sep 2022 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$2,643,000
417,629 shares
|
— | 30 Sep 2022 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$2,373,000
374,953 shares
|
— | 30 Sep 2022 |
| Moloney Securities Asset Management, LLC |
13F
Company
|
—
class O/S missing
|
$2,004,000
316,607 shares
|
— | 30 Sep 2022 |
| STIFEL FINANCIAL CORP |
13F
Company
|
—
class O/S missing
|
$1,487,000
234,940 shares
|
— | 30 Sep 2022 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
—
class O/S missing
|
$1,281,000
202,328 shares
|
— | 30 Sep 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
32
Shares
3,654,522
Rows available
32
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
33
Q4 2022 holders
32
Holder diff
-1
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 value | Q4 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend