Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
3,654,522
-
Share change
-
+228,660
-
Total reported value
-
$24,593,939
-
Price per share
-
$6.73
-
Number of holders
-
32
-
Value change
-
+$1,571,680
-
Number of buys
-
18
-
Number of sells
-
11
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2022
As of 31 Dec 2022,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,654,522 shares.
The largest 10 holders included
Koshinski Asset Management, Inc., Moloney Securities Asset Management, LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, STIFEL FINANCIAL CORP, Foundations Investment Advisors, LLC, Janney Montgomery Scott LLC, Westchester Capital Management, LLC, ADVISOR GROUP HOLDINGS, INC., and Uncommon Cents Investing LLC.
This page lists
32
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| 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.