Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
3,654,522
-
Shares change
-
+228,660
-
Total reported value, excl. options
-
$24,593,939
-
Value change
-
+$1,571,680
-
Number of buys
-
18
-
Number of sells
-
-11
-
Price
-
$6.73
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2022
37 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q4 2022.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,654,522 shares
.
Largest 10 shareholders include Koshinski Asset Management, Inc. (506,476 shares), Moloney Securities Asset Management, LLC (398,041 shares), MORGAN STANLEY (343,444 shares), WELLS FARGO & COMPANY/MN (303,048 shares), STIFEL FINANCIAL CORP (269,894 shares), Foundations Investment Advisors, LLC (257,419 shares), Janney Montgomery Scott LLC (218,967 shares), Westchester Capital Management, LLC (184,920 shares), ADVISOR GROUP HOLDINGS, INC. (182,812 shares), and Uncommon Cents Investing LLC (142,030 shares).
This table shows the top 32 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.