Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
3,968,256
-
Share change
-
+519,058
-
Total reported value
-
$26,385,728
-
Price per share
-
$6.65
-
Number of holders
-
36
-
Value change
-
+$3,453,036
-
Number of buys
-
15
-
Number of sells
-
14
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2023
As of 31 Dec 2023,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,968,256 shares.
The largest 10 holders included
Moloney Securities Asset Management, LLC, Koshinski Asset Management, Inc., LPL Financial LLC, MORGAN STANLEY, STIFEL FINANCIAL CORP, Westchester Capital Management, LLC, Hennion & Walsh Asset Management, Inc., OSAIC HOLDINGS, INC., WELLS FARGO & COMPANY/MN, and Uncommon Cents Investing LLC.
This page lists
36
institutional shareholders reporting positions in this security
for the Q4 2023 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.