Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
3.97M
-
Shares change
-
+519K
-
Total reported value, excl. options
-
$26.4M
-
Value change
-
+$3.45M
-
Number of buys
-
15
-
Number of sells
-
-14
-
Price
-
$6.65
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2023
39 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q4 2023.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.97M shares
.
Largest 10 shareholders include Moloney Securities Asset Management, LLC (564K shares), Koshinski Asset Management, Inc. (544K shares), LPL Financial LLC (510K shares), MORGAN STANLEY (342K shares), STIFEL FINANCIAL CORP (262K shares), Westchester Capital Management, LLC (185K shares), Hennion & Walsh Asset Management, Inc. (183K shares), OSAIC HOLDINGS, INC. (179K shares), WELLS FARGO & COMPANY/MN (175K shares), and Uncommon Cents Investing LLC (161K shares).
This table shows the top 36 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.