Security key
355145103
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 3,968,256
- Total 13F value
- $26,385,728
- Share change
- +519,058
- SEC-reported price per share
- $6.65
- Number of holders
- 36
- Value change
- +$3,453,036
- Number of buys
- 15
- Number of sells
- 14
Report period
Q4 2023
Institutions
36
Top holders
10
FT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 2023
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
Moloney Securities Asset ...
Disclosed value leader
Moloney Securities Asset ...
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F
Highest disclosed value: $3,150,205
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Moloney Securities Asset Management, LLC has the largest disclosed position value at $3.15M.
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 Moloney Securities Asset Management, LLC's linked filing trail.
Disclosed position value
Top 5
Moloney Securities Asset Manageme...
$3.15M
Koshinski Asset Management, Inc.
$2.33M
LPL Financial LLC
$2.2M
MORGAN STANLEY
$2.18M
Janney Montgomery Scott LLC
$1.55M
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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC |
13F
Company
|
—
class O/S missing
|
$3,150,205
496,095 shares
|
— | 30 Sep 2023 |
| Koshinski Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$2,332,638
367,345 shares
|
— | 30 Sep 2023 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$2,201,461
346,687 shares
|
— | 30 Sep 2023 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$2,182,906
343,764 shares
|
— | 30 Sep 2023 |
| Janney Montgomery Scott LLC |
13F
Company
|
—
class O/S missing
|
$1,548,000
243,725 shares
|
— | 30 Sep 2023 |
| STIFEL FINANCIAL CORP |
13F
Company
|
—
class O/S missing
|
$1,475,760
232,401 shares
|
— | 30 Sep 2023 |
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 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
36
Shares
3,968,256
Rows available
36
| 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 2023 vs Q3 2023 Across Filers
Q3 2023 holders
35
Q4 2023 holders
36
Holder diff
1
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend