Security key
355145103
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 3,887,553
- Total 13F value
- $25,814,204
- Share change
- -80,703
- SEC-reported price per share
- $6.64
- Number of holders
- 34
- Value change
- -$535,876
- Number of buys
- 15
- Number of sells
- 15
Report period
Q1 2024
Institutions
34
Top holders
10
FT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2024
Previous quarter: Q4 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
31 Dec 2023
13F
Highest disclosed value: $3,753,522
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 $3.75M.
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...
$3.75M
Koshinski Asset Management, Inc.
$3.62M
LPL Financial LLC
$3.39M
MORGAN STANLEY
$2.27M
STIFEL FINANCIAL CORP
$1.74M
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
|
$3,753,522
564,439 shares
|
— | 31 Dec 2023 |
| Koshinski Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$3,615,608
543,700 shares
|
— | 31 Dec 2023 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$3,390,201
509,805 shares
|
— | 31 Dec 2023 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$2,273,938
341,945 shares
|
— | 31 Dec 2023 |
| STIFEL FINANCIAL CORP |
13F
Company
|
—
class O/S missing
|
$1,742,069
261,963 shares
|
— | 31 Dec 2023 |
| Westchester Capital Management, LLC |
13F
Company
|
—
class O/S missing
|
$1,229,718
184,920 shares
|
— | 31 Dec 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 Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
34
Shares
3,887,553
Rows available
34
| 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 Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
36
Q1 2024 holders
34
Holder diff
-2
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend