Security key
355145103
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 4,507,244
- Total 13F value
- $30,670,811
- Share change
- +433,901
- SEC-reported price per share
- $6.81
- Number of holders
- 40
- Value change
- +$2,946,995
- Number of buys
- 21
- Number of sells
- 12
Report period
Q2 2024
Institutions
40
Top holders
10
FT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2024
Previous quarter: Q1 2024
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 Mar 2024
13F
Highest disclosed value: $4,162,718
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 $4.16M.
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...
$4.16M
LPL Financial LLC
$3.91M
Koshinski Asset Management, Inc.
$2.36M
STIFEL FINANCIAL CORP
$1.69M
MORGAN STANLEY
$1.48M
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
|
$4,162,718
626,915 shares
|
— | 31 Mar 2024 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$3,907,483
588,476 shares
|
— | 31 Mar 2024 |
| Koshinski Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$2,355,780
354,786 shares
|
— | 31 Mar 2024 |
| STIFEL FINANCIAL CORP |
13F
Company
|
—
class O/S missing
|
$1,688,707
254,322 shares
|
— | 31 Mar 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$1,479,706
222,846 shares
|
— | 31 Mar 2024 |
| Hennion & Walsh Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$1,465,255
220,671 shares
|
— | 31 Mar 2024 |
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 Q2 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
40
Shares
4,507,244
Rows available
40
| 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 Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
34
Q2 2024 holders
40
Holder diff
6
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend