Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
4,507,244
-
Shares change
-
+433,901
-
Total reported value, excl. options
-
$30,670,811
-
Value change
-
+$2,946,995
-
Number of buys
-
21
-
Number of sells
-
-12
-
Price
-
$6.81
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2024
42 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q2 2024.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,507,244 shares
.
Largest 10 shareholders include Moloney Securities Asset Management, LLC (653,758 shares), LPL Financial LLC (637,471 shares), MORGAN STANLEY (342,742 shares), Koshinski Asset Management, Inc. (341,525 shares), Hennion & Walsh Asset Management, Inc. (262,024 shares), STIFEL FINANCIAL CORP (245,535 shares), Westchester Capital Management, LLC (184,920 shares), Uncommon Cents Investing LLC (168,431 shares), WELLS FARGO & COMPANY/MN (163,774 shares), and OSAIC HOLDINGS, INC. (161,900 shares).
This table shows the top 40 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.