Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
45
-
Total 13F shares, excl. options
-
4,640,801
-
Shares change
-
+133,557
-
Total reported value, excl. options
-
$35,096,630
-
Value change
-
+$1,025,112
-
Number of buys
-
26
-
Number of sells
-
-12
-
Price
-
$7.56
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2024
47 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q3 2024.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,640,801 shares
.
Largest 10 shareholders include Moloney Securities Asset Management, LLC (660,916 shares), LPL Financial LLC (650,290 shares), MORGAN STANLEY (346,248 shares), Koshinski Asset Management, Inc. (341,884 shares), Hennion & Walsh Asset Management, Inc. (325,826 shares), STIFEL FINANCIAL CORP (256,582 shares), OSAIC HOLDINGS, INC. (181,871 shares), Uncommon Cents Investing LLC (170,479 shares), COMMONWEALTH EQUITY SERVICES, LLC (166,534 shares), and WELLS FARGO & COMPANY/MN (162,843 shares).
This table shows the top 45 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.