- Type / Class
- Equity / SH BEN INT
- Total 13F shares
- 4,640,801
- Share change
- +133,557
- Total reported value
- $35,096,630
- Price per share
- $7.56
- Number of holders
- 45
- Value change
- +$1,025,112
- Number of buys
- 26
- Number of sells
- 12
Quarterly Holders Quick Answers
What is CUSIP 355145103?
CUSIP 355145103 identifies FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
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These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
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- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 355145103:
Top shareholders of FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
653,758
|
$4,452,091 | — | 30 Jun 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
637,471
|
$4,341,177 | — | 30 Jun 2024 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
341,525
|
$2,339,205 | — | 30 Jun 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
342,742
|
$2,334,075 | — | 30 Jun 2024 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
262,024
|
$1,784,383 | — | 30 Jun 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
245,535
|
$1,672,103 | — | 30 Jun 2024 | |
| Westchester Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
184,920
|
$1,259,305 | — | 30 Jun 2024 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
—
class O/S missing
|
168,431
|
$1,147,012 | — | 30 Jun 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
163,774
|
$1,115,302 | — | 30 Jun 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
161,900
|
$1,102,560 | — | 30 Jun 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
151,663
|
$1,033,000 | — | 30 Jun 2024 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
145,638
|
$991,794 | — | 30 Jun 2024 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
128,240
|
$842,537 | — | 30 Jun 2024 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
—
class O/S missing
|
113,228
|
$771,083 | — | 30 Jun 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
107,819
|
$734,247 | — | 30 Jun 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
95,182
|
$648,000 | — | 30 Jun 2024 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
—
class O/S missing
|
93,459
|
$636,456 | — | 30 Jun 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
91,087
|
$620,307 | — | 30 Jun 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
63,031
|
$429,240 | — | 30 Jun 2024 | |
| ASHTON THOMAS SECURITIES, LLC |
13F
|
Company |
—
class O/S missing
|
57,550
|
$394,177 | — | 30 Jun 2024 | |
| Shaker Financial Services, LLC |
13F
|
Company |
—
class O/S missing
|
38,813
|
$264,317 | — | 30 Jun 2024 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
29,682
|
$202,134 | — | 30 Jun 2024 | |
| Clear Creek Financial Management, LLC |
13F
|
Company |
—
class O/S missing
|
26,453
|
$180,145 | — | 30 Jun 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
27,450
|
$179,000 | — | 30 Jun 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
21,284
|
$145,000 | — | 30 Jun 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
19,796
|
$134,811 | — | 30 Jun 2024 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
19,661
|
$133,891 | — | 30 Jun 2024 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
19,300
|
$131,433 | — | 30 Jun 2024 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
—
class O/S missing
|
17,520
|
$119,000 | — | 30 Jun 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
16,936
|
$115,334 | — | 30 Jun 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
16,737
|
$114,000 | — | 30 Jun 2024 | |
| PFG Investments, LLC |
13F
|
Company |
—
class O/S missing
|
12,912
|
$87,933 | — | 30 Jun 2024 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
12,900
|
$87,847 | — | 30 Jun 2024 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
—
class O/S missing
|
10,444
|
$71,124 | — | 30 Jun 2024 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
3,202
|
$21,807 | — | 30 Jun 2024 | |
| CGC Financial Services, LLC |
13F
|
Company |
—
class O/S missing
|
2,413
|
$16,436 | — | 30 Jun 2024 | |
| Breakwater Investment Management |
13F
|
Company |
—
class O/S missing
|
775
|
$5,278 | — | 30 Jun 2024 | |
| BESSEMER GROUP INC |
13F
|
Company |
—
class O/S missing
|
775
|
$5,000 | — | 30 Jun 2024 | |
| McIlrath & Eck, LLC |
13F
|
Company |
—
class O/S missing
|
714
|
$4,862 | — | 30 Jun 2024 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
500
|
$3,405 | — | 30 Jun 2024 | |
| J. Michael Luttig |
3/4/5
|
Trustee |
—
class O/S missing
|
1,193
|
— | — | 07 Feb 2022 |
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2024
As of 30 Sep 2024,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,640,801 shares.
The largest 10 holders included
Moloney Securities Asset Management, LLC, LPL Financial LLC, MORGAN STANLEY, Koshinski Asset Management, Inc., Hennion & Walsh Asset Management, Inc., STIFEL FINANCIAL CORP, OSAIC HOLDINGS, INC., Uncommon Cents Investing LLC, COMMONWEALTH EQUITY SERVICES, LLC, and WELLS FARGO & COMPANY/MN.
This page lists
45
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
40
Q3 2024 holders
45
Holder diff
5
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.