FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT)

CUSIP: 355145103

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / SH BEN INT
Total 13F shares
4,701,110
Share change
-662
Total reported value
$34,397,827
Price per share
$7.31
Number of holders
46
Value change
-$36,836
Number of buys
20
Number of sells
19

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.

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
660,916
$4,996,522 30 Sep 2024
13F
LPL Financial LLC
13F
Company
class O/S missing
650,290
$4,916,191 30 Sep 2024
13F
MORGAN STANLEY
13F
Company
class O/S missing
346,249
$2,617,650 30 Sep 2024
13F
Koshinski Asset Management, Inc.
13F
Company
class O/S missing
341,884
$2,584,646 30 Sep 2024
13F
Hennion & Walsh Asset Management, Inc.
13F
Company
class O/S missing
325,826
$2,463,245 30 Sep 2024
13F
STIFEL FINANCIAL CORP
13F
Company
class O/S missing
256,582
$1,939,775 30 Sep 2024
13F
OSAIC HOLDINGS, INC.
13F
Company
class O/S missing
181,871
$1,374,954 30 Sep 2024
13F
Uncommon Cents Investing LLC
13F
Company
class O/S missing
170,479
$1,288,820 30 Sep 2024
13F
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
class O/S missing
166,534
$1,259,000 30 Sep 2024
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
162,843
$1,231,090 30 Sep 2024
13F
Westchester Capital Management, LLC
13F
Company
class O/S missing
159,920
$1,208,996 30 Sep 2024
13F
Sanctuary Advisors, LLC
13F
Company
class O/S missing
125,499
$961,322 30 Sep 2024
13F
Integrated Wealth Concepts LLC
13F
Company
class O/S missing
126,722
$958,018 30 Sep 2024
13F
UBS Group AG
13F
Company
class O/S missing
107,132
$809,918 30 Sep 2024
13F
WOLVERINE ASSET MANAGEMENT LLC
13F
Company
class O/S missing
100,329
$758,487 30 Sep 2024
13F
Janney Montgomery Scott LLC
13F
Company
class O/S missing
97,123
$734,000 30 Sep 2024
13F
Cetera Investment Advisers
13F
Company
class O/S missing
83,786
$633,422 30 Sep 2024
13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
13F
Company
class O/S missing
82,268
$621,946 30 Sep 2024
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
class O/S missing
63,273
$478,347 30 Sep 2024
13F
ASHTON THOMAS SECURITIES, LLC
13F
Company
class O/S missing
57,550
$435,078 30 Sep 2024
13F
Shaker Financial Services, LLC
13F
Company
class O/S missing
40,146
$303,504 30 Sep 2024
13F
Pathstone Holdings, LLC
13F
Company
class O/S missing
32,195
$243,395 30 Sep 2024
13F
Kestra Advisory Services, LLC
13F
Company
class O/S missing
30,185
$228,198 30 Sep 2024
13F
HighTower Advisors, LLC
13F
Company
class O/S missing
28,804
$218,000 30 Sep 2024
13F
Clear Creek Financial Management, LLC
13F
Company
class O/S missing
26,453
$199,985 30 Sep 2024
13F
SeaCrest Wealth Management, LLC
13F
Company
class O/S missing
19,988
$151,112 30 Sep 2024
13F
Stratos Wealth Partners, LTD.
13F
Company
class O/S missing
19,300
$145,908 30 Sep 2024
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
18,796
$142,000 30 Sep 2024
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
class O/S missing
18,665
$141,107 30 Sep 2024
13F
WEDBUSH SECURITIES INC
13F
Company
class O/S missing
17,520
$132,000 30 Sep 2024
13F
Cambridge Investment Research Advisors, Inc.
13F
Company
class O/S missing
17,158
$130,000 30 Sep 2024
13F
NewEdge Advisors, LLC
13F
Company
class O/S missing
16,761
$126,716 30 Sep 2024
13F
Creative Planning
13F
Company
class O/S missing
12,916
$97,643 30 Sep 2024
13F
PFG Investments, LLC
13F
Company
class O/S missing
12,258
$92,670 30 Sep 2024
13F
Logan Stone Capital, LLC
13F
Company
class O/S missing
12,115
$91,589 30 Sep 2024
13F
Arete Wealth Advisors, LLC
13F
Company
class O/S missing
11,604
$88,000 30 Sep 2024
13F
RAYMOND JAMES TRUST N.A.
13F
Company
class O/S missing
10,484
$79,258 30 Sep 2024
13F
Geneos Wealth Management Inc.
13F
Company
class O/S missing
10,444
$78,957 30 Sep 2024
13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
Company
class O/S missing
9,578
$72,410 30 Sep 2024
13F
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
class O/S missing
3,202
$24,209 30 Sep 2024
13F
CGC Financial Services, LLC
13F
Company
class O/S missing
2,413
$18,246 30 Sep 2024
13F
BESSEMER GROUP INC
13F
Company
class O/S missing
848
$6,000 30 Sep 2024
13F
McIlrath & Eck, LLC
13F
Company
class O/S missing
714
$5,398 30 Sep 2024
13F
Avior Wealth Management, LLC
13F
Company
class O/S missing
679
$5,133 30 Sep 2024
13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
class O/S missing
500
$3,780 30 Sep 2024
13F
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 Q4 2024

As of 31 Dec 2024, FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by 46 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,701,110 shares. The largest 10 holders included Moloney Securities Asset Management, LLC, LPL Financial LLC, MORGAN STANLEY, Koshinski Asset Management, Inc., STIFEL FINANCIAL CORP, Hennion & Walsh Asset Management, Inc., OSAIC HOLDINGS, INC., Advisors Asset Management, Inc., Uncommon Cents Investing LLC, and COMMONWEALTH EQUITY SERVICES, LLC. This page lists 46 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2024 vs Q3 2024 Across Filers

Q3 2024 holders
45
Q4 2024 holders
46
Holder diff
1
Investor Q3 2024 Shares Q4 2024 Shares Share Diff Share Chg % Q3 2024 Value $ Q4 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.
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