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