Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
4,429,648
-
Share change
-
-155,626
-
Total reported value
-
$33,353,366
-
Price per share
-
$7.53
-
Number of holders
-
44
-
Value change
-
-$1,132,347
-
Number of buys
-
16
-
Number of sells
-
30
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2025
As of 31 Mar 2025,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,429,648 shares.
The largest 10 holders included
Moloney Securities Asset Management, LLC, LPL Financial LLC, STIFEL FINANCIAL CORP, MORGAN STANLEY, Koshinski Asset Management, Inc., Hennion & Walsh Asset Management, Inc., Advisors Asset Management, Inc., Uncommon Cents Investing LLC, COMMONWEALTH EQUITY SERVICES, LLC, and WELLS FARGO & COMPANY/MN.
This page lists
44
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.