Q4 2020 13F Holders as of 31 Dec 2020
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Type / Class
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Equity / SH BEN INT
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Number of holders
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44
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Total 13F shares, excl. options
-
4,828,041
-
Shares change
-
+372,953
-
Total reported value, excl. options
-
$36,132,000
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Value change
-
+$2,878,089
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Number of buys
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23
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Number of sells
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16
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Price
-
$7.49
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2020
As of 31 Dec 2020 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,828,041 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Shaker Financial Services, LLC, Koshinski Asset Management, Inc., Invesco Ltd., Moloney Securities Asset Management, LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, STIFEL FINANCIAL CORP, Advisors Asset Management, Inc., and ADVISOR GROUP HOLDINGS, INC..
This table shows 44 institutional shareholders of the security as of 31 Dec 2020.
| 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.