Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
4,566,275
-
Share change
-
-378,622
-
Total reported value
-
$37,810,000
-
Price per share
-
$8.28
-
Number of holders
-
38
-
Value change
-
-$3,047,719
-
Number of buys
-
20
-
Number of sells
-
14
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2021
As of 30 Jun 2021 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,566,275 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Invesco Ltd., Moloney Securities Asset Management, LLC, Shaker Financial Services, LLC, Koshinski Asset Management, Inc., STIFEL FINANCIAL CORP, KESTRA PRIVATE WEALTH SERVICES, LLC, HARBOUR INVESTMENTS, INC., and Advisors Asset Management, Inc..
This table shows 38 institutional shareholders of the security as of 30 Jun 2021.
| 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.