Q2 2022 13F Holders as of 30 Jun 2022
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Type / Class
-
Equity / SH BEN INT
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Number of holders
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30
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Total 13F shares, excl. options
-
3,516,207
-
Shares change
-
+82,972
-
Total reported value, excl. options
-
$26,210,000
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Value change
-
+$560,564
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Number of buys
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16
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Number of sells
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11
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Price
-
$7.45
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2022
As of 30 Jun 2022 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,516,207 shares of stock of the company.
Largest 10 holders included WELLS FARGO & COMPANY/MN, Koshinski Asset Management, Inc., MORGAN STANLEY, Moloney Securities Asset Management, LLC, Invesco Ltd., STIFEL FINANCIAL CORP, ADVISOR GROUP HOLDINGS, INC., Westchester Capital Management, LLC, Foundations Investment Advisors, LLC, and Uncommon Cents Investing LLC.
This table shows 30 institutional shareholders of the security as of 30 Jun 2022.
| 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.