Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
36
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Total 13F shares, excl. options
-
3,738,091
-
Shares change
-
+85,669
-
Total reported value, excl. options
-
$26,645,786
-
Value change
-
+$665,810
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Number of buys
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22
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Number of sells
-
9
-
Price
-
$7.13
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2023
As of 31 Mar 2023 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,738,091 shares of stock of the company.
Largest 10 holders included Koshinski Asset Management, Inc., Moloney Securities Asset Management, LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Foundations Investment Advisors, LLC, STIFEL FINANCIAL CORP, Janney Montgomery Scott LLC, ADVISOR GROUP HOLDINGS, INC., Westchester Capital Management, LLC, and Uncommon Cents Investing LLC.
This table shows 36 institutional shareholders of the security as of 31 Mar 2023.
| 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.