Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
3,248,565
-
Shares change
-
-488,401
-
Total reported value, excl. options
-
$21,862,762
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Value change
-
-$3,428,695
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Number of buys
-
18
-
Number of sells
-
13
-
Price
-
$6.73
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2023
As of 30 Jun 2023 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,248,565 shares of stock of the company.
Largest 10 holders included Moloney Securities Asset Management, LLC, MORGAN STANLEY, Koshinski Asset Management, Inc., STIFEL FINANCIAL CORP, Janney Montgomery Scott LLC, LPL Financial LLC, WELLS FARGO & COMPANY/MN, Hennion & Walsh Asset Management, Inc., OSAIC HOLDINGS, INC., and Westchester Capital Management, LLC.
This table shows 33 institutional shareholders of the security as of 30 Jun 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.