Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
3,626,312
-
Share change
-
+521,252
-
Total reported value
-
$24,111,800
-
Price per share
-
$6.65
-
Number of holders
-
35
-
Value change
-
+$3,468,138
-
Number of buys
-
15
-
Number of sells
-
12
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2023
As of 31 Dec 2023 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,626,312 shares of stock of the company.
Largest 10 holders included Moloney Securities Asset Management, LLC, Koshinski Asset Management, Inc., LPL Financial LLC, MORGAN STANLEY, STIFEL FINANCIAL CORP, Westchester Capital Management, LLC, Hennion & Walsh Asset Management, Inc., OSAIC HOLDINGS, INC., WELLS FARGO & COMPANY/MN, and Uncommon Cents Investing LLC.
This table shows 36 institutional shareholders of the security as of 31 Dec 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.