Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
3,887,553
-
Share change
-
+38,396
-
Total reported value
-
$25,814,204
-
Price per share
-
$6.64
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Number of holders
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34
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Value change
-
+$254,942
-
Number of buys
-
15
-
Number of sells
-
14
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2024
As of 31 Mar 2024 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,887,553 shares of stock of the company.
Largest 10 holders included Moloney Securities Asset Management, LLC, LPL Financial LLC, Koshinski Asset Management, Inc., STIFEL FINANCIAL CORP, MORGAN STANLEY, Hennion & Walsh Asset Management, Inc., Westchester Capital Management, LLC, WELLS FARGO & COMPANY/MN, OSAIC HOLDINGS, INC., and Uncommon Cents Investing LLC.
This table shows 34 institutional shareholders of the security as of 31 Mar 2024.
| 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.