Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / SH BEN INT
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Number of holders
-
40
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Total 13F shares, excl. options
-
4,507,243
-
Shares change
-
+433,900
-
Total reported value, excl. options
-
$30,670,802
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Value change
-
+$2,946,993
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Number of buys
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21
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Number of sells
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12
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Price
-
$6.81
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2024
As of 30 Jun 2024 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,507,243 shares of stock of the company.
Largest 10 holders included Moloney Securities Asset Management, LLC, LPL Financial LLC, MORGAN STANLEY, Koshinski Asset Management, Inc., Hennion & Walsh Asset Management, Inc., STIFEL FINANCIAL CORP, Westchester Capital Management, LLC, Uncommon Cents Investing LLC, WELLS FARGO & COMPANY/MN, and OSAIC HOLDINGS, INC..
This table shows 40 institutional shareholders of the security as of 30 Jun 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.