Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
-
Equity / SH BEN INT
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Number of holders
-
43
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Total 13F shares, excl. options
-
4,409,030
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Shares change
-
-154,527
-
Total reported value, excl. options
-
$33,198,112
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Value change
-
-$1,124,069
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Number of buys
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16
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Number of sells
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29
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Price
-
$7.53
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2025
As of 31 Mar 2025 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,409,030 shares of stock of the company.
Largest 10 holders included Moloney Securities Asset Management, LLC, LPL Financial LLC, STIFEL FINANCIAL CORP, MORGAN STANLEY, Koshinski Asset Management, Inc., Hennion & Walsh Asset Management, Inc., Advisors Asset Management, Inc., Uncommon Cents Investing LLC, COMMONWEALTH EQUITY SERVICES, LLC, and WELLS FARGO & COMPANY/MN.
This table shows 44 institutional shareholders of the security as of 31 Mar 2025.
| 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.