| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Franklin Universal Trust | – | 3.57 | -1.27 | 2.08 | 273.49 mm | 1,180 | Nov 2024 |
| 13F holders | Current |
|---|---|
| Total holders | 46 |
| Opened positions | 7 |
| Closed positions | 1 |
| Increased positions | 19 |
| Reduced positions | 10 |
| 13F shares | Current |
|---|---|
| Total value | 32.76 bn |
| Total shares | 4.64 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| Moloney Securities Asset Management | 660.92 k | $5.00 bn |
| LPL Financial | 650.29 k | $4.92 bn |
| MS Morgan Stanley | 346.25 k | $2.62 bn |
| Koshinski Asset Management | 341.88 k | $2.58 bn |
| Hennion & Walsh Asset Management | 325.83 k | $2.46 bn |
| SF Stifel Financial | 256.58 k | $1.94 bn |
| Advisor | 181.87 k | $1.37 bn |
| Uncommon Cents Investing | 170.48 k | $1.29 bn |
| Commonwealth Equity Services | 166.53 k | $1.26 mm |
| WFC Wells Fargo & Company | 162.84 k | $1.23 bn |
