Franklin Universal Trust
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 6 superinvestors own shares of Franklin Universal Trust (FT), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Franklin Universal Trust (FT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Franklin Universal Trust (FT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Franklin Universal Trust (FT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
| 0.22% | $2.502M 342,280 shares@ 7.32 avg price | Increased 0.12% |
Sheena Hanson@Uncommon Cents Investing Llc
| 0.38% | $1.26M 172,402 shares@ 7.31 avg price | Increased 1.13% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $867,000 118,611 shares@ 7.31 avg price | Increased 22.13% |
Ronald Lenihan@Seacrest Wealth Management, Llc
| 0.02% | $148,486 20,313 shares@ 7.31 avg price | Increased 1.63% |
Eric Hamilton@Avior Wealth Management, Llc
| 0.01% | $7,448 1,019 shares@ 7.31 avg price | Increased 50.08% |