Q2 2015 13F Holders as of 30 Jun 2015
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
3,185,083
-
Shares change
-
+206,261
-
Total reported value, excl. options
-
$20,573,306
-
Value change
-
+$1,229,066
-
Number of buys
-
21
-
Number of sells
-
-8
-
Price
-
$6.45
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2015
41 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q2 2015.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,185,083 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,383,754 shares), Advisors Asset Management, Inc. (554,979 shares), WELLS FARGO & COMPANY/MN (180,086 shares), Koshinski Asset Management, Inc. (177,074 shares), ROYAL BANK OF CANADA (158,153 shares), MORGAN STANLEY (77,804 shares), UBS Group AG (58,387 shares), LANDSCAPE CAPITAL MANAGEMENT, L.L.C. (50,022 shares), LPL Financial LLC (47,563 shares), and KCG Holdings, Inc. (45,001 shares).
This table shows the top 40 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.