Q4 2015 13F Holders as of 31 Dec 2015
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
34
-
Total 13F shares, excl. options
-
3,827,844
-
Shares change
-
+353,384
-
Total reported value, excl. options
-
$21,926,000
-
Value change
-
+$2,010,339
-
Number of buys
-
15
-
Number of sells
-
-15
-
Price
-
$5.73
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2015
39 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q4 2015.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,827,844 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,957,007 shares), Advisors Asset Management, Inc. (465,537 shares), Koshinski Asset Management, Inc. (271,380 shares), WELLS FARGO & COMPANY/MN (167,939 shares), ROYAL BANK OF CANADA (125,626 shares), MORGAN STANLEY (114,796 shares), LPL Financial LLC (89,582 shares), LANDSCAPE CAPITAL MANAGEMENT, L.L.C. (68,808 shares), NEXT Financial Group, Inc (56,450 shares), and LADENBURG THALMANN FINANCIAL SERVICES INC (55,644 shares).
This table shows the top 34 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.