Q4 2015 13F Holders as of 12/31/2015
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
34
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Total 13F shares, excl. options
-
3.83M
-
Shares change
-
+353K
-
Total reported value, excl. options
-
$21.9M
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Value change
-
+$2.01M
-
Number of buys
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15
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Number of sells
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-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 3.83M shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1.96M shares), Advisors Asset Management, Inc. (466K shares), Koshinski Asset Management, Inc. (271K shares), WELLS FARGO & COMPANY/MN (168K shares), ROYAL BANK OF CANADA (126K shares), MORGAN STANLEY (115K shares), LPL Financial LLC (89.6K shares), LANDSCAPE CAPITAL MANAGEMENT, L.L.C. (68.8K shares), NEXT Financial Group, Inc (56.5K shares), and LADENBURG THALMANN FINANCIAL SERVICES INC (55.6K 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.