Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
3,996,410
-
Shares change
-
+128,929
-
Total reported value, excl. options
-
$24,928,000
-
Value change
-
+$870,507
-
Number of buys
-
21
-
Number of sells
-
-13
-
Price
-
$6.24
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2016
39 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q1 2016.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,996,410 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,942,218 shares), Advisors Asset Management, Inc. (390,483 shares), Koshinski Asset Management, Inc. (357,341 shares), WELLS FARGO & COMPANY/MN (169,516 shares), STIFEL FINANCIAL CORP (134,050 shares), MORGAN STANLEY (126,005 shares), ROYAL BANK OF CANADA (119,683 shares), LPL Financial LLC (91,750 shares), LANDSCAPE CAPITAL MANAGEMENT, L.L.C. (83,157 shares), and NEXT Financial Group, Inc (60,750 shares).
This table shows the top 33 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.