Q2 2016 13F Holders as of 30 Jun 2016
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
31
-
Total 13F shares, excl. options
-
3,614,607
-
Shares change
-
-405,486
-
Total reported value, excl. options
-
$24,894,000
-
Value change
-
-$2,740,942
-
Number of buys
-
14
-
Number of sells
-
-14
-
Price
-
$6.88
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2016
35 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q2 2016.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,614,607 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,601,225 shares), Advisors Asset Management, Inc. (468,497 shares), Koshinski Asset Management, Inc. (355,409 shares), STIFEL FINANCIAL CORP (176,065 shares), WELLS FARGO & COMPANY/MN (162,948 shares), MORGAN STANLEY (133,940 shares), ROYAL BANK OF CANADA (114,941 shares), LADENBURG THALMANN FINANCIAL SERVICES INC (79,185 shares), NEXT Financial Group, Inc (62,950 shares), and Cetera Advisor Networks LLC (48,668 shares).
This table shows the top 31 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.