Q2 2016 13F Holders as of 6/30/2016
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
31
-
Total 13F shares, excl. options
-
3.61M
-
Shares change
-
-405K
-
Total reported value, excl. options
-
$24.9M
-
Value change
-
-$2.74M
-
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 3.61M shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1.6M shares), Advisors Asset Management, Inc. (468K shares), Koshinski Asset Management, Inc. (355K shares), STIFEL FINANCIAL CORP (176K shares), WELLS FARGO & COMPANY/MN (163K shares), MORGAN STANLEY (134K shares), ROYAL BANK OF CANADA (115K shares), LADENBURG THALMANN FINANCIAL SERVICES INC (79.2K shares), NEXT Financial Group, Inc (63K shares), and Cetera Advisor Networks LLC (48.7K 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.