Q3 2016 13F Holders as of 9/30/2016
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
3.48M
-
Shares change
-
-131K
-
Total reported value, excl. options
-
$23.7M
-
Value change
-
-$892K
-
Number of buys
-
21
-
Number of sells
-
-9
-
Price
-
$6.80
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2016
37 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q3 2016.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.48M shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1.13M shares), Advisors Asset Management, Inc. (587K shares), Koshinski Asset Management, Inc. (346K shares), STIFEL FINANCIAL CORP (193K shares), WELLS FARGO & COMPANY/MN (169K shares), MORGAN STANLEY (127K shares), ROYAL BANK OF CANADA (117K shares), NEXT Financial Group, Inc (105K shares), LADENBURG THALMANN FINANCIAL SERVICES INC (85.6K shares), and Shaker Financial Services, LLC (80.7K shares).
This table shows the top 35 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.