Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
3,763,874
-
Share change
-
+260,972
-
Total reported value
-
$25,146,000
-
Price per share
-
$6.68
-
Number of holders
-
41
-
Value change
-
+$1,739,817
-
Number of buys
-
22
-
Number of sells
-
12
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2016
As of 31 Dec 2016,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,763,874 shares.
The largest 10 holders included
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD, Advisors Asset Management, Inc., Koshinski Asset Management, Inc., WELLS FARGO & COMPANY/MN, MORGAN STANLEY, ROYAL BANK OF CANADA, Deschutes Portfolio Strategy, LLC, LANDSCAPE CAPITAL MANAGEMENT, L.L.C., NEXT Financial Group, Inc, and STIFEL FINANCIAL CORP.
This page lists
41
institutional shareholders reporting positions in this security
for the Q4 2016 filing period.
| 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.