Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
3,763,874
-
Shares change
-
+260,972
-
Total reported value, excl. options
-
$25,146,000
-
Value change
-
+$1,739,817
-
Number of buys
-
22
-
Number of sells
-
-12
-
Price
-
$6.68
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2016
43 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q4 2016.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,763,874 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,087,614 shares), Advisors Asset Management, Inc. (615,196 shares), Koshinski Asset Management, Inc. (340,390 shares), WELLS FARGO & COMPANY/MN (200,988 shares), MORGAN STANLEY (136,681 shares), ROYAL BANK OF CANADA (123,274 shares), Deschutes Portfolio Strategy, LLC (105,929 shares), LANDSCAPE CAPITAL MANAGEMENT, L.L.C. (103,884 shares), NEXT Financial Group, Inc (103,620 shares), and STIFEL FINANCIAL CORP (100,125 shares).
This table shows the top 41 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.