Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
3,913,971
-
Shares change
-
+149,350
-
Total reported value, excl. options
-
$27,354,000
-
Value change
-
+$1,036,441
-
Number of buys
-
20
-
Number of sells
-
-17
-
Price
-
$6.99
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2017
44 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q1 2017.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,913,971 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,107,610 shares), Advisors Asset Management, Inc. (737,566 shares), Koshinski Asset Management, Inc. (322,810 shares), WELLS FARGO & COMPANY/MN (238,422 shares), ROYAL BANK OF CANADA (161,549 shares), MORGAN STANLEY (138,948 shares), Deschutes Portfolio Strategy, LLC (121,333 shares), STIFEL FINANCIAL CORP (118,813 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (106,822 shares), and CITIGROUP INC (101,340 shares).
This table shows the top 37 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.