Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
3,917,300
-
Shares change
-
+3,129
-
Total reported value, excl. options
-
$28,016,000
-
Value change
-
+$42,993
-
Number of buys
-
18
-
Number of sells
-
-15
-
Price
-
$7.15
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2017
41 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q2 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 3,917,300 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,128,325 shares), Advisors Asset Management, Inc. (798,500 shares), Koshinski Asset Management, Inc. (315,286 shares), WELLS FARGO & COMPANY/MN (244,985 shares), STIFEL FINANCIAL CORP (179,976 shares), ROYAL BANK OF CANADA (169,031 shares), MORGAN STANLEY (133,698 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (133,035 shares), Bulldog Investors, LLC (115,385 shares), and Deschutes Portfolio Strategy, LLC (112,181 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.