Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
3,949,883
-
Shares change
-
+32,583
-
Total reported value, excl. options
-
$28,720,000
-
Value change
-
+$240,360
-
Number of buys
-
15
-
Number of sells
-
-13
-
Price
-
$7.27
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2017
38 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q3 2017.
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 3,949,883 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,125,359 shares), Advisors Asset Management, Inc. (678,673 shares), Koshinski Asset Management, Inc. (305,731 shares), WELLS FARGO & COMPANY/MN (252,482 shares), Bulldog Investors, LLC (242,418 shares), STIFEL FINANCIAL CORP (193,447 shares), ROYAL BANK OF CANADA (171,809 shares), MORGAN STANLEY (144,505 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (135,772 shares), and Deschutes Portfolio Strategy, LLC (119,881 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.