Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
3,949,883
-
Share change
-
+32,583
-
Total reported value
-
$28,720,000
-
Price per share
-
$7.27
-
Number of holders
-
35
-
Value change
-
+$240,360
-
Number of buys
-
15
-
Number of sells
-
13
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2017
As of 30 Sep 2017,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,949,883 shares.
The largest 10 holders included
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD, Advisors Asset Management, Inc., Koshinski Asset Management, Inc., WELLS FARGO & COMPANY/MN, Bulldog Investors, LLC, STIFEL FINANCIAL CORP, ROYAL BANK OF CANADA, MORGAN STANLEY, LADENBURG THALMANN FINANCIAL SERVICES INC., and Deschutes Portfolio Strategy, LLC.
This page lists
35
institutional shareholders reporting positions in this security
for the Q3 2017 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.