Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
4,305,630
-
Shares change
-
+369,749
-
Total reported value, excl. options
-
$29,135,000
-
Value change
-
+$2,448,053
-
Number of buys
-
21
-
Number of sells
-
-17
-
Price
-
$6.76
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2018
43 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q1 2018.
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 4,305,630 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,494,406 shares), Advisors Asset Management, Inc. (552,244 shares), Bulldog Investors, LLC (435,867 shares), WELLS FARGO & COMPANY/MN (337,380 shares), Koshinski Asset Management, Inc. (300,243 shares), MORGAN STANLEY (244,486 shares), BENJAMIN F. EDWARDS & COMPANY, INC. (147,992 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (139,448 shares), ROYAL BANK OF CANADA (92,234 shares), and STIFEL FINANCIAL CORP (87,816 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.