Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
4,672,998
-
Share change
-
+288,217
-
Total reported value
-
$31,226,000
-
Price per share
-
$6.68
-
Number of holders
-
44
-
Value change
-
+$1,925,205
-
Number of buys
-
22
-
Number of sells
-
14
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2018
As of 30 Jun 2018,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,672,998 shares.
The largest 10 holders included
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD, Bulldog Investors, LLC, Advisors Asset Management, Inc., Koshinski Asset Management, Inc., MORGAN STANLEY, WELLS FARGO & COMPANY/MN, BENJAMIN F. EDWARDS & COMPANY, INC., LADENBURG THALMANN FINANCIAL SERVICES INC., Shaker Financial Services, LLC, and RMB Capital Management, LLC.
This page lists
44
institutional shareholders reporting positions in this security
for the Q2 2018 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.