Q2 2018 13F Holders as of 6/30/2018
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
44
-
Total 13F shares, excl. options
-
4.67M
-
Shares change
-
+288K
-
Total reported value, excl. options
-
$31.2M
-
Value change
-
+$1.93M
-
Number of buys
-
22
-
Number of sells
-
-14
-
Price
-
$6.68
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2018
46 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q2 2018.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.67M shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1.68M shares), Bulldog Investors, LLC (377K shares), Advisors Asset Management, Inc. (335K shares), Koshinski Asset Management, Inc. (300K shares), MORGAN STANLEY (297K shares), WELLS FARGO & COMPANY/MN (284K shares), BENJAMIN F. EDWARDS & COMPANY, INC. (160K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (139K shares), Shaker Financial Services, LLC (139K shares), and RMB Capital Management, LLC (111K shares).
This table shows the top 44 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.