Q3 2018 13F Holders as of 9/30/2018
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
49
-
Total 13F shares, excl. options
-
4.93M
-
Shares change
-
+254K
-
Total reported value, excl. options
-
$32.8M
-
Value change
-
+$1.67M
-
Number of buys
-
26
-
Number of sells
-
-19
-
Price
-
$6.65
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2018
53 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q3 2018.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.93M shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1.62M shares), Koshinski Asset Management, Inc. (504K shares), MORGAN STANLEY (483K shares), WELLS FARGO & COMPANY/MN (319K shares), Advisors Asset Management, Inc. (310K shares), Shaker Financial Services, LLC (224K shares), BENJAMIN F. EDWARDS & COMPANY, INC. (164K shares), RMB Capital Management, LLC (138K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (131K shares), and ROYAL BANK OF CANADA (94K shares).
This table shows the top 49 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.