Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
45
-
Total 13F shares, excl. options
-
5,304,011
-
Shares change
-
+45,510
-
Total reported value, excl. options
-
$33,680,000
-
Value change
-
+$171,321
-
Number of buys
-
16
-
Number of sells
-
-20
-
Price
-
$6.35
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2018
53 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q4 2018.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,304,011 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,755,395 shares), MORGAN STANLEY (590,643 shares), Koshinski Asset Management, Inc. (538,387 shares), WELLS FARGO & COMPANY/MN (330,350 shares), Advisors Asset Management, Inc. (292,759 shares), Almitas Capital LLC (270,592 shares), RAYMOND JAMES & ASSOCIATES (162,374 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (124,555 shares), RMB Capital Management, LLC (108,573 shares), and STIFEL FINANCIAL CORP (104,006 shares).
This table shows the top 45 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.