Q2 2019 13F Holders as of 30 Jun 2019
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
50
-
Total 13F shares, excl. options
-
4,918,396
-
Shares change
-
+1,015,613
-
Total reported value, excl. options
-
$36,001,000
-
Value change
-
+$7,497,358
-
Number of buys
-
25
-
Number of sells
-
-20
-
Price
-
$7.32
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2019
55 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q2 2019.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,918,396 shares
.
Largest 10 shareholders include MORGAN STANLEY (681,499 shares), Bulldog Investors, LLC (528,755 shares), WELLS FARGO & COMPANY/MN (479,479 shares), Koshinski Asset Management, Inc. (473,774 shares), Invesco Ltd. (374,550 shares), RAYMOND JAMES & ASSOCIATES (275,676 shares), BOOTHBAY FUND MANAGEMENT, LLC (260,403 shares), Shaker Financial Services, LLC (218,120 shares), Moloney Securities Asset Management, LLC (167,747 shares), and STIFEL FINANCIAL CORP (134,011 shares).
This table shows the top 50 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.