Q3 2019 13F Holders as of 30 Sep 2019
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
45
-
Total 13F shares, excl. options
-
4,683,310
-
Shares change
-
-235,086
-
Total reported value, excl. options
-
$35,317,000
-
Value change
-
-$1,702,991
-
Number of buys
-
17
-
Number of sells
-
-21
-
Price
-
$7.54
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2019
53 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q3 2019.
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 4,683,310 shares
.
Largest 10 shareholders include MORGAN STANLEY (712,714 shares), Koshinski Asset Management, Inc. (517,183 shares), WELLS FARGO & COMPANY/MN (491,298 shares), Bulldog Investors, LLC (454,721 shares), Invesco Ltd. (355,584 shares), BOOTHBAY FUND MANAGEMENT, LLC (260,403 shares), STIFEL FINANCIAL CORP (254,290 shares), RAYMOND JAMES & ASSOCIATES (227,075 shares), Moloney Securities Asset Management, LLC (178,925 shares), and LADENBURG THALMANN FINANCIAL SERVICES INC. (147,238 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.