Q3 2016 13F Holders as of 30 Sep 2016
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Type / Class
-
Equity / SH BEN INT
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Number of holders
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34
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Total 13F shares, excl. options
-
3,483,606
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Shares change
-
-131,001
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Total reported value, excl. options
-
$23,688,000
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Value change
-
-$892,879
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Number of buys
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20
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Number of sells
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9
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Price
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$6.80
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2016
As of 30 Sep 2016 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,483,606 shares of stock of the company.
Largest 10 holders included FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD, Advisors Asset Management, Inc., Koshinski Asset Management, Inc., STIFEL FINANCIAL CORP, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, ROYAL BANK OF CANADA, NEXT Financial Group, Inc, LADENBURG THALMANN FINANCIAL SERVICES INC, and Shaker Financial Services, LLC.
This table shows 34 institutional shareholders of the security as of 30 Sep 2016.
| 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.