Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
41
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Total 13F shares, excl. options
-
3,763,874
-
Shares change
-
+261,168
-
Total reported value, excl. options
-
$25,146,000
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Value change
-
+$1,741,122
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Number of buys
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23
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Number of sells
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12
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Price
-
$6.68
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2016
As of 31 Dec 2016 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,763,874 shares of stock of the company.
Largest 10 holders included FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD, Advisors Asset Management, Inc., Koshinski Asset Management, Inc., WELLS FARGO & COMPANY/MN, MORGAN STANLEY, ROYAL BANK OF CANADA, Deschutes Portfolio Strategy, LLC, LANDSCAPE CAPITAL MANAGEMENT, L.L.C., NEXT Financial Group, Inc, and STIFEL FINANCIAL CORP.
This table shows 41 institutional shareholders of the security as of 31 Dec 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.