Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
49
-
Total 13F shares, excl. options
-
4,927,424
-
Shares change
-
+261,968
-
Total reported value, excl. options
-
$32,767,000
-
Value change
-
+$1,730,266
-
Number of buys
-
26
-
Number of sells
-
18
-
Price
-
$6.65
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2018
As of 30 Sep 2018 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,927,424 shares of stock of the company.
Largest 10 holders included FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD, Koshinski Asset Management, Inc., MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Advisors Asset Management, Inc., Shaker Financial Services, LLC, BENJAMIN F. EDWARDS & COMPANY, INC., RMB Capital Management, LLC, LADENBURG THALMANN FINANCIAL SERVICES INC., and ROYAL BANK OF CANADA.
This table shows 49 institutional shareholders of the security as of 30 Sep 2018.
| 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.