Q1 2014 13F Holders as of 3/31/2014
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
2.7M
-
Shares change
-
+217K
-
Total reported value, excl. options
-
$19.4M
-
Value change
-
+$1.57M
-
Number of buys
-
12
-
Number of sells
-
-16
-
Price
-
$7.19
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2014
39 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q1 2014.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.7M shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1.01M shares), Shaker Financial Services, LLC (202K shares), Saba Capital Management, L.P. (177K shares), Advisors Asset Management, Inc. (168K shares), ROYAL BANK OF CANADA (158K shares), WELLS FARGO & COMPANY/MN (146K shares), DOLIVER CAPITAL ADVISORS, INC. (121K shares), STIFEL FINANCIAL CORP (95.2K shares), CORNERSTONE ADVISORS INC (94.4K shares), and UBS AG (54.1K shares).
This table shows the top 36 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.