Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
2,698,000
-
Shares change
-
+216,630
-
Total reported value, excl. options
-
$19,409,221
-
Value change
-
+$1,568,607
-
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 2,698,000 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,005,710 shares), Shaker Financial Services, LLC (202,438 shares), Saba Capital Management, L.P. (177,214 shares), Advisors Asset Management, Inc. (168,215 shares), ROYAL BANK OF CANADA (157,818 shares), WELLS FARGO & COMPANY/MN (146,258 shares), DOLIVER CAPITAL ADVISORS, INC. (121,080 shares), STIFEL FINANCIAL CORP (95,170 shares), CORNERSTONE ADVISORS INC (94,415 shares), and UBS AG (54,148 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.