Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
34
-
Total 13F shares, excl. options
-
2,846,421
-
Shares change
-
+139,737
-
Total reported value, excl. options
-
$21,419,470
-
Value change
-
+$1,063,196
-
Number of buys
-
18
-
Number of sells
-
-8
-
Price
-
$7.53
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2014
38 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q2 2014.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,846,421 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,053,424 shares), Advisors Asset Management, Inc. (217,858 shares), Shaker Financial Services, LLC (208,895 shares), Saba Capital Management, L.P. (206,705 shares), WELLS FARGO & COMPANY/MN (175,575 shares), ROYAL BANK OF CANADA (158,868 shares), CORNERSTONE ADVISORS INC (111,658 shares), STIFEL FINANCIAL CORP (109,257 shares), DOLIVER CAPITAL ADVISORS, INC. (79,145 shares), and MORGAN STANLEY (64,679 shares).
This table shows the top 34 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.