Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
34
-
Total 13F shares, excl. options
-
2,939,032
-
Shares change
-
+91,350
-
Total reported value, excl. options
-
$20,645,160
-
Value change
-
+$636,368
-
Number of buys
-
16
-
Number of sells
-
-11
-
Price
-
$7.02
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2014
37 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q3 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 2,939,032 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,095,324 shares), Shaker Financial Services, LLC (241,952 shares), Advisors Asset Management, Inc. (225,306 shares), Saba Capital Management, L.P. (206,805 shares), WELLS FARGO & COMPANY/MN (174,445 shares), ROYAL BANK OF CANADA (159,518 shares), STIFEL FINANCIAL CORP (123,698 shares), CORNERSTONE ADVISORS INC (114,058 shares), DOLIVER CAPITAL ADVISORS, INC. (71,663 shares), and MORGAN STANLEY (65,026 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.