Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
3,153,901
-
Share change
-
+50,897
-
Total reported value
-
$22,391,499
-
Price per share
-
$7.10
-
Number of holders
-
35
-
Value change
-
+$377,456
-
Number of buys
-
14
-
Number of sells
-
10
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2014
As of 31 Dec 2014,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,153,901 shares.
The largest 10 holders included
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD, Advisors Asset Management, Inc., WELLS FARGO & COMPANY/MN, Saba Capital Management, L.P., Koshinski Asset Management, Inc., Shaker Financial Services, LLC, ROYAL BANK OF CANADA, CORNERSTONE ADVISORS INC, MORGAN STANLEY, and Janney Montgomery Scott LLC.
This page lists
35
institutional shareholders reporting positions in this security
for the Q4 2014 filing period.
| 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.