Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
3,153,901
-
Shares change
-
+50,897
-
Total reported value, excl. options
-
$22,391,499
-
Value change
-
+$377,456
-
Number of buys
-
14
-
Number of sells
-
-10
-
Price
-
$7.1
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2014
38 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q4 2014.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,153,901 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,257,476 shares), Advisors Asset Management, Inc. (349,461 shares), WELLS FARGO & COMPANY/MN (179,357 shares), Saba Capital Management, L.P. (167,584 shares), Koshinski Asset Management, Inc. (162,449 shares), Shaker Financial Services, LLC (158,494 shares), ROYAL BANK OF CANADA (156,953 shares), CORNERSTONE ADVISORS INC (113,658 shares), MORGAN STANLEY (69,249 shares), and Janney Montgomery Scott LLC (59,204 shares).
This table shows the top 35 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.