Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
2,978,822
-
Share change
-
-172,952
-
Total reported value
-
$21,508,547
-
Price per share
-
$7.22
-
Number of holders
-
31
-
Value change
-
-$1,215,832
-
Number of buys
-
15
-
Number of sells
-
11
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2015
As of 31 Mar 2015,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,978,822 shares.
The largest 10 holders included
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD, Advisors Asset Management, Inc., WELLS FARGO & COMPANY/MN, Koshinski Asset Management, Inc., ROYAL BANK OF CANADA, Saba Capital Management, L.P., MORGAN STANLEY, UBS Group AG, Janney Montgomery Scott LLC, and BANK OF AMERICA CORP /DE/.
This page lists
31
institutional shareholders reporting positions in this security
for the Q1 2015 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.