Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
31
-
Total 13F shares, excl. options
-
2,978,822
-
Shares change
-
-172,952
-
Total reported value, excl. options
-
$21,508,547
-
Value change
-
-$1,215,832
-
Number of buys
-
15
-
Number of sells
-
-11
-
Price
-
$7.22
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2015
36 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q1 2015.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,978,822 shares
.
Largest 10 shareholders include FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (1,202,172 shares), Advisors Asset Management, Inc. (544,111 shares), WELLS FARGO & COMPANY/MN (176,899 shares), Koshinski Asset Management, Inc. (165,789 shares), ROYAL BANK OF CANADA (159,953 shares), Saba Capital Management, L.P. (130,895 shares), MORGAN STANLEY (74,464 shares), UBS Group AG (60,219 shares), Janney Montgomery Scott LLC (56,737 shares), and BANK OF AMERICA CORP /DE/ (47,336 shares).
This table shows the top 31 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.