Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / SH BEN INT
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Number of holders
-
34
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Total 13F shares, excl. options
-
2,846,421
-
Shares change
-
+139,737
-
Total reported value, excl. options
-
$21,419,470
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Value change
-
+$1,063,197
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Number of buys
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18
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Number of sells
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8
-
Price
-
$7.53
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2014
As of 30 Jun 2014 FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) had 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,846,421 shares of stock of the company.
Largest 10 holders included FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD, Advisors Asset Management, Inc., Shaker Financial Services, LLC, Saba Capital Management, L.P., WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, CORNERSTONE ADVISORS INC, STIFEL FINANCIAL CORP, DOLIVER CAPITAL ADVISORS, INC., and MORGAN STANLEY.
This table shows 34 institutional shareholders of the security as of 30 Jun 2014.
| 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.