A detailed history of Sage View Advisory Group, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 12,870 shares of BEN stock, worth $253,667. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,870
Holding current value
$253,667
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$21.83 - $27.62 $280,952 - $355,469
12,870 New
12,870 $288 Million
Q4 2023

Feb 09, 2024

BUY
$22.24 - $30.18 $71,279 - $96,726
3,205 Added 22.52%
17,438 $473 Million
Q3 2023

Nov 02, 2023

SELL
$24.27 - $30.0 $20,750 - $25,650
-855 Reduced 5.67%
14,233 $350 Million
Q2 2023

Aug 11, 2023

BUY
$24.01 - $27.3 $26,867 - $30,548
1,119 Added 8.01%
15,088 $403 Million
Q1 2023

May 01, 2023

BUY
$26.19 - $33.82 $365,848 - $472,431
13,969 New
13,969 $376 Million

Others Institutions Holding BEN

About FRANKLIN RESOURCES INC


  • Ticker BEN
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 498,356,992
  • Market Cap $9.82B
  • Description
  • Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fi...
More about BEN
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