Concurrent Investment Advisors, LLC Franklin Resources Inc Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,549 shares of BEN stock, worth $246,635. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,549
Previous 9,671
9.08%
Holding current value
$246,635
Previous $231 Million
5.78%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding BEN
# of Institutions
650Shares Held
291MCall Options Held
1.36MPut Options Held
1.42M-
Vanguard Group Inc Valley Forge, PA37.8MShares$884 Million0.02% of portfolio
-
Black Rock Inc. New York, NY32MShares$749 Million0.02% of portfolio
-
Power Corp Of Canada Montreal, Quebec, Z431.6MShares$738 Million100.0% of portfolio
-
State Street Corp Boston, MA22.2MShares$519 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA10.1MShares$235 Million0.04% of portfolio
About FRANKLIN RESOURCES INC
- Ticker BEN
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 498,356,992
- Market Cap $11.7B
- 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...