A detailed history of Aimz Investment Advisors, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Aimz Investment Advisors, LLC holds 90,455 shares of BEN stock, worth $2.02 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
90,455
Previous 91,935 1.61%
Holding current value
$2.02 Million
Previous $2.74 Million 7.16%
% of portfolio
0.96%
Previous 1.12%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$26.31 - $29.33 $38,938 - $43,408
-1,480 Reduced 1.61%
90,455 $2.54 Million
Q4 2023

Jan 26, 2024

SELL
$22.24 - $30.18 $43,968 - $59,665
-1,977 Reduced 2.11%
91,935 $2.74 Million
Q3 2023

Nov 13, 2023

SELL
$24.27 - $30.0 $10,460 - $12,930
-431 Reduced 0.46%
93,912 $2.31 Million
Q2 2023

Aug 08, 2023

SELL
$24.01 - $27.3 $4,321 - $4,914
-180 Reduced 0.19%
94,343 $2.52 Million
Q1 2023

May 15, 2023

SELL
$26.19 - $33.82 $25,718 - $33,211
-982 Reduced 1.03%
94,523 $2.55 Million
Q4 2022

Feb 10, 2023

SELL
$20.74 - $27.68 $140,534 - $187,559
-6,776 Reduced 6.62%
95,505 $2.52 Million
Q3 2022

Nov 14, 2022

SELL
$21.52 - $29.02 $27,524 - $37,116
-1,279 Reduced 1.24%
102,281 $2.2 Million
Q2 2022

Aug 02, 2022

BUY
$23.07 - $28.02 $415 - $504
18 Added 0.02%
103,560 $2.41 Million
Q1 2022

May 06, 2022

SELL
$26.83 - $35.96 $82,797 - $110,972
-3,086 Reduced 2.89%
103,542 $2.89 Million
Q4 2021

Feb 09, 2022

BUY
$28.89 - $37.68 $55,353 - $72,194
1,916 Added 1.83%
106,628 $3.57 Million
Q3 2021

Nov 12, 2021

SELL
$28.58 - $33.42 $44,127 - $51,600
-1,544 Reduced 1.45%
104,712 $3.11 Million
Q2 2021

Aug 05, 2021

SELL
$28.67 - $35.74 $1,003 - $1,250
-35 Reduced 0.03%
106,256 $3.4 Million
Q1 2021

Apr 28, 2021

SELL
$24.28 - $30.26 $11,290 - $14,070
-465 Reduced 0.44%
106,291 $3.15 Million
Q4 2020

Feb 08, 2021

BUY
$18.64 - $25.16 $6,393 - $8,629
343 Added 0.32%
106,756 $2.67 Million
Q3 2020

Nov 13, 2020

SELL
$19.27 - $22.67 $35,437 - $41,690
-1,839 Reduced 1.7%
106,413 $2.17 Million
Q2 2020

Aug 07, 2020

BUY
$15.31 - $24.23 $29,211 - $46,230
1,908 Added 1.79%
108,252 $2.27 Million
Q1 2020

May 12, 2020

BUY
$15.3 - $26.31 $80,141 - $137,811
5,238 Added 5.18%
106,344 $1.78 Million
Q4 2019

Feb 13, 2020

BUY
$25.8 - $28.99 $6,140 - $6,899
238 Added 0.24%
101,106 $2.63 Million
Q3 2019

Nov 13, 2019

SELL
$25.93 - $35.51 $7,027 - $9,623
-271 Reduced 0.27%
100,868 $2.91 Million
Q2 2019

Aug 14, 2019

BUY
$31.82 - $35.67 $890 - $998
28 Added 0.03%
101,139 $3.52 Million
Q1 2019

May 15, 2019

BUY
$29.09 - $33.7 $5,294 - $6,133
182 Added 0.18%
101,111 $3.35 Million
Q4 2018

Feb 14, 2019

SELL
$27.76 - $34.27 $17,211 - $21,247
-620 Reduced 0.61%
100,929 $2.99 Million
Q3 2018

Nov 13, 2018

BUY
$30.14 - $34.32 $2.06 Million - $2.35 Million
68,465 Added 206.94%
101,549 $3.09 Million
Q2 2018

Aug 14, 2018

SELL
$31.8 - $34.5 $4,356 - $4,726
-137 Reduced 0.41%
33,084 $1.06 Million
Q1 2018

May 01, 2018

SELL
$34.11 - $45.86 $3,069 - $4,127
-90 Reduced 0.27%
33,221 $1.15 Million
Q4 2017

Feb 14, 2018

SELL
$40.45 - $45.07 $15,856 - $17,667
-392 Reduced 1.16%
33,311 $1.44 Million
Q3 2017

Nov 01, 2017

SELL
$41.04 - $44.78 $5,786 - $6,313
-141 Reduced 0.42%
33,703 $1.5 Million
Q2 2017

Aug 15, 2017

BUY
N/A
33,844
33,844 $1.52 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 $11.1B
  • 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
Track This Portfolio

Track Aimz Investment Advisors, LLC Portfolio

Follow Aimz Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aimz Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aimz Investment Advisors, LLC with notifications on news.