A detailed history of Altium Wealth Management LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Altium Wealth Management LLC holds 30,052 shares of BEN stock, worth $650,325. This represents 0.05% of its overall portfolio holdings.

Number of Shares
30,052
Previous 23,140 29.87%
Holding current value
$650,325
Previous $646,000 8.51%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

BUY
$23.07 - $28.02 $159,459 - $193,674
6,912 Added 29.87%
30,052 $701,000
Q1 2022

May 16, 2022

BUY
$26.83 - $35.96 $204,337 - $273,871
7,616 Added 49.06%
23,140 $646,000
Q4 2021

Jan 31, 2022

BUY
$28.89 - $37.68 $88,981 - $116,054
3,080 Added 24.75%
15,524 $520,000
Q3 2021

Nov 15, 2021

BUY
$28.58 - $33.42 $88,140 - $103,067
3,084 Added 32.95%
12,444 $370,000
Q2 2021

Aug 13, 2021

BUY
$28.67 - $35.74 $268,351 - $334,526
9,360 New
9,360 $299,000

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 $10.8B
  • 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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