Atria Investments LLC Franklin Resources Inc Transaction History

Atria Investments LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$23.07 - $28.02 $1.22 Million - $1.48 Million	-52,982 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$26.83 - $35.96 $1.49 Million - $2 Million	-55,585 Reduced 51.2%	52,982 $1.48 Million
Q4 2021 Feb 04, 2022	BUY	$28.89 - $37.68 $83,203 - $108,518	2,880 Added 2.73%	108,567 $3.64 Million
Q3 2021 Nov 16, 2021	BUY	$28.58 - $33.42 $99,744 - $116,635	3,490 Added 3.41%	105,687 $3.14 Million
Q2 2021 Aug 10, 2021	BUY	$28.67 - $35.74 $45,843 - $57,148	1,599 Added 1.59%	102,197 $3.27 Million
Q1 2021 May 11, 2021	BUY	$24.28 - $30.26 $1.46 Million - $1.82 Million	60,086 Added 148.32%	100,598 $2.98 Million
Q4 2020 Feb 12, 2021	BUY	$18.64 - $25.16 $755,143 - $1.02 Million	40,512 New	40,512 $1.01 Million
Q1 2020 May 15, 2020	SELL	$15.3 - $26.31 $302,894 - $520,859	-19,797 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$25.8 - $28.99 $510,762 - $573,915	19,797 New	19,797 $514,000
Q2 2018 Jul 13, 2018	SELL	$31.8 - $34.5 $208,989 - $226,734	-6,572 Closed	0 $0
Q1 2018 Apr 30, 2018	BUY	$34.11 - $45.86 $49,152 - $66,084	1,441 Added 28.08%	6,572 $228,000
Q4 2017 Jan 16, 2018	BUY	$40.45 - $45.07 $207,548 - $231,254	5,131	5,131 $222,000

615

262M

2.32M

2.35M

Ticker BEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 498,356,992
Market Cap $11.2B
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...

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