Belpointe Asset Management LLC Franklin Resources Inc Transaction History

Belpointe Asset Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$24.01 - $27.3 $25,666 - $29,183	-1,069 Reduced 9.62%	10,045 $268,000
Q1 2023 May 15, 2023	BUY	$26.19 - $33.82 $41,615 - $53,739	1,589 Added 16.68%	11,114 $299,000
Q4 2022 Feb 08, 2023	BUY	$20.74 - $27.68 $197,548 - $263,652	9,525 New	9,525 $251,000
Q1 2020 Jul 20, 2020	SELL	$15.3 - $26.31 $318,255 - $547,274	-20,801 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$25.8 - $28.99 $536,665 - $603,020	20,801 New	20,801 $540,000

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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