A detailed history of Caldwell Trust CO transactions in Franklin Resources Inc stock. As of the latest transaction made, Caldwell Trust CO holds 3,009 shares of BEN stock, worth $66,890. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,009
Previous 3,009 -0.0%
Holding current value
$66,890
Previous $71.8 Million 3.02%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$16.66 - $23.85 $50,129 - $71,764
3,009 New
3,009 $71.8 Million
Q2 2022

Oct 01, 2025

BUY
$23.07 - $28.02 $10,865 - $13,197
471 Added 18.56%
3,009 $70.1 Million
Q1 2022

Oct 01, 2025

SELL
$26.83 - $35.96 $12,636 - $16,937
-471 Reduced 15.65%
2,538 $70.9 Million
Q1 2021

Oct 02, 2025

SELL
$24.28 - $30.26 $11,435 - $14,252
-471 Reduced 15.65%
2,538 $75.1 Million
Q4 2020

Oct 02, 2025

SELL
$18.64 - $25.16 $8,779 - $11,850
-471 Reduced 15.65%
2,538 $63.4 Million
Q3 2020

Oct 02, 2025

SELL
$19.27 - $22.67 $4,913 - $5,780
-255 Reduced 9.13%
2,538 $51.6 Million
Q2 2020

Oct 02, 2025

SELL
$15.31 - $24.23 $2,296 - $3,634
-150 Reduced 5.1%
2,793 $58.6 Million
Q1 2020

Oct 02, 2025

SELL
$15.3 - $26.31 $1,009 - $1,736
-66 Reduced 2.19%
2,943 $49.1 Million
Q4 2019

Oct 06, 2025

SELL
$25.8 - $28.99 $1,702 - $1,913
-66 Reduced 2.19%
2,943 $76.5 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
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