Gladstone Institutional Advisory LLC Franklin Resources Inc Transaction History

Gladstone Institutional Advisory LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Jan 27, 2023	SELL	$21.52 - $29.02 $491,366 - $662,613	-22,833 Reduced 53.54%	19,817 $426,000
Q3 2022 Oct 20, 2022	SELL	$21.52 - $29.02 $491,366 - $662,613	-22,833 Reduced 53.54%	19,817 $426,000
Q2 2022 Jan 27, 2023	SELL	$23.07 - $28.02 $940,194 - $1.14 Million	-40,754 Reduced 48.86%	42,650 $994,000
Q2 2022 Aug 15, 2022	SELL	$23.07 - $28.02 $940,194 - $1.14 Million	-40,754 Reduced 48.86%	42,650 $994,000
Q1 2022 Jan 27, 2023	BUY	$26.83 - $35.96 $688,940 - $923,380	25,678 Added 44.48%	83,404 $2.33 Million
Q1 2022 May 04, 2022	BUY	$26.83 - $35.96 $688,940 - $923,380	25,678 Added 44.48%	83,404 $2.33 Million
Q4 2021 Jan 27, 2023	BUY	$28.89 - $37.68 $523,226 - $682,422	18,111 Added 45.72%	57,726 $1.93 Million
Q4 2021 Feb 11, 2022	BUY	$28.89 - $37.68 $523,226 - $682,422	18,111 Added 45.72%	57,726 $1.93 Million
Q3 2021 Jan 27, 2023	BUY	$28.58 - $33.42 $565,826 - $661,649	19,798 Added 99.9%	39,615 $1.18 Million
Q3 2021 Nov 15, 2021	BUY	$28.58 - $33.42 $1.13 Million - $1.32 Million	39,615 New	39,615 $1.18 Million

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...

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.