A detailed history of Herold Advisors, Inc. transactions in Franklin Resources Inc stock. As of the latest transaction made, Herold Advisors, Inc. holds 14,750 shares of BEN stock, worth $302,817. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,750
Previous 18,750 21.33%
Holding current value
$302,817
Previous $378,000 20.9%
% of portfolio
0.07%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
$19.35 - $22.76 $77,400 - $91,040
-4,000 Reduced 21.33%
14,750 $299,000
Q3 2024

Nov 14, 2024

SELL
$19.13 - $23.97 $21,043 - $26,367
-1,100 Reduced 5.54%
18,750 $378,000
Q1 2024

May 10, 2024

SELL
$26.31 - $29.33 $52,620 - $58,660
-2,000 Reduced 9.15%
19,850 $557,000
Q2 2023

Jul 14, 2023

SELL
$24.01 - $27.3 $9,604 - $10,920
-400 Reduced 1.8%
21,850 $583,000
Q4 2022

Feb 14, 2023

BUY
$20.74 - $27.68 $41,480 - $55,360
2,000 Added 9.88%
22,250 $587,000
Q3 2021

Nov 03, 2021

BUY
$28.58 - $33.42 $578,745 - $676,755
20,250 New
20,250 $601,000

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 $10.2B
  • 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...
More about BEN
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