Ifp Advisors, Inc Franklin Resources Inc Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Franklin Resources Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 16,537 shares of BEN stock, worth $337,850. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,537

Previous 17,530 5.66%

Holding current value

$337,850

Previous $353,000 5.1%

% of portfolio

0.01%

Previous 0.01%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$19.35 - $22.76 $19,214 - $22,600	-993 Reduced 5.66%	16,537 $335,000
Q3 2024 Feb 04, 2025	BUY	$19.13 - $23.97 $38,145 - $47,796	1,994 Added 12.83%	17,530 $353,000
Q2 2024 Jul 30, 2024	BUY	$21.83 - $27.62 $41,760 - $52,837	1,913 Added 14.04%	15,536 $347,000
Q1 2024 Jul 30, 2024	SELL	$26.31 - $29.33 $3,709 - $4,135	-141 Reduced 1.02%	13,623 $382,000
Q4 2023 Jan 09, 2024	SELL	$22.24 - $30.18 $15,567 - $21,126	-700 Reduced 4.84%	13,764 $410,000
Q3 2023 Oct 12, 2023	BUY	$24.27 - $30.0 $26,405 - $32,640	1,088 Added 8.13%	14,464 $355,000
Q2 2023 Aug 04, 2023	BUY	$24.01 - $27.3 $75,031 - $85,312	3,125 Added 30.48%	13,376 $357,000
Q1 2023 Apr 18, 2023	SELL	$26.19 - $33.82 $756,367 - $976,721	-28,880 Reduced 73.8%	10,251 $276,000
Q4 2022 Feb 07, 2023	BUY	$20.74 - $27.68 $87,564 - $116,864	4,222 Added 12.09%	39,131 $1.34 Million
Q3 2022 Nov 08, 2022	BUY	$21.52 - $29.02 $93,439 - $126,004	4,342 Added 14.2%	34,909 $1.2 Million
Q2 2022 Sep 06, 2022	BUY	$23.07 - $28.02 $705,180 - $856,487	30,567 New	30,567 $1.05 Million
Q2 2022 Aug 12, 2022	SELL	$23.07 - $28.02 $705,180 - $856,487	-30,567 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$26.83 - $35.96 $668,496 - $895,979	24,916 Added 440.91%	30,567 $853,000
Q1 2022 Aug 08, 2022	BUY	$26.83 - $35.96 $60,072 - $80,514	2,239 Added 65.62%	5,651 $157,000
Q4 2021 Jan 12, 2022	BUY	$28.89 - $37.68 $7,511 - $9,796	260 Added 8.25%	3,412 $118,000
Q3 2021 Oct 06, 2021	SELL	$28.58 - $33.42 $1,343 - $1,570	-47 Reduced 1.47%	3,152 $100,000
Q2 2021 Jul 13, 2021	BUY	$28.67 - $35.74 $16,657 - $20,764	581 Added 22.19%	3,199 $102,000
Q1 2021 Apr 30, 2021	BUY	$24.28 - $30.26 $10,197 - $12,709	420 Added 19.11%	2,618 $76,000
Q4 2020 Jan 25, 2021	BUY	$18.64 - $25.16 $1,099 - $1,484	59 Added 2.76%	2,198 $55,000
Q3 2020 Oct 29, 2020	SELL	$19.27 - $22.67 $11,099 - $13,057	-576 Reduced 21.22%	2,139 $41,000
Q2 2020 Aug 05, 2020	BUY	$15.31 - $24.23 $5,511 - $8,722	360 Added 15.29%	2,715 $54,000
Q1 2020 May 12, 2020	SELL	$15.3 - $26.31 $16,279 - $27,993	-1,064 Reduced 31.12%	2,355 $44,000
Q4 2019 Jan 17, 2020	SELL	$25.8 - $28.99 $57,972 - $65,140	-2,247 Reduced 39.66%	3,419 $92,000
Q3 2019 Nov 07, 2019	BUY	$25.93 - $35.51 $97,030 - $132,878	3,742 Added 194.49%	5,666 $166,000
Q1 2019 May 15, 2019	SELL	$29.09 - $33.7 $29,439 - $34,104	-1,012 Reduced 34.47%	1,924 $64,000
Q4 2018 Jan 23, 2019	BUY	$27.76 - $34.27 $4,108 - $5,071	148 Added 5.31%	2,936 $87,000
Q3 2018 Oct 25, 2018	BUY	$30.14 - $34.32 $1,778 - $2,024	59 Added 2.16%	2,788 $0
Q2 2018 Aug 07, 2018	BUY	$31.8 - $34.5 $636 - $690	20 Added 0.74%	2,729 $0
Q1 2018 Jun 03, 2019	BUY	$34.11 - $45.86 $7,606 - $10,226	223 Added 8.97%	2,709 $117,000
Q1 2018 May 09, 2018	SELL	$34.11 - $45.86 $7,606 - $10,226	-223 Reduced 8.23%	2,486 $0
Q4 2017 Jan 24, 2018	SELL	$40.45 - $45.07 $4,854 - $5,408	-120 Reduced 4.24%	2,709 $0
Q3 2017 Oct 30, 2017	BUY	$41.04 - $44.78 $5,909 - $6,448	144 Added 5.36%	2,829 $126,000
Q2 2017 Jun 03, 2019	BUY	N/A	372 Added 16.08%	2,685 $120,000
Q1 2017 Jun 03, 2019	SELL	N/A	-1,881 Reduced 44.85%	2,313 $97,000
Q4 2016 Jun 03, 2019	BUY	N/A	2,407 Added 134.7%	4,194 $166,000
Q2 2016 Jun 03, 2019	SELL	N/A	-137 Reduced 7.12%	1,787 $60,000
Q1 2016 Jun 03, 2019	BUY	N/A	1,924	1,924 $64,000

Others Institutions Holding BEN

# of Institutions

615

Shares Held

264M

Call Options Held

2.32M

Put Options Held

2.35M

View Full List

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...

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