A detailed history of Independent Advisor Alliance transactions in Franklin Resources Inc stock. As of the latest transaction made, Independent Advisor Alliance holds 71,462 shares of BEN stock, worth $1.6 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
71,462
Previous 64,334 11.08%
Holding current value
$1.6 Million
Previous $1.44 Million 0.21%
% of portfolio
0.05%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$19.13 - $23.97 $136,358 - $170,858
7,128 Added 11.08%
71,462 $1.44 Million
Q2 2024

Aug 12, 2024

BUY
$21.83 - $27.62 $366,744 - $464,016
16,800 Added 35.34%
64,334 $1.44 Million
Q1 2024

May 08, 2024

SELL
$26.31 - $29.33 $868 - $967
-33 Reduced 0.07%
47,534 $1.34 Million
Q4 2023

Feb 08, 2024

SELL
$22.24 - $30.18 $200,893 - $272,615
-9,033 Reduced 15.96%
47,567 $1.42 Million
Q3 2023

Oct 24, 2023

BUY
$24.27 - $30.0 $2,645 - $3,270
109 Added 0.19%
56,600 $1.39 Million
Q2 2023

Jul 28, 2023

BUY
$24.01 - $27.3 $34,142 - $38,820
1,422 Added 2.58%
56,491 $1.51 Million
Q1 2023

May 12, 2023

BUY
$26.19 - $33.82 $37,739 - $48,734
1,441 Added 2.69%
55,069 $1.48 Million
Q4 2022

Feb 13, 2023

BUY
$20.74 - $27.68 $16,923 - $22,586
816 Added 1.55%
53,628 $1.42 Million
Q3 2022

Nov 04, 2022

BUY
$21.52 - $29.02 $259,810 - $350,358
12,073 Added 29.63%
52,812 $1.14 Million
Q2 2022

Aug 04, 2022

BUY
$23.07 - $28.02 $256,376 - $311,386
11,113 Added 37.51%
40,739 $950,000
Q1 2022

May 06, 2022

BUY
$26.83 - $35.96 $108,420 - $145,314
4,041 Added 15.79%
29,626 $827,000
Q4 2021

Feb 11, 2022

BUY
$28.89 - $37.68 $290,748 - $379,211
10,064 Added 64.84%
25,585 $857,000
Q3 2021

Nov 01, 2021

SELL
$28.58 - $33.42 $1,371 - $1,604
-48 Reduced 0.31%
15,521 $461,000
Q2 2021

Aug 12, 2021

BUY
$28.67 - $35.74 $446,363 - $556,436
15,569 New
15,569 $498,000

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 $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...
More about BEN
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.