Kingsview Wealth Management, LLC Franklin Resources Inc Transaction History

Kingsview Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$24.01 - $27.3 $15,654 - $17,799	652 Added 3.53%	19,108 $510,000
Q1 2023 May 15, 2023	BUY	$26.19 - $33.82 $483,362 - $624,181	18,456 New	18,456 $497,000
Q2 2021 Aug 17, 2021	SELL	$28.67 - $35.74 $287,216 - $358,043	-10,018 Closed	0 $0
Q1 2021 May 24, 2021	BUY	$24.28 - $30.26 $35,011 - $43,634	1,442 Added 16.81%	10,018 $302,000
Q4 2020 Feb 16, 2021	SELL	$18.64 - $25.16 $518,136 - $699,372	-27,797 Reduced 76.42%	8,576 $214,000
Q3 2020 Nov 19, 2020	BUY	$19.27 - $22.67 $198,153 - $233,115	10,283 Added 39.41%	36,373 $740,000
Q2 2020 Aug 14, 2020	BUY	$15.31 - $24.23 $399,437 - $632,160	26,090 New	26,090 $547,000
Q1 2020 May 11, 2020	SELL	$15.3 - $26.31 $146,084 - $251,207	-9,548 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$25.8 - $28.99 $246,338 - $276,796	9,548 New	9,548 $248,000

614

254M

1.21M

411K

Ticker BEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 498,356,992
Market Cap $10.4B
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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