Lido Advisors, LLC Franklin Resources Inc Transaction History

Lido Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$26.31 - $29.33 $835,474 - $931,374	31,755 New	31,755 $892,000
Q2 2023 Aug 09, 2023	BUY	$24.01 - $27.3 $1.48 Million - $1.68 Million	61,460 New	61,460 $1.64 Million
Q2 2022 Aug 15, 2022	SELL	$23.07 - $28.02 $313,844 - $381,184	-13,604 Reduced 24.11%	42,816 $998,000
Q1 2022 May 17, 2022	BUY	$26.83 - $35.96 $322,067 - $431,663	12,004 Added 27.03%	56,420 $1.58 Million
Q4 2021 Feb 15, 2022	SELL	$28.89 - $37.68 $44,375 - $57,876	-1,536 Reduced 3.34%	44,416 $1.49 Million
Q3 2021 Nov 12, 2021	BUY	$28.58 - $33.42 $93,113 - $108,882	3,258 Added 7.63%	45,952 $1.38 Million
Q2 2021 Aug 12, 2021	SELL	$28.67 - $35.74 $27,637 - $34,453	-964 Reduced 2.21%	42,694 $1.38 Million
Q1 2021 May 13, 2021	BUY	$24.28 - $30.26 $76,749 - $95,651	3,161 Added 7.81%	43,658 $1.31 Million
Q4 2020 Feb 08, 2021	BUY	$18.64 - $25.16 $754,864 - $1.02 Million	40,497 New	40,497 $1.02 Million

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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