A detailed history of Modern Wealth Management, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 245,708 shares of BEN stock, worth $5.97 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
245,708
Previous 233,833 5.08%
Holding current value
$5.97 Million
Previous $4.5 Billion 99.89%
% of portfolio
0.16%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025

BUY
$18.92 - $22.24 $224,675 - $264,100
11,875 Added 5.08%
245,708 $4.73 Million
Q1 2025

May 15, 2025

BUY
$18.92 - $22.24 $1.15 Million - $1.36 Million
60,936 Added 35.24%
233,833 $4.5 Billion
Q4 2024

May 30, 2025

SELL
$19.35 - $22.76 $1.52 Million - $1.78 Million
-78,402 Reduced 33.53%
155,431 $3.15 Million
Q4 2024

May 29, 2025

SELL
$19.35 - $22.76 $1.52 Million - $1.78 Million
-78,402 Reduced 33.53%
155,431 $3.15 Million
Q4 2024

Feb 11, 2025

BUY
$19.35 - $22.76 $3.35 Million - $3.94 Million
172,897 New
172,897 $3.5 Billion

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 $12.1B
  • 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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