Prio Wealth Limited Partnership Franklin Resources Inc Transaction History

Prio Wealth Limited Partnership

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 10, 2020	SELL	$25.8 - $28.99 $227,143 - $255,227	-8,804 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$25.93 - $35.51 $160,377 - $219,629	-6,185 Reduced 41.26%	8,804 $254,000
Q2 2019 Jul 18, 2019	SELL	$31.82 - $35.67 $449,457 - $503,838	-14,125 Reduced 48.52%	14,989 $521,000
Q1 2019 May 03, 2019	SELL	$29.09 - $33.7 $49,714 - $57,593	-1,709 Reduced 5.54%	29,114 $964,000
Q4 2018 Feb 06, 2019	SELL	$27.76 - $34.27 $104,544 - $129,060	-3,766 Reduced 10.89%	30,823 $914,000
Q3 2018 Nov 07, 2018	SELL	$30.14 - $34.32 $31,647 - $36,036	-1,050 Reduced 2.95%	34,589 $1.05 Million
Q2 2018 Aug 06, 2018	SELL	$31.8 - $34.5 $168,540 - $182,850	-5,300 Reduced 12.95%	35,639 $1.14 Million
Q1 2018 Apr 17, 2018	BUY	$34.11 - $45.86 $1.4 Million - $1.88 Million	40,939 New	40,939 $1.42 Million

614

262M

2.32M

2.35M

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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