A detailed history of Sound Financial Strategies Group, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 22,258 shares of BEN stock, worth $492,792. This represents 0.57% of its overall portfolio holdings.

Number of Shares
22,258
Previous 22,566 1.36%
Holding current value
$492,792
Previous $672,000 6.99%
% of portfolio
0.57%
Previous 0.62%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$26.31 - $29.33 $8,103 - $9,033
-308 Reduced 1.36%
22,258 $625,000
Q4 2023

Feb 02, 2024

SELL
$22.24 - $30.18 $216,350 - $293,591
-9,728 Reduced 30.12%
22,566 $672,000
Q3 2023

Nov 06, 2023

SELL
$24.27 - $30.0 $49,583 - $61,290
-2,043 Reduced 5.95%
32,294 $793,000
Q2 2023

Aug 07, 2023

BUY
$24.01 - $27.3 $824,431 - $937,400
34,337 New
34,337 $917,000
Q4 2022

Jan 30, 2023

BUY
$20.74 - $27.68 $545,897 - $728,565
26,321 New
26,321 $694,000
Q1 2022

May 05, 2022

SELL
$26.83 - $35.96 $512,238 - $686,548
-19,092 Closed
0 $0
Q4 2021

Feb 03, 2022

SELL
$28.89 - $37.68 $12,942 - $16,880
-448 Reduced 2.29%
19,092 $639,000
Q3 2021

Nov 03, 2021

BUY
$28.58 - $33.42 $914 - $1,069
32 Added 0.16%
19,540 $581,000
Q2 2021

Jul 30, 2021

SELL
$28.67 - $35.74 $28,469 - $35,489
-993 Reduced 4.84%
19,508 $624,000
Q1 2021

May 07, 2021

BUY
$24.28 - $30.26 $497,764 - $620,360
20,501 New
20,501 $607,000

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 $11B
  • 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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