A detailed history of Steward Partners Investment Advisory, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 696 shares of BEN stock, worth $15,012. This represents 0.0% of its overall portfolio holdings.

Number of Shares
696
Previous 596 16.78%
Holding current value
$15,012
Previous $16,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$21.83 - $27.62 $2,183 - $2,762
100 Added 16.78%
696 $15,000
Q2 2023

Aug 14, 2023

SELL
$24.01 - $27.3 $5,882 - $6,688
-245 Reduced 29.13%
596 $15,000
Q1 2023

May 15, 2023

BUY
$26.19 - $33.82 $6,416 - $8,285
245 Added 41.11%
841 $22,000
Q4 2022

Feb 15, 2023

SELL
$20.74 - $27.68 $1,244 - $1,660
-60 Reduced 9.15%
596 $15,000
Q3 2021

Nov 12, 2021

SELL
$28.58 - $33.42 $90,027 - $105,273
-3,150 Reduced 82.76%
656 $19,000
Q1 2021

May 14, 2021

SELL
$24.28 - $30.26 $14,932 - $18,609
-615 Reduced 13.91%
3,806 $112,000
Q4 2020

Feb 11, 2021

SELL
$18.64 - $25.16 $10,401 - $14,039
-558 Reduced 11.21%
4,421 $110,000
Q3 2020

Oct 30, 2020

SELL
$19.27 - $22.67 $3,873 - $4,556
-201 Reduced 3.88%
4,979 $101,000
Q2 2020

Aug 06, 2020

SELL
$15.31 - $24.23 $1,714 - $2,713
-112 Reduced 2.12%
5,180 $109,000
Q1 2020

Apr 29, 2020

BUY
$15.3 - $26.31 $6,135 - $10,550
401 Added 8.2%
5,292 $88,000
Q4 2019

Jan 17, 2020

SELL
$25.8 - $28.99 $15,634 - $17,567
-606 Reduced 11.02%
4,891 $127,000
Q3 2019

Oct 30, 2019

SELL
$25.93 - $35.51 $5,782 - $7,918
-223 Reduced 3.9%
5,497 $158,000
Q2 2019

Jul 25, 2019

BUY
$31.82 - $35.67 $182,010 - $204,032
5,720 New
5,720 $199,000
Q4 2018

Jan 15, 2019

SELL
$27.76 - $34.27 $119,395 - $147,395
-4,301 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
$30.14 - $34.32 $85,899 - $97,812
2,850 Added 196.42%
4,301 $131,000
Q2 2018

Jul 20, 2018

SELL
$31.8 - $34.5 $1,590 - $1,725
-50 Reduced 3.33%
1,451 $47,000
Q1 2018

Apr 20, 2018

BUY
$34.11 - $45.86 $1,705 - $2,293
50 Added 3.45%
1,501 $52,000
Q2 2017

Nov 22, 2017

BUY
N/A
60 Added 4.31%
1,451 $64,000
Q1 2017

Nov 22, 2017

BUY
N/A
596 Added 74.97%
1,391 $58,000
Q4 2016

Nov 22, 2017

BUY
N/A
795
795 $31,000

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 $10.7B
  • 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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