Steward Partners Investment Advisory, LLC Franklin Resources Inc Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

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 1,749 shares of BEN stock, worth $39,142. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,749
Previous 1,735 0.81%
Holding current value
$39,142
Previous $35,000 5.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
BUY
$18.92 - $22.24 $264 - $311
14 Added 0.81%
1,749 $33,000
Q4 2024

Feb 06, 2025
SELL
$19.35 - $22.76 $38,893 - $45,747
-2,010 Reduced 53.67%
1,735 $35,000
Q3 2024

Nov 14, 2024
BUY
$19.13 - $23.97 $58,327 - $73,084
3,049 Added 438.07%
3,745 $75,000
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

# of Institutions
628
Shares Held
283M
Call Options Held
2.04M
Put Options Held
2.57M
View Full List

About FRANKLIN RESOURCES INC

BEN Quotes by TradingView
  • Ticker BEN
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 498,356,992
  • Market Cap $11.2B
  • 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...
More about BEN
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