Valley National Advisers Inc Franklin Resources Inc Transaction History

Valley National Advisers Inc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$21.83 - $27.62 $654 - $828	30 Added 11.32%	295 $6,000
Q1 2024 Apr 19, 2024	SELL	$26.31 - $29.33 $920 - $1,026	-35 Reduced 11.67%	265 $7,000
Q4 2023 Jan 25, 2024	SELL	$22.24 - $30.18 $3,002 - $4,074	-135 Reduced 31.03%	300 $8,000
Q3 2023 Nov 13, 2023	BUY	$24.27 - $30.0 $7,645 - $9,450	315 Added 262.5%	435 $11,000
Q2 2023 Jul 31, 2023	BUY	$24.01 - $27.3 $2,881 - $3,276	120 New	120 $4,000

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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