A detailed history of Capital Advisors, Ltd. LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 531 shares of BEN stock, worth $11,772. This represents 0.0% of its overall portfolio holdings.

Number of Shares
531
Previous 531 -0.0%
Holding current value
$11,772
Previous $13,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

BUY
$16.66 - $23.85 $6,580 - $9,420
395 Added 290.44%
531 $13,000
Q1 2025

Apr 15, 2025

BUY
$18.92 - $22.24 $2,573 - $3,024
136 New
136 $3,000
Q2 2024

Jul 25, 2024

BUY
$21.83 - $27.62 $392 - $497
18 Added 128.57%
32 $1,000
Q1 2024

Apr 18, 2024

BUY
$26.31 - $29.33 $368 - $410
14 New
14 $0
Q3 2022

Nov 09, 2022

SELL
$21.52 - $29.02 $903 - $1,218
-42 Reduced 58.33%
30 $1,000
Q2 2022

Aug 05, 2022

BUY
$23.07 - $28.02 $1,661 - $2,017
72 New
72 $2,000
Q1 2022

May 09, 2022

SELL
$26.83 - $35.96 $429 - $575
-16 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
$28.89 - $37.68 $462 - $602
16 New
16 $1,000

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
Track This Portfolio

Track Capital Advisors, Ltd. LLC Portfolio

Follow Capital Advisors, Ltd. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors, Ltd. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors, Ltd. LLC with notifications on news.