A detailed history of Clearstead Advisors, LLC transactions in Franklin Resources Inc stock. As of the latest transaction made, Clearstead Advisors, LLC holds 516 shares of BEN stock, worth $11,439. This represents 0.0% of its overall portfolio holdings.

Number of Shares
516
Previous 245 110.61%
Holding current value
$11,439
Previous $5,000 120.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$23.13 - $26.03 $6,268 - $7,054
271 Added 110.61%
516 $11,000
Q2 2025

Aug 08, 2025

BUY
$16.66 - $23.85 $4,081 - $5,843
245 New
245 $5,000
Q1 2024

May 14, 2024

BUY
$26.31 - $29.33 $263 - $293
10 New
10 $0
Q2 2020

Aug 11, 2020

SELL
$15.31 - $24.23 $10,334 - $16,355
-675 Closed
0 $0
Q1 2020

May 14, 2020

BUY
$15.3 - $26.31 $10,327 - $17,759
675 New
675 $11,000

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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