A detailed history of Jamison Private Wealth Management, Inc. transactions in Franklin Resources Inc stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 986 shares of BEN stock, worth $20,498. This represents 0.0% of its overall portfolio holdings.

Number of Shares
986
Previous 1,480 33.38%
Holding current value
$20,498
Previous $33.1 Million 39.92%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$19.13 - $23.97 $9,450 - $11,841
-494 Reduced 33.38%
986 $19.9 Million
Q2 2024

Jul 11, 2024

SELL
$21.83 - $27.62 $3,994 - $5,054
-183 Reduced 11.0%
1,480 $33.1 Million
Q1 2024

Apr 26, 2024

BUY
$26.31 - $29.33 $473 - $527
18 Added 1.09%
1,663 $46.8 Million
Q4 2023

Jan 17, 2024

BUY
$22.24 - $30.18 $467 - $633
21 Added 1.29%
1,645 $49 Million
Q3 2023

Jan 05, 2024

BUY
$24.27 - $30.0 $39,414 - $48,720
1,624 New
1,624 $39.9 Million

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 $10.4B
  • 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 Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. 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 Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.