HighTower Advisors’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
124,419
+1,139
| +0.9% | +$27.2K | ﹤0.01% | 1353 |
|
|
2025
Q1 | $2.37M | Buy |
123,280
+10,596
| +9% | +$204K | ﹤0.01% | 1438 |
|
|
2024
Q4 | $2.29M | Sell |
112,684
-183,054
| -62% | -$3.71M | ﹤0.01% | 1433 |
|
|
2024
Q3 | $5.97M | Buy |
295,738
+197,308
| +200% | +$3.98M | 0.01% | 961 |
|
|
2024
Q2 | $2.2M | Sell |
98,430
-31,839
| -24% | -$711K | ﹤0.01% | 1395 |
|
|
2024
Q1 | $3.66M | Sell |
130,269
-199,568
| -61% | -$5.6M | 0.01% | 1108 |
|
|
2023
Q4 | $9.83M | Buy |
329,837
+23,835
| +8% | +$710K | 0.02% | 708 |
|
|
2023
Q3 | $7.53M | Sell |
306,002
-1,420,901
| -82% | -$34.9M | 0.01% | 763 |
|
|
2023
Q2 | $46.1M | Buy |
1,726,903
+142,878
| +9% | +$3.82M | 0.09% | 231 |
|
|
2023
Q1 | $42.7M | Buy |
1,584,025
+521,773
| +49% | +$14.1M | 0.09% | 231 |
|
|
2022
Q4 | $28M | Buy |
1,062,252
+237,336
| +29% | +$6.26M | 0.06% | 304 |
|
|
2022
Q3 | $17.8M | Buy |
824,916
+722,386
| +705% | +$15.6M | 0.05% | 380 |
|
|
2022
Q2 | $2.38M | Sell |
102,530
-174,721
| -63% | -$4.06M | 0.01% | 1155 |
|
|
2022
Q1 | $7.74M | Sell |
277,251
-31,125
| -10% | -$869K | 0.02% | 708 |
|
|
2021
Q4 | $10.3M | Sell |
308,376
-1,268
| -0.4% | -$42.5K | 0.02% | 592 |
|
|
2021
Q3 | $9.2M | Sell |
309,644
-5,699
| -2% | -$169K | 0.02% | 572 |
|
|
2021
Q2 | $10.1M | Buy |
315,343
+30,396
| +11% | +$973K | 0.03% | 514 |
|
|
2021
Q1 | $8.43M | Sell |
284,947
-22,878
| -7% | -$677K | 0.03% | 542 |
|
|
2020
Q4 | $7.68M | Buy |
307,825
+1,436
| +0.5% | +$35.8K | 0.03% | 446 |
|
|
2020
Q3 | $6.24M | Sell |
306,389
-8,444
| -3% | -$172K | 0.03% | 480 |
|
|
2020
Q2 | $6.6M | Buy |
314,833
+60,357
| +24% | +$1.27M | 0.04% | 430 |
|
|
2020
Q1 | $4.25M | Buy |
254,476
+48,261
| +23% | +$806K | 0.03% | 498 |
|
|
2019
Q4 | $5.36M | Buy |
206,215
+40,366
| +24% | +$1.05M | 0.03% | 518 |
|
|
2019
Q3 | $4.79M | Sell |
165,849
-26,743
| -14% | -$772K | 0.03% | 569 |
|
|
2019
Q2 | $6.7M | Buy |
192,592
+42,879
| +29% | +$1.49M | 0.04% | 459 |
|
|
2019
Q1 | $4.97M | Buy |
149,713
+77,196
| +106% | +$2.56M | 0.03% | 501 |
|
|
2018
Q4 | $2.15M | Sell |
72,517
-52,657
| -42% | -$1.56M | 0.02% | 738 |
|
|
2018
Q3 | $3.8M | Sell |
125,174
-581
| -0.5% | -$17.6K | 0.03% | 606 |
|
|
2018
Q2 | $4.03M | Sell |
125,755
-21,383
| -15% | -$685K | 0.03% | 571 |
|
|
2018
Q1 | $5.1M | Buy |
147,138
+20,925
| +17% | +$725K | 0.04% | 462 |
|
|
2017
Q4 | $5.46M | Sell |
126,213
-3,076
| -2% | -$133K | 0.04% | 438 |
|
|
2017
Q3 | $5.76M | Buy |
129,289
+1,858
| +1% | +$82.7K | 0.05% | 420 |
|
|
2017
Q2 | $5.71M | Buy |
127,431
+5,792
| +5% | +$259K | 0.05% | 422 |
|
|
2017
Q1 | $5.12M | Buy |
121,639
+2,607
| +2% | +$110K | 0.05% | 427 |
|
|
2016
Q4 | $4.71M | Sell |
119,032
-1,059
| -0.9% | -$41.9K | 0.05% | 396 |
|
|
2016
Q3 | $4.27M | Sell |
120,091
-2,981
| -2% | -$106K | 0.05% | 407 |
|
|
2016
Q2 | $4.11M | Buy |
123,072
+338
| +0.3% | +$11.3K | 0.05% | 389 |
|
|
2016
Q1 | $4.79M | Buy |
122,734
+37,341
| +44% | +$1.46M | 0.02% | 369 |
|
|
2015
Q4 | $3.15M | Buy |
85,393
+35,358
| +71% | +$1.3M | 0.04% | 462 |
|
|
2015
Q3 | $1.86M | Sell |
50,035
-18,709
| -27% | -$695K | 0.02% | 643 |
|
|
2015
Q2 | $3.37M | Buy |
68,744
+2,584
| +4% | +$127K | 0.05% | 387 |
|
|
2015
Q1 | $3.4M | Sell |
66,160
-72,662
| -52% | -$3.73M | 0.05% | 417 |
|
|
2014
Q4 | $7.69M | Buy |
138,822
+4,185
| +3% | +$232K | 0.12% | 201 |
|
|
2014
Q3 | $7.35M | Buy |
134,637
+9,220
| +7% | +$504K | 0.12% | 199 |
|
|
2014
Q2 | $7.25M | Buy |
125,417
+6,824
| +6% | +$395K | 0.13% | 183 |
|
|
2014
Q1 | $6.43M | Buy |
118,593
+10,445
| +10% | +$566K | 0.13% | 192 |
|
|
2013
Q4 | $6.24M | Buy |
108,148
+36,643
| +51% | +$2.12M | 0.13% | 192 |
|
|
2013
Q3 | $3.62M | Buy |
71,505
+54,755
| +327% | +$2.77M | 0.09% | 240 |
|
|
2013
Q2 | $2.28M | Buy |
+16,750
| New | +$2.28M | 0.06% | 352 |
|