Neuberger Berman Group’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Sell |
25,780
-9,169
| -26% | -$219K | ﹤0.01% | 1520 |
|
|
2025
Q1 | $673K | Buy |
34,949
+6,519
| +23% | +$125K | ﹤0.01% | 1450 |
|
|
2024
Q4 | $577K | Buy |
28,430
+10,097
| +55% | +$205K | ﹤0.01% | 1484 |
|
|
2024
Q3 | $369K | Sell |
18,333
-11,068
| -38% | -$223K | ﹤0.01% | 1600 |
|
|
2024
Q2 | $657K | Buy |
29,401
+4,080
| +16% | +$91.2K | ﹤0.01% | 1404 |
|
|
2024
Q1 | $712K | Buy |
25,321
+284
| +1% | +$7.98K | ﹤0.01% | 1381 |
|
|
2023
Q4 | $740K | Sell |
25,037
-20,115
| -45% | -$594K | ﹤0.01% | 1366 |
|
|
2023
Q3 | $1.11M | Sell |
45,152
-11,335
| -20% | -$279K | ﹤0.01% | 1226 |
|
|
2023
Q2 | $1.51M | Buy |
56,487
+14,814
| +36% | +$396K | ﹤0.01% | 1144 |
|
|
2023
Q1 | $1.12M | Sell |
41,673
-6,740
| -14% | -$182K | ﹤0.01% | 1219 |
|
|
2022
Q4 | $1.28M | Buy |
48,413
+13,232
| +38% | +$349K | ﹤0.01% | 1173 |
|
|
2022
Q3 | $769K | Buy |
35,181
+3,209
| +10% | +$70.1K | ﹤0.01% | 1336 |
|
|
2022
Q2 | $758K | Sell |
31,972
-13,126
| -29% | -$311K | ﹤0.01% | 1357 |
|
|
2022
Q1 | $1.27M | Buy |
45,098
+7,699
| +21% | +$217K | ﹤0.01% | 1293 |
|
|
2021
Q4 | $1.08M | Buy |
37,399
+10,634
| +40% | +$306K | ﹤0.01% | 1342 |
|
|
2021
Q3 | $663K | Sell |
26,765
-40,971
| -60% | -$1.01M | ﹤0.01% | 1405 |
|
|
2021
Q2 | $2.03M | Buy |
67,736
+16,908
| +33% | +$505K | ﹤0.01% | 1181 |
|
|
2021
Q1 | $1.51M | Buy |
+50,828
| New | +$1.51M | ﹤0.01% | 1216 |
|
|
2020
Q1 | – | Sell |
-8,803
| Closed | -$229K | – | 1526 |
|
|
2019
Q4 | $229K | Sell |
8,803
-27
| -0.3% | -$702 | ﹤0.01% | 1439 |
|
|
2019
Q3 | $255K | Sell |
8,830
-1,074
| -11% | -$31K | ﹤0.01% | 1407 |
|
|
2019
Q2 | $345K | Buy |
9,904
+1,141
| +13% | +$39.7K | ﹤0.01% | 1359 |
|
|
2019
Q1 | $290K | Sell |
8,763
-546
| -6% | -$18.1K | ﹤0.01% | 1369 |
|
|
2018
Q4 | $276K | Hold |
9,309
| – | – | ﹤0.01% | 1392 |
|
|
2018
Q3 | $283K | Sell |
9,309
-300
| -3% | -$9.12K | ﹤0.01% | 1443 |
|
|
2018
Q2 | $308K | Sell |
9,609
-6,450
| -40% | -$207K | ﹤0.01% | 1504 |
|
|
2018
Q1 | $557K | Sell |
16,059
-2,917
| -15% | -$101K | ﹤0.01% | 1324 |
|
|
2017
Q4 | $822K | Buy |
18,976
+3,024
| +19% | +$131K | ﹤0.01% | 1276 |
|
|
2017
Q3 | $710K | Buy |
15,952
+2,345
| +17% | +$104K | ﹤0.01% | 1217 |
|
|
2017
Q2 | $609K | Sell |
13,607
-1,855
| -12% | -$83K | ﹤0.01% | 1261 |
|
|
2017
Q1 | $652K | Buy |
15,462
+162
| +1% | +$6.83K | ﹤0.01% | 1235 |
|
|
2016
Q4 | $606K | Sell |
15,300
-330
| -2% | -$13.1K | ﹤0.01% | 1245 |
|
|
2016
Q3 | $556K | Sell |
15,630
-380
| -2% | -$13.5K | ﹤0.01% | 1244 |
|
|
2016
Q2 | $534K | Buy |
16,010
+542
| +4% | +$18.1K | ﹤0.01% | 1231 |
|
|
2016
Q1 | $604K | Buy |
15,468
+197
| +1% | +$7.69K | ﹤0.01% | 1213 |
|
|
2015
Q4 | $562K | Sell |
15,271
-3,742
| -20% | -$138K | ﹤0.01% | 1243 |
|
|
2015
Q3 | $708K | Sell |
19,013
-7,134
| -27% | -$266K | ﹤0.01% | 1227 |
|
|
2015
Q2 | $1.28M | Buy |
26,147
+42
| +0.2% | +$2.06K | ﹤0.01% | 1163 |
|
|
2015
Q1 | $1.34M | Sell |
26,105
-795,387
| -97% | -$40.8M | ﹤0.01% | 1157 |
|
|
2014
Q4 | $45.5M | Sell |
821,492
-69,215
| -8% | -$3.83M | 0.05% | 446 |
|
|
2014
Q3 | $48.6M | Sell |
890,707
-37,356
| -4% | -$2.04M | 0.05% | 437 |
|
|
2014
Q2 | $53.7M | Sell |
928,063
-64,086
| -6% | -$3.71M | 0.05% | 422 |
|
|
2014
Q1 | $53.8M | Buy |
992,149
+56,650
| +6% | +$3.07M | 0.05% | 417 |
|
|
2013
Q4 | $54M | Sell |
935,499
-95,363
| -9% | -$5.51M | 0.06% | 411 |
|
|
2013
Q3 | $52.1M | Buy |
1,030,862
+674,478
| +189% | -$1.94M | 0.06% | 408 |
|
|
2013
Q2 | $48.5M | Buy |
+356,384
| New | +$48.5M | 0.06% | 401 |
|