Northwestern Mutual Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
9,286
-1,288
| -12% | -$30.7K | ﹤0.01% | 1691 |
|
|
2025
Q1 | $204K | Sell |
10,574
-488
| -4% | -$9.39K | ﹤0.01% | 1652 |
|
|
2024
Q4 | $224K | Sell |
11,062
-1,063
| -9% | -$21.6K | ﹤0.01% | 1605 |
|
|
2024
Q3 | $244K | Sell |
12,125
-8,466
| -41% | -$171K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $460K | Buy |
20,591
+6,557
| +47% | +$147K | ﹤0.01% | 1280 |
|
|
2024
Q1 | $394K | Sell |
14,034
-3,768
| -21% | -$106K | ﹤0.01% | 1320 |
|
|
2023
Q4 | $530K | Sell |
17,802
-6,042
| -25% | -$180K | ﹤0.01% | 1182 |
|
|
2023
Q3 | $586K | Buy |
23,844
+901
| +4% | +$22.1K | ﹤0.01% | 1098 |
|
|
2023
Q2 | $613K | Sell |
22,943
-5,796
| -20% | -$155K | ﹤0.01% | 1086 |
|
|
2023
Q1 | $774K | Sell |
28,739
-1,108
| -4% | -$29.8K | ﹤0.01% | 985 |
|
|
2022
Q4 | $787K | Sell |
29,847
-2,482
| -8% | -$65.5K | ﹤0.01% | 946 |
|
|
2022
Q3 | $697K | Buy |
32,329
+15,198
| +89% | +$328K | ﹤0.01% | 933 |
|
|
2022
Q2 | $399K | Buy |
17,131
+12,944
| +309% | +$301K | ﹤0.01% | 1136 |
|
|
2022
Q1 | $117K | Buy |
4,187
+2,018
| +93% | +$56.4K | ﹤0.01% | 1639 |
|
|
2021
Q4 | $72K | Buy |
2,169
+294
| +16% | +$9.76K | ﹤0.01% | 1838 |
|
|
2021
Q3 | $56K | Buy |
1,875
+696
| +59% | +$20.8K | ﹤0.01% | 1856 |
|
|
2021
Q2 | $38K | Sell |
1,179
-513
| -30% | -$16.5K | ﹤0.01% | 1948 |
|
|
2021
Q1 | $49K | Buy |
1,692
+250
| +17% | +$7.24K | ﹤0.01% | 1746 |
|
|
2020
Q4 | $36K | Buy |
1,442
+94
| +7% | +$2.35K | ﹤0.01% | 1747 |
|
|
2020
Q3 | $27K | Sell |
1,348
-22
| -2% | -$441 | ﹤0.01% | 1705 |
|
|
2020
Q2 | $28K | Sell |
1,370
-1,283
| -48% | -$26.2K | ﹤0.01% | 1620 |
|
|
2020
Q1 | $44K | Buy |
2,653
+191
| +8% | +$3.17K | ﹤0.01% | 1439 |
|
|
2019
Q4 | $64K | Buy |
2,462
+100
| +4% | +$2.6K | ﹤0.01% | 1357 |
|
|
2019
Q3 | $68K | Sell |
2,362
-1,746
| -43% | -$50.3K | ﹤0.01% | 1305 |
|
|
2019
Q2 | $143K | Sell |
4,108
-93
| -2% | -$3.24K | ﹤0.01% | 987 |
|
|
2019
Q1 | $140K | Buy |
4,201
+696
| +20% | +$23.2K | ﹤0.01% | 965 |
|
|
2018
Q4 | $104K | Buy |
3,505
+417
| +14% | +$12.4K | ﹤0.01% | 980 |
|
|
2018
Q3 | $94K | Buy |
3,088
+215
| +7% | +$6.55K | ﹤0.01% | 1060 |
|
|
2018
Q2 | $92K | Sell |
2,873
-512
| -15% | -$16.4K | ﹤0.01% | 1023 |
|
|
2018
Q1 | $117K | Sell |
3,385
-400
| -11% | -$13.8K | ﹤0.01% | 903 |
|
|
2017
Q4 | $164K | Sell |
3,785
-1,446
| -28% | -$62.7K | ﹤0.01% | 782 |
|
|
2017
Q3 | $233K | Sell |
5,231
-13
| -0.2% | -$579 | ﹤0.01% | 646 |
|
|
2017
Q2 | $235K | Buy |
5,244
+116
| +2% | +$5.2K | ﹤0.01% | 641 |
|
|
2017
Q1 | $216K | Sell |
5,128
-201
| -4% | -$8.47K | ﹤0.01% | 632 |
|
|
2016
Q4 | $211K | Buy |
+5,329
| New | +$211K | ﹤0.01% | 633 |
|
|
2016
Q3 | – | Sell |
-6,138
| Closed | -$205K | – | 309 |
|
|
2016
Q2 | $205K | Sell |
6,138
-338
| -5% | -$11.3K | ﹤0.01% | 588 |
|
|
2016
Q1 | $252K | Buy |
6,476
+266
| +4% | +$10.4K | ﹤0.01% | 514 |
|
|
2015
Q4 | $228K | Sell |
6,210
-593
| -9% | -$21.8K | ﹤0.01% | 487 |
|
|
2015
Q3 | $253K | Sell |
6,803
-119,041
| -95% | -$4.43M | 0.01% | 454 |
|
|
2015
Q2 | $6.17M | Buy |
125,844
+11,977
| +11% | +$587K | 0.16% | 110 |
|
|
2015
Q1 | $5.84M | Buy |
113,867
+11,223
| +11% | +$576K | 0.16% | 117 |
|
|
2014
Q4 | $5.68M | Buy |
102,644
+7,056
| +7% | +$391K | 0.18% | 115 |
|
|
2014
Q3 | $5.22M | Buy |
95,588
+45,301
| +90% | +$2.47M | 0.18% | 108 |
|
|
2014
Q2 | $2.91M | Buy |
50,287
+1,948
| +4% | +$113K | 0.11% | 141 |
|
|
2014
Q1 | $2.62M | Buy |
48,339
+3,684
| +8% | +$200K | 0.11% | 144 |
|
|
2013
Q4 | $2.58M | Buy |
44,655
+666
| +2% | +$38.4K | 0.12% | 135 |
|
|
2013
Q3 | $2.22M | Buy |
43,989
+37,782
| +609% | +$1.91M | 0.12% | 139 |
|
|
2013
Q2 | $282K | Buy |
+6,207
| New | +$282K | 0.02% | 301 |
|