Franklin Resources Inc

Affiliate Of Investment Adv. | 10% Owner, Affiliate Of Investment Adv. | Affiliate-investment Adviser +3 more

2 companies

Good

Trades Analyzed

108

12M Win Rate

59.8%

Avg 3M Return

+5.7%

Avg 12M Return

+2.2%

Franklin Resources Inc is a 10% Owner at BATL with holdings across 2 companies. Recent SEC Form 4 filings include 4 buys and 11 sells.

Estimated insider holdings value: $241.7M based on current market prices.

Holdings by Company

BATLJan 26, 2018

Current Shares14.53M

Value$17.44M

Net Activity-19,281,236

Bought: 0Sold: 19.28M

BENApr 20, 2026

Current Shares6.79M

Value$224.30M

Net Activity+20.54M

Bought: 29.63MSold: 9.08M

Showing 10 filings (page 2)

Date	Ticker	Role	Type	Shares	Price	Value	Chg%	3M	12M
Dec 24, 2024	BEN Franklin Resources Inc	Affiliate Of Investment Adv	Sell	8,153	$46.01	$375,146.43	-31.1%	-3.9%	+15.8%
Dec 20, 2024	BEN Franklin Resources Inc	Affiliate Of Investment Adv	Sell	1,747	$45.09	$78,766.29	-6.2%	-2.3%	+17.1%
Dec 16, 2024	BEN Franklin Resources Inc	Affiliate Of Investment Adv	Sell	2,209	$46.04	$101,706.78	-7.3%	-9.6%	+7.2%
Dec 11, 2024	BEN Franklin Resources Inc	Affiliate Of Investment Adv	Sell	2,700	$47.45	$128,119.59	-8.2%	-12.4%	+4.8%
Dec 10, 2024	BEN Franklin Resources Inc	Affiliate Of Investment Adv	Sell	3,610	$47.60	$171,846.41	-5.0%	-10.4%	+4.3%
Oct 18, 2024	BEN Franklin Resources Inc	Affiliate Of Investment Adv	Sell	22,967	$43.70	$1,003,585.62	-14.8%	-7.5%	+6.2%
Oct 15, 2024	BEN Franklin Resources Inc	Affiliate Of Investment Adv	Sell	14,033	$43.69	$613,036.95	-10.1%	-6.2%	+12.5%
Apr 28, 2023	BEN Franklin Resources Inc	10% Owner, Affiliate - Investment Adviser	Buy	2,465,483	$10.14	$25,000,000.05	+99.0%	+5.7%	-7.0%
Nov 8, 2022	BEN Franklin Resources Inc	Affiliate Of Investment Adv.	Buy	10,134	$4.21	$42,640.83	+0.1%	+36.6%	+0.3%
Nov 7, 2022	BEN Franklin Resources Inc	Affiliate Of Investment Adv.	Buy	85,268	$4.21	$358,769.90	+0.4%	+38.3%	+1.4%