| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Affiliate of Investment Adv | Affiliate of Investment Adv. | 10% Owner
3 companies
Franklin Resources Inc last filed a Form 4 in January 2025, as 10% Owner at BATL. The filings on record cover 3 companies. From March 2017 to January 2025, the filings on record show 41 open-market purchases and 50 sales.
Historically, Franklin Resources Inc's trades have earned a middling insider score of 54/100 across 56 rated trades. Over a 12-month horizon, 35.7% of those trades were profitable, with an average 12-month return of -1.9%.
At the last filing, the largest reported position was 3,494,870 shares of SABA. Net of sales, the SABA filings show accumulation of 9,990,587 shares.
Shares as reported in the last Form 4 for each company; the most recent is from January 2025. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 12, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 102,411 | $4.23 | $432,892.73 | +1.2% | +7.0% | +4.1% | |
| Oct 10, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 53,538 | $4.28 | $229,322.35 | +0.6% | +4.3% | -1.0% | |
| Oct 5, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 2,967,386 | $4.27 | $12,670,738.22 | +51.0% | - | - | |
| Sep 21, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 100,542 | $4.50 | $452,001.34 | +1.8% | -4.7% | -4.8% | |
| Sep 19, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 116,360 | $4.49 | $522,942.63 | +2.1% | -4.0% | -3.6% | |
| Sep 15, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 111,005 | $4.54 | $504,073.00 | +2.0% | -2.6% | -4.3% | |
| Sep 13, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 124,798 | $4.60 | $574,231.76 | +2.3% | - | - | |
| Sep 9, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 84,558 | $4.55 | $384,968.00 | +1.6% | -5.9% | -6.2% | |
| Sep 7, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 138,982 | $4.57 | $635,516.34 | +2.7% | -5.5% | -5.8% | |
| Sep 2, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 135,700 | $4.64 | $630,187.22 | +2.7% | - | - |