| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 31, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 150,981 | $4.65 | $702,204.98 | +3.1% | -8.0% | -4.9% | |
| Aug 29, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 138,012 | $4.69 | $646,903.13 | +2.9% | -9.0% | -5.5% | |
| Aug 25, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 156,777 | $4.70 | $737,552.30 | +3.4% | -10.0% | -8.4% | |
| Aug 23, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 146,829 | $4.61 | $676,530.20 | +3.3% | -9.8% | -6.1% | |
| Aug 19, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 166,276 | $4.68 | $778,728.45 | +3.9% | -10.2% | -7.0% | |
| Aug 17, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 131,871 | $4.77 | $629,295.42 | +3.2% | -9.3% | -8.5% | |
| Aug 15, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 84,070 | $4.80 | $403,633.08 | +2.1% | -11.4% | -9.0% | |
| Aug 11, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 217,934 | $4.83 | $1,053,004.47 | +5.7% | -12.4% | -7.2% | |
| Aug 9, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 195,440 | $4.74 | $927,262.76 | +5.4% | -7.4% | -4.8% | |
| Aug 5, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 1,895,538 | $4.77 | $9,040,233.32 | +109.7% | -11.6% | -6.0% |