| 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 2, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 205,550 | $4.69 | $964,083.62 | +13.5% | - | - | |
| Jul 29, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 178,861 | $4.53 | $809,624.58 | +13.3% | -7.5% | -0.7% | |
| Jul 27, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 252,120 | $4.38 | $1,104,708.48 | +23.1% | - | - | |
| Jul 25, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 193,249 | $4.44 | $857,792.11 | +21.5% | - | - | |
| Jul 21, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 166,354 | $4.43 | $737,342.08 | +22.7% | - | - | |
| Jul 19, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 236,722 | $4.39 | $1,039,291.01 | +47.9% | - | - | |
| Jul 15, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 113,000 | $4.39 | $496,081.30 | +29.6% | -2.6% | +7.3% | |
| Jul 13, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 110,548 | $4.35 | $481,321.76 | +40.8% | -3.4% | +4.7% | |
| Jul 11, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 93,286 | $4.36 | $406,568.17 | +52.5% | +0.7% | +3.8% | |
| Jul 7, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 84,672 | $4.46 | $377,248.89 | +90.9% | - | - |