| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 8, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 10,134 | $4.21 | $42,640.83 | +0.1% | - | - | |
| Nov 7, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 85,268 | $4.21 | $358,769.90 | +0.9% | - | - | |
| Nov 3, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 106,382 | $4.15 | $441,009.74 | +1.1% | +10.5% | +5.3% | |
| Nov 1, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 130,618 | $4.28 | $559,521.01 | +1.4% | - | - | |
| Oct 28, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 119,908 | $4.23 | $506,758.13 | +1.3% | - | - | |
| Oct 26, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 141,500 | $4.22 | $596,654.25 | +1.5% | - | - | |
| Oct 24, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 91,472 | $4.07 | $372,515.44 | +1.0% | +11.7% | +5.5% | |
| Oct 20, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 128,142 | $4.07 | $522,028.51 | +1.4% | +11.7% | +5.0% | |
| Oct 18, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 111,427 | $4.12 | $458,552.84 | +1.2% | +11.9% | +5.1% | |
| Oct 14, 2022 | SABA Saba Capital Income & Opportunities Fund II | Affiliate of Investment Adv. | Buy | 119,200 | $4.12 | $491,629.25 | +1.3% | +10.1% | +6.1% |