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BENF
Beneficient
3.69
2 x 2.68
2 x 4.78
bid
ask
+
0.01
0.27%
2 @ 04:00 PM
3.36 -0.33 (8.94%)
Ytd-47.51%
1y58.37%
3.63
day range
3.80
2.16
52 week range
12.48
Open3.63Prev Close3.68Low3.63High3.80Mkt Cap53.00M
Vol17.43KAvg Vol239.22KEPS-14.02P/EN/AForward P/E0.11
Beta-1.04Short Ratio0.03Inst. Own17.57%DividendN/ADiv YieldN/A
Ex Div DateN/AEarning08-1850-d Avg3.47200-d Avg4.371yr Est5.00
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Profile
Beneficient, a technology-enabled financial services company, provides liquidity solutions and related trustee, custody and trust administrative services to participants in the alternative asset industry in the United States. It operates through Ben Liquidity, Ben Custody, and Customer ExAlt Trusts segments. The company offers Ben AltAccess platform for secure, online, and end-to-end delivery of each of the Ben business unit products and services, including upload documents, and work through tasks, and complete their transactions with standardized transaction agreements. It also provides Ben Liquidity, which offers alternative asset liquidity and fiduciary financing products; Ben Custody that provides custody and trust administration services to trustees and document custodian services to customers; and Ben Markets, which provides broker-dealer and transfer agency services. In addition, the company provides Ben Insurance Services, which offers insurance products and services; and Ben Data that provides data collection, evaluation, and analytics products and services. It serves individual and institutional investors, wealth advisors, and general partners. Beneficient is based in Dallas, Texas.
Insider Holder
DateNameRelationQuantityDescription
2024-11-21CANGANY PETER T. JR.Director0.00Purchase
2024-09-29DONEGAN PATRICKDirector138.21KStock Award(Grant)
2024-10-03GWG WIND DOWN TRUSTTrustee348.18KSale
2023-07-13HEPPNER BRADLEY K.Chief Executive Officer240.06KStock Award(Grant)
2024-08-26HICKS THOMAS OLLIS SRDirector0.00Stock Award(Grant)
2023-07-13LOCKHART DENNIS PDirector1.61KStock Award(Grant)
Institution Ownership
Report DateOrganizationPositionValuePercentage
2024-09-29Hatteras Investment Partners, LP562.75K378.45K11.62%
2024-09-29HighPoint Advisor Group LLC61.00K41.02K1.26%
2024-09-29State Street Corporation59.55K40.05K1.23%
2024-09-29Stifel Financial Corporation24.30K16.34K0.50%
2024-09-29Ausdal Financial Partners, Inc.20.16K13.56K0.42%
2024-09-29Geode Capital Management, LLC17.55K11.80K0.36%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2024-09-29Vanguard Extended Market Index Fund12.03K8.09K0.25%
2024-10-30Fidelity Extended Market Index Fund12.28K8.26K0.25%
2024-10-30Fidelity Total Market Index Fund1.71K1.15K0.04%
2024-10-30Fidelity Series Total Market Index Fund1.30K875.000.03%
2024-10-30Fidelity NASDAQ Composite Index Fund1.20K809.000.02%
Split
SplitDate
1 : 82025-12-15
1 : 802024-04-18