Latest Institutional Transactions on Franklin Resources Inc (BEN)
This table provides information on the latest institutional transactions involving Franklin Resources Inc (BEN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-88.9K- 6.36% |
$1.96M - $2.11M
|
1.31M
$29M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
397+ 4.24% |
$8.77K - $9.45K
|
9.75K
$216K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
24New |
$530 - $571
|
24
$532
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-9.02K- 3.92% |
$199K - $215K
|
221K
$4.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
577+ 3.66% |
$12.8K - $13.7K
|
16.3K
$362K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
314+ 8.35% |
$6.94K - $7.47K
|
4.07K
$90.3K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$22.1 - $23.8
|
55
$1.22K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.49K+ 237.64% |
$165K - $178K
|
10.6K
$236K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
736+ 2.97% |
$16.3K - $17.5K
|
25.6K
$567K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
111+ 32.84% |
$2.45K - $2.64K
|
449
$9.95K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.25K+ 4.17% |
$71.8K - $77.3K
|
81K
$1.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-928- 3.09% |
$20.5K - $22.1K
|
29.1K
$645K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
930+ 7.23% |
$20.6K - $22.1K
|
13.8K
$306K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.45K+ 1.66% |
$76.2K - $82.1K
|
211K
$4.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.16KNew |
$180K - $194K
|
8.16K
$181K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
37.8K+ 16.24% |
$836K - $900K
|
271K
$6M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15+ 26.32% |
$332 - $357
|
72
$1.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.08K+ 12.89% |
$112K - $121K
|
44.5K
$987K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.86K- 50.34% |
$63.1K - $68K
|
2.82K
$62.5K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
229+ 78.42% |
$5.06K - $5.45K
|
521
$11.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-8- 23.53% |
$177 - $190
|
26
$576
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
10New |
$221 - $238
|
10
$222
|
|
|
Jan 07, 2026
Q4 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-2.17K- 2.05% |
$47.9K - $51.6K
|
104K
$2.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 7.45% |
$575 - $619
|
375
$8.31K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
53.8K+ 413.85% |
$1.19M - $1.28M
|
66.8K
$1.48M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
664New |
$14.7K - $15.8K
|
664
$14.7K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
290+ 1.14% |
$6.41K - $6.9K
|
25.7K
$570K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
744+ 5.99% |
$16.4K - $17.7K
|
13.2K
$292K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.88KNew |
$229K - $257K
|
9.88K
$219K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 3.45% |
$11.6K - $13K
|
14K
$310K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11K- 76.08% |
$254K - $286K
|
3.45K
$76.4K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.76K- 29.38% |
$40.7K - $45.8K
|
4.23K
$93.8K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
8.74KNew |
$202K - $228K
|
8.74K
$194K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-90- 76.92% |
$2.08K - $2.34K
|
27
$599
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-23.6K- 43.05% |
$547K - $615K
|
31.3K
$693K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.43K+ 11.89% |
$56.2K - $63.3K
|
22.9K
$507K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.5KNew |
$265K - $298K
|
11.5K
$254K
|
|
|
Nov 19, 2025
Q3 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-250- 0.47% |
$5.78K - $6.51K
|
53.3K
$1.18M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2.01K- 3.4% |
$46.4K - $52.2K
|
56.9K
$1.26M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.32K- 3.98% |
$30.5K - $34.3K
|
31.8K
$704K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
356New |
$8.23K - $9.27K
|
356
$7.89K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.26K+ 3.57% |
$98.6K - $111K
|
124K
$2.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
9.61KNew |
$222K - $250K
|
9.61K
$213K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-8.02K- 11.42% |
$185K - $209K
|
62.2K
$1.38M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
51+ 0.55% |
$1.18K - $1.33K
|
9.26K
$205K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7+ 0.03% |
$162 - $182
|
21.8K
$483K
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
BUY
|
- |
800+ 8.32% |
$18.5K - $20.8K
|
10.4K
$231K
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
205K+ 1286.72% |
$4.75M - $5.34M
|
221K
$4.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.26K- 5.17% |
$98.5K - $111K
|
78.2K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
125KNew |
$2.89M - $3.25M
|
125K
$2.77M
|
|