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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.86K- 45.78% |
$164K - $235K
|
11.7K
$259K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
382+ 1.6% |
$6.36K - $9.11K
|
24.2K
$537K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-21.3K- 69.92% |
$355K - $509K
|
9.17K
$203K
|
|
|
Aug 06, 2025
Q2 2025
|
Bastion Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-105K- 46.84% |
$1.75M - $2.51M
|
119K
$2.65M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12New |
$200 - $286
|
12
$266
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
811+ 853.68% |
$13.5K - $19.3K
|
906
$20.1K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-116- 33.62% |
$1.93K - $2.77K
|
229
$5.08K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.5KNew |
$308K - $441K
|
18.5K
$410K
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-9.85K- 17.97% |
$164K - $235K
|
45K
$997K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
12New |
$200 - $286
|
12
$266
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-2- 22.22% |
$33.3 - $47.7
|
7
$155
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
8.43KNew |
$140K - $201K
|
8.43K
$187K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-130- 60.47% |
$2.17K - $3.1K
|
85
$1.88K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
401+ 0.56% |
$6.68K - $9.56K
|
72.3K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
325+ 0.33% |
$5.41K - $7.75K
|
99K
$2.19M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9.1KNew |
$152K - $217K
|
9.1K
$202K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.54KNew |
$159K - $228K
|
9.54K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28New |
$466 - $668
|
28
$621
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-80- 68.97% |
$1.33K - $1.91K
|
36
$798
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 600.0% |
$100 - $143
|
7
$155
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
2.01K+ 1.84% |
$33.5K - $48K
|
112K
$2.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.41K- 23.74% |
$23.5K - $33.6K
|
4.53K
$100K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.43KNew |
$157K - $225K
|
9.43K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$16.7 - $23.9
|
1
$22.2
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.53K- 11.85% |
$25.4K - $36.4K
|
11.4K
$252K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
395+ 290.44% |
$6.58K - $9.42K
|
531
$11.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
600New |
$10K - $14.3K
|
600
$13.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
9.78KNew |
$163K - $233K
|
9.78K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-10- 12.82% |
$167 - $239
|
68
$1.51K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-5- 41.67% |
$83.3 - $119
|
7
$155
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
510New |
$8.5K - $12.2K
|
510
$11.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.66K- 24.0% |
$94.3K - $135K
|
17.9K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-2K- 11.88% |
$33.3K - $47.7K
|
14.8K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-3.1K- 21.38% |
$51.6K - $73.9K
|
11.4K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10New |
$167 - $239
|
10
$222
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-34.6K- 78.66% |
$577K - $826K
|
9.39K
$208K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.56KNew |
$143K - $204K
|
8.56K
$190K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.41% |
$16.7 - $23.9
|
72
$1.6K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-7.42K- 38.89% |
$124K - $177K
|
11.7K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
11.8KNew |
$196K - $281K
|
11.8K
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
366New |
$6.1K - $8.73K
|
366
$8.11K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 12.57% |
$400 - $572
|
215
$4.77K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 153.85% |
$333 - $477
|
33
$732
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-4.15K- 84.94% |
$69.1K - $98.9K
|
735
$16.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-723- 85.06% |
$12K - $17.2K
|
127
$2.82K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2K- 88.89% |
$33.3K - $47.7K
|
250
$5.54K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-125- 0.77% |
$2.08K - $2.98K
|
16K
$356K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
47New |
$783 - $1.12K
|
47
$1.04K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-40- 56.34% |
$666 - $954
|
31
$687
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-626- 1.29% |
$10.4K - $14.9K
|
47.8K
$1.06M
|
|