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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-366- 86.73% |
$6.92K - $8.14K
|
56
$1.24K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
810New |
$15.3K - $18K
|
810
$18K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6New |
$114 - $133
|
6
$133
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
255+ 27.72% |
$4.82K - $5.67K
|
1.18K
$26K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-306- 88.18% |
$5.79K - $6.81K
|
41
$909
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
92New |
$1.74K - $2.05K
|
92
$2.04K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 79.54% |
$234K - $275K
|
3.18K
$70.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-32- 26.67% |
$605 - $712
|
88
$1.95K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.2KNew |
$250K - $294K
|
13.2K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.46K+ 7.76% |
$27.7K - $32.5K
|
20.3K
$450K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-14.6K- 12.15% |
$276K - $325K
|
106K
$2.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-600- 2.73% |
$11.4K - $13.3K
|
21.3K
$473K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
12.1KNew |
$230K - $270K
|
12.1K
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
63+ 0.47% |
$1.19K - $1.4K
|
13.6K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
12.9KNew |
$244K - $287K
|
12.9K
$286K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$7.57K - $8.9K
|
400
$8.87K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$9.46K - $11.1K
|
500
$11.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30+ 200.0% |
$568 - $667
|
45
$998
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
105K+ 2363.17% |
$2.02M - $2.38M
|
109K
$2.42M
|
|
|
Apr 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
53KNew |
$1.03M - $1.21M
|
53K
$1.18M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
139KNew |
$2.69M - $3.17M
|
139K
$3.09M
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
172KNew |
$3.33M - $3.92M
|
172K
$3.82M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
27New |
$522 - $615
|
27
$599
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$281K - $331K
|
14.5K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-865- 4.17% |
$16.7K - $19.7K
|
19.9K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-25.2K- 3.23% |
$488K - $575K
|
757K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
72+ 5.61% |
$1.39K - $1.64K
|
1.36K
$30K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.87KNew |
$191K - $225K
|
9.87K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
224KNew |
$4.33M - $5.1M
|
224K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
787KNew |
$15.2M - $17.9M
|
787K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
48.4KNew |
$937K - $1.1M
|
48.4K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-217K- 87.72% |
$4.19M - $4.93M
|
30.3K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
12.7KNew |
$246K - $289K
|
12.7K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.9K- 95.61% |
$75.4K - $88.7K
|
179
$3.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-713K- 2.21% |
$13.8M - $16.2M
|
31.6M
$700M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
11.6KNew |
$225K - $265K
|
11.6K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-131K- 86.06% |
$2.53M - $2.98M
|
21.2K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
109New |
$2.11K - $2.48K
|
109
$2.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-239- 42.15% |
$4.62K - $5.44K
|
328
$7.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
981+ 350.36% |
$19K - $22.3K
|
1.26K
$28K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
325New |
$6.29K - $7.4K
|
325
$7.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
300+ 3.0% |
$5.81K - $6.83K
|
10.3K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3New |
$58.1 - $68.3
|
3
$66.5
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-239- 42.15% |
$4.62K - $5.44K
|
328
$7.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-425K- 88.63% |
$8.22M - $9.67M
|
54.5K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.66KNew |
$32.1K - $37.8K
|
1.66K
$36.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
21.5KNew |
$416K - $489K
|
21.5K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
486New |
$9.4K - $11.1K
|
486
$10.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-107- 39.63% |
$2.07K - $2.44K
|
163
$3.61K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
17+ 21.52% |
$329 - $387
|
96
$2.13K
|
|