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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
66.8KNew |
$1.46M - $1.84M
|
66.8K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-574- 5.65% |
$12.5K - $15.9K
|
9.59K
$192K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-820- 4.39% |
$17.9K - $22.6K
|
17.9K
$358K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
14+ 1.0% |
$306 - $387
|
1.42K
$28.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.71KNew |
$212K - $268K
|
9.71K
$195K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19.2K+ 6.2% |
$420K - $531K
|
329K
$6.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-159- 13.65% |
$3.47K - $4.39K
|
1.01K
$20.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
963New |
$21K - $26.6K
|
963
$19.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1K+ 13.7% |
$21.8K - $27.6K
|
8.3K
$167K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-697- 4.16% |
$15.2K - $19.3K
|
16.1K
$322K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 128.57% |
$393 - $497
|
32
$642
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
27.8KNew |
$608K - $769K
|
27.8K
$559K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$2.18K - $2.76K
|
100
$2.01K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 39.05% |
$1.44K - $1.82K
|
235
$4.72K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 11.32% |
$655 - $829
|
295
$5.92K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.82K+ 8054.29% |
$61.5K - $77.9K
|
2.85K
$57.3K
|
|
|
Jul 16, 2024
Q2 2024
|
M&G PLC
London, X0 |
BUY
|
- |
13.9KNew |
$304K - $384K
|
13.9K
$279K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.77K+ 11.92% |
$38.7K - $49K
|
16.6K
$334K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-761- 3.05% |
$16.6K - $21K
|
24.2K
$486K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
143New |
$3.12K - $3.95K
|
143
$2.87K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
203New |
$4.43K - $5.61K
|
203
$4.07K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
61New |
$1.33K - $1.68K
|
61
$1.22K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-671- 5.7% |
$14.6K - $18.5K
|
11.1K
$223K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8.86KNew |
$193K - $245K
|
8.86K
$178K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
123+ 0.4% |
$2.69K - $3.4K
|
30.7K
$615K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-300- 60.0% |
$6.55K - $8.29K
|
200
$4.01K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 1.49% |
$43.7 - $55.2
|
136
$2.73K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-4.2K- 21.77% |
$91.7K - $116K
|
15.1K
$303K
|
|
| Q1 2024 | |||||||
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-14.2KClosed |
$373K - $416K
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
15+ 31.25% |
$395 - $440
|
63
$1.26K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.7KNew |
$71K - $79.2K
|
2.7K
$54.2K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-754- 3.69% |
$19.8K - $22.1K
|
19.7K
$395K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.03K+ 46.49% |
$27.2K - $30.3K
|
3.26K
$65.4K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$331K - $369K
|
12.6K
$253K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 12.46% |
$32.7K - $36.4K
|
8.73K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.05K+ 16.9% |
$107K - $119K
|
28K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31.8KNew |
$835K - $931K
|
31.8K
$637K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-600- 3.61% |
$15.8K - $17.6K
|
16K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
11.7KNew |
$309K - $344K
|
11.7K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
53.6K+ 48.23% |
$1.41M - $1.57M
|
165K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
54.7KNew |
$1.44M - $1.6M
|
54.7K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-19K- 59.77% |
$500K - $558K
|
12.8K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-69K- 4.14% |
$1.81M - $2.02M
|
1.6M
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-2.2K- 6.61% |
$57.9K - $64.5K
|
31.1K
$624K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
8.13KNew |
$214K - $238K
|
8.13K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
175KNew |
$4.61M - $5.14M
|
175K
$3.51M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
55.4KNew |
$1.46M - $1.63M
|
55.4K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
104KNew |
$2.74M - $3.05M
|
104K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
15.4KNew |
$405K - $452K
|
15.4K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$5.26K - $5.87K
|
200
$4.01K
|
|