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 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.63K+ 50.71% |
$95.4K - $106K
|
10.8K
$216K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
220New |
$5.79K - $6.45K
|
220
$4.42K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
33New |
$868 - $968
|
33
$662
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-150- 0.68% |
$3.95K - $4.4K
|
21.9K
$440K
|
|
|
Apr 12, 2024
Q1 2024
|
Arga Investment Management, LP
|
BUY
|
- |
24.4K+ 110.0% |
$642K - $716K
|
46.6K
$935K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
31.5KNew |
$829K - $924K
|
31.5K
$632K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
88+ 1.01% |
$2.32K - $2.58K
|
8.81K
$177K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-9.11KClosed |
$203K - $275K
|
0
$0
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9.61K- 32.24% |
$214K - $290K
|
20.2K
$405K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
585New |
$13K - $17.7K
|
585
$11.7K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-297- 2.0% |
$6.61K - $8.96K
|
14.5K
$292K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
6.95KNew |
$155K - $210K
|
6.95K
$139K
|
|
|
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
BUY
|
- |
8.04KNew |
$179K - $243K
|
8.04K
$161K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
402New |
$8.94K - $12.1K
|
402
$8.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
97.5KNew |
$2.17M - $2.94M
|
97.5K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-113- 96.58% |
$2.51K - $3.41K
|
4
$80.3
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-983- 11.49% |
$21.9K - $29.7K
|
7.57K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
710+ 1.45% |
$15.8K - $21.4K
|
49.5K
$994K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
27.3KNew |
$607K - $824K
|
27.3K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
18.6KNew |
$414K - $562K
|
18.6K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
103KNew |
$2.3M - $3.11M
|
103K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
63.3K+ 1999.18% |
$1.41M - $1.91M
|
66.4K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
CALL |
-22.7K- 25.88% |
$505K - $685K
|
65K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-21.2K- 72.02% |
$471K - $640K
|
8.24K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.31KNew |
$118K - $160K
|
5.31K
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-315- 20.3% |
$7.01K - $9.51K
|
1.24K
$24.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.11KNew |
$158K - $215K
|
7.11K
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
17.1KNew |
$381K - $517K
|
17.1K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
308New |
$6.85K - $9.3K
|
308
$6.18K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-270- 2.04% |
$6K - $8.15K
|
12.9K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
6.9KNew |
$153K - $208K
|
6.9K
$138K
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
8.67KNew |
$193K - $262K
|
8.67K
$174K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
9.48K+ 45138.1% |
$211K - $286K
|
9.5K
$191K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.04KClosed |
$23.2K - $31.5K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
52+ 0.35% |
$1.16K - $1.57K
|
15K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
51New |
$1.13K - $1.54K
|
51
$1.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.81K- 89.47% |
$196K - $266K
|
1.04K
$20.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 0.4% |
$44.5 - $60.4
|
498
$9.99K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.7KNew |
$37.8K - $51.3K
|
1.7K
$34.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
8.56KNew |
$190K - $258K
|
8.56K
$172K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
896+ 8.7% |
$19.9K - $27K
|
11.2K
$225K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
7.05KNew |
$157K - $213K
|
7.05K
$142K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.64K- 72.3% |
$36.6K - $49.6K
|
630
$12.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$11.1K - $15.1K
|
500
$10K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
132+ 2.25% |
$2.94K - $3.98K
|
6.01K
$121K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-317- 26.98% |
$7.05K - $9.57K
|
858
$17.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
35.6K+ 78.42% |
$791K - $1.07M
|
80.9K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.81KNew |
$151K - $206K
|
6.81K
$137K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.35% |
$22.2 - $30.2
|
75
$1.51K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$289 - $392
|
13
$261
|
|