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 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.29KNew |
$184K - $250K
|
8.29K
$166K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.09K- 83.5% |
$24.2K - $32.8K
|
215
$4.31K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-22- 7.83% |
$489 - $664
|
259
$5.19K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.81KNew |
$151K - $206K
|
6.81K
$136K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-774- 7.58% |
$17.2K - $23.4K
|
9.44K
$189K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
575New |
$12.8K - $17.4K
|
575
$11.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
6.77KNew |
$150K - $204K
|
6.77K
$136K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.86K- 85.13% |
$63.7K - $86.4K
|
500
$10K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 1.43% |
$111 - $151
|
355
$7.11K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
35+ 0.21% |
$778 - $1.06K
|
16.8K
$337K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.09KNew |
$180K - $244K
|
8.09K
$162K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.12KNew |
$158K - $215K
|
7.12K
$143K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8+ 0.18% |
$178 - $241
|
4.41K
$88.3K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37- 75.51% |
$898 - $1.11K
|
12
$240
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
277K+ 114.1% |
$6.73M - $8.31M
|
520K
$10.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
30+ 0.23% |
$728 - $900
|
13K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-8.92K- 1.01% |
$217K - $268K
|
870K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
9.4KNew |
$228K - $282K
|
9.4K
$188K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.36KNew |
$203K - $251K
|
8.36K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
4.35K+ 4.85% |
$106K - $130K
|
94K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
8.87KNew |
$215K - $266K
|
8.87K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
325New |
$7.89K - $9.75K
|
325
$6.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
27.6KNew |
$670K - $828K
|
27.6K
$553K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.44KNew |
$108K - $133K
|
4.44K
$89K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40New |
$971 - $1.2K
|
40
$801
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
8.38KNew |
$203K - $251K
|
8.38K
$168K
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
122KNew |
$2.97M - $3.67M
|
122K
$2.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 31.82% |
$849 - $1.05K
|
145
$2.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.1K+ 53.22% |
$75.2K - $93K
|
8.93K
$179K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.3KNew |
$348K - $430K
|
14.3K
$287K
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-10.4K- 71.09% |
$253K - $313K
|
4.24K
$85K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.91% |
$146 - $180
|
664
$13.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.24K- 12.22% |
$78.6K - $97.1K
|
23.3K
$466K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.48KNew |
$36K - $44.5K
|
1.48K
$29.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$12.1K - $15K
|
500
$10K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
13.5KNew |
$328K - $405K
|
13.5K
$270K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1KNew |
$24.3K - $30K
|
1K
$20K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.43K+ 6.87% |
$34.8K - $43K
|
22.3K
$447K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22.5K- 25.28% |
$546K - $675K
|
66.5K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.14K- 11.96% |
$27.6K - $34.1K
|
8.38K
$168K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
447New |
$10.8K - $13.4K
|
447
$8.95K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
242New |
$5.87K - $7.26K
|
242
$4.85K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
21.7KNew |
$528K - $652K
|
21.7K
$435K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.08K- 17.66% |
$74.8K - $92.4K
|
14.4K
$288K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-260- 2.65% |
$6.31K - $7.8K
|
9.54K
$191K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
955+ 4.94% |
$23.2K - $28.7K
|
20.3K
$406K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
5.27K+ 3.19% |
$128K - $158K
|
171K
$3.42M
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-181KClosed |
$4.34M - $4.94M
|
0
$0
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-4.36KClosed |
$105K - $119K
|
0
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
398New |
$9.56K - $10.9K
|
398
$7.97K
|
|