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 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.13KNew |
$27.2K - $31K
|
1.13K
$22.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.43KNew |
$82.3K - $93.6K
|
3.43K
$68.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-188- 33.57% |
$4.51K - $5.13K
|
372
$7.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-35- 0.36% |
$840 - $956
|
9.67K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-438K- 95.15% |
$10.5M - $12M
|
22.4K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.35KNew |
$128K - $146K
|
5.35K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
SELL
|
PUT |
-154K- 27.5% |
$3.7M - $4.2M
|
406K
$8.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.07K- 9.62% |
$25.7K - $29.2K
|
10K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-188- 0.38% |
$4.51K - $5.13K
|
49.6K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-544- 5.14% |
$13.1K - $14.9K
|
10K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-7.25K- 20.09% |
$174K - $198K
|
28.8K
$579K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-802- 9.07% |
$19.3K - $21.9K
|
8.04K
$161K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-12.8K- 61.41% |
$307K - $349K
|
8.04K
$161K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
672New |
$16.1K - $18.3K
|
672
$13.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33New |
$792 - $901
|
33
$662
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-8.33K- 2.74% |
$200K - $227K
|
295K
$5.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.76K+ 4.91% |
$162K - $184K
|
144K
$2.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.03K- 6.36% |
$24.8K - $28.2K
|
15.2K
$305K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
652+ 3.53% |
$15.7K - $17.8K
|
19.1K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.13K- 29.1% |
$99.1K - $113K
|
10.1K
$202K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 1.05% |
$480 - $546
|
1.93K
$38.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.04K+ 11.84% |
$97K - $110K
|
38.2K
$766K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
80+ 0.92% |
$1.92K - $2.18K
|
8.78K
$176K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-78- 1.02% |
$1.87K - $2.13K
|
7.55K
$151K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$24K - $27.3K
|
1K
$20.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-31- 13.96% |
$744 - $846
|
191
$3.83K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-342- 41.11% |
$8.21K - $9.34K
|
490
$9.83K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17- 19.54% |
$408 - $464
|
70
$1.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
7.58KNew |
$182K - $207K
|
7.58K
$152K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
6.19K+ 7.26% |
$149K - $169K
|
91.5K
$1.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.03% |
$72 - $81.9
|
8.6K
$173K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
14+ 0.06% |
$336 - $382
|
24.2K
$486K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1K+ 100.0% |
$24K - $27.3K
|
2K
$40.1K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-909- 12.89% |
$21.8K - $24.8K
|
6.14K
$123K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 19.05% |
$768 - $874
|
136
$2.73K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 6.76% |
$120 - $137
|
69
$1.38K
|
|
|
Jul 10, 2023
Q2 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.27K- 12.41% |
$30.5K - $34.6K
|
8.96K
$180K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14New |
$367 - $473
|
14
$281
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-26KClosed |
$680K - $878K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
486+ 3471.43% |
$12.7K - $16.4K
|
500
$10K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
32.3KNew |
$846K - $1.09M
|
32.3K
$649K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-145K- 90.87% |
$3.81M - $4.92M
|
14.6K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
135KNew |
$3.53M - $4.56M
|
135K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.78KNew |
$178K - $229K
|
6.78K
$136K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street LLC
|
BUY
|
- |
57.5KNew |
$1.51M - $1.94M
|
57.5K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street LLC
|
BUY
|
PUT |
57.5KNew |
$1.51M - $1.94M
|
57.5K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.54KNew |
$40.2K - $51.9K
|
1.54K
$30.8K
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
12.9KNew |
$338K - $437K
|
12.9K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
8.11KNew |
$212K - $274K
|
8.11K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8- 0.15% |
$210 - $271
|
5.3K
$106K
|
|