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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.93KNew |
$208K - $268K
|
7.93K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
218+ 1.88% |
$5.71K - $7.37K
|
11.8K
$238K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.46K- 31.26% |
$90.6K - $117K
|
7.61K
$153K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.6K- 65.66% |
$984K - $1.27M
|
19.7K
$395K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.2K+ 119900.0% |
$31.4K - $40.6K
|
1.2K
$24.1K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.33MNew |
$87.3M - $113M
|
3.33M
$66.9M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
10.1KNew |
$265K - $342K
|
10.1K
$203K
|
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
8.39KNew |
$220K - $284K
|
8.39K
$168K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
55New |
$1.44K - $1.86K
|
55
$1.1K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-16- 0.1% |
$419 - $541
|
15.8K
$317K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
644+ 1110.34% |
$16.9K - $21.8K
|
702
$14.1K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
115KNew |
$3.01M - $3.89M
|
115K
$2.31M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
43New |
$1.13K - $1.45K
|
43
$863
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
40New |
$1.05K - $1.35K
|
40
$803
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
45+ 42.86% |
$1.18K - $1.52K
|
150
$3.01K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11.7K+ 117.26% |
$307K - $397K
|
21.7K
$436K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
279New |
$7.31K - $9.44K
|
279
$5.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.3KNew |
$217K - $281K
|
8.3K
$166K
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
11.5KNew |
$301K - $389K
|
11.5K
$231K
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
BUY
|
- |
38KNew |
$995K - $1.28M
|
38K
$762K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
18.4KNew |
$483K - $624K
|
18.4K
$370K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.94KNew |
$234K - $302K
|
8.94K
$179K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
15.2K+ 134.19% |
$397K - $513K
|
26.5K
$531K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
240New |
$6.29K - $8.12K
|
240
$4.82K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
392+ 1.51% |
$10.3K - $13.3K
|
26.3K
$528K
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-400- 4.78% |
$10.5K - $13.5K
|
7.98K
$160K
|
|
| Q4 2022 | |||||||
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-27.2KClosed |
$564K - $753K
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.99KNew |
$186K - $249K
|
8.99K
$180K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
105New |
$2.18K - $2.91K
|
105
$2.11K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3KNew |
$62.2K - $83K
|
3K
$60.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
61+ 2.26% |
$1.27K - $1.69K
|
2.76K
$55.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-422- 38.47% |
$8.75K - $11.7K
|
675
$13.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
243New |
$5.04K - $6.73K
|
243
$4.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6New |
$124 - $166
|
6
$120
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15New |
$311 - $415
|
15
$301
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
481+ 2.61% |
$9.98K - $13.3K
|
18.9K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
25.3KNew |
$524K - $700K
|
25.3K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
18.9KNew |
$393K - $524K
|
18.9K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.02KNew |
$21.2K - $28.3K
|
1.02K
$20.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
21+ 100.0% |
$436 - $581
|
42
$843
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.13KNew |
$64.9K - $86.6K
|
3.13K
$62.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5.76KNew |
$119K - $159K
|
5.76K
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-16K- 65.57% |
$331K - $442K
|
8.39K
$168K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-7.49K- 22.34% |
$155K - $207K
|
26K
$522K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-120- 60.0% |
$2.49K - $3.32K
|
80
$1.61K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
64New |
$1.33K - $1.77K
|
64
$1.28K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.14K+ 1045.87% |
$23.6K - $31.6K
|
1.25K
$25.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
25.8KNew |
$536K - $715K
|
25.8K
$518K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.17K- 2.44% |
$24.2K - $32.3K
|
46.7K
$938K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
CALL |
-9.4K- 19.67% |
$195K - $260K
|
38.4K
$771K
|
|