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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
35New |
$726 - $969
|
35
$702
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
9.18KNew |
$190K - $254K
|
9.18K
$184K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10.3KNew |
$214K - $286K
|
10.3K
$207K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-233- 74.92% |
$4.83K - $6.45K
|
78
$1.57K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13KNew |
$269K - $359K
|
13K
$260K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-417- 2.16% |
$8.65K - $11.5K
|
18.9K
$379K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
21.5K+ 8.12% |
$446K - $595K
|
286K
$5.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
9.87KNew |
$205K - $273K
|
9.87K
$198K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-69- 0.71% |
$1.43K - $1.91K
|
9.59K
$193K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.2KNew |
$24.9K - $33.2K
|
1.2K
$24.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1K- 9.43% |
$20.7K - $27.7K
|
9.6K
$193K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
662New |
$13.7K - $18.3K
|
662
$13.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.3K- 97.97% |
$27K - $36K
|
27
$542
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
320New |
$6.64K - $8.86K
|
320
$6.42K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
98+ 82.35% |
$2.03K - $2.71K
|
217
$4.36K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.21KNew |
$191K - $255K
|
9.21K
$185K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
8.9KNew |
$185K - $246K
|
8.9K
$179K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-280- 50.91% |
$5.81K - $7.75K
|
270
$5.42K
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
BUY
|
- |
8KNew |
$166K - $222K
|
8K
$161K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14New |
$290 - $388
|
14
$281
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.29K+ 5.62% |
$26.7K - $35.6K
|
24.1K
$485K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.3KNew |
$213K - $285K
|
10.3K
$206K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
408New |
$8.46K - $11.3K
|
408
$8.19K
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
13.8KNew |
$287K - $383K
|
13.8K
$278K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$913 - $1.22K
|
44
$883
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
11New |
$228 - $304
|
11
$221
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.58KNew |
$53.6K - $71.5K
|
2.58K
$51.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
8.12KNew |
$168K - $225K
|
8.12K
$163K
|
|
| Q3 2022 | |||||||
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22.8K- 53.54% |
$491K - $663K
|
19.8K
$398K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.6KNew |
$250K - $337K
|
11.6K
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.9K- 80.41% |
$40.9K - $55.1K
|
463
$9.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
28.5KNew |
$614K - $828K
|
28.5K
$573K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.05K- 5.49% |
$22.6K - $30.4K
|
18K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Price Jennifer C.
New York, NY |
SELL
|
- |
-220K- 50.28% |
$4.73M - $6.38M
|
218K
$4.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-100- 50.25% |
$2.15K - $2.9K
|
99
$1.99K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-35- -0.0% |
$753 - $1.02K
|
705K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
36K+ 329.84% |
$776K - $1.05M
|
47K
$943K
|
|
|
Nov 14, 2022
Q3 2022
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-13.1K- 10.14% |
$281K - $379K
|
116K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-137K- 49.93% |
$2.95M - $3.98M
|
137K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
137+ 1.51% |
$2.95K - $3.98K
|
9.19K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-30- 0.11% |
$646 - $871
|
26.6K
$535K
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
13.8K+ 66.65% |
$297K - $401K
|
34.5K
$693K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
103New |
$2.22K - $2.99K
|
103
$2.07K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
331New |
$7.12K - $9.61K
|
331
$6.64K
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
290+ 0.55% |
$6.24K - $8.42K
|
52.7K
$1.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-24.8K- 8.5% |
$534K - $720K
|
267K
$5.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
210+ 85.71% |
$4.52K - $6.09K
|
455
$9.13K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.9KNew |
$40.8K - $55K
|
1.9K
$38.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.91KNew |
$41.2K - $55.5K
|
1.91K
$38.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
110New |
$2.37K - $3.19K
|
110
$2.21K
|
|