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 |
---|---|---|---|---|---|---|---|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
820New |
$17.6K - $23.8K
|
820
$16.5K
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
6.54K+ 1.82% |
$141K - $190K
|
366K
$7.34M
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
10.7KNew |
$230K - $310K
|
10.7K
$214K
|
|
Q2 2022 | |||||||
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-96Closed |
$2.21K - $2.69K
|
0
$0
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
13.8KNew |
$318K - $387K
|
13.8K
$277K
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-7.47KClosed |
$172K - $209K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-83Closed |
$1.91K - $2.33K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-173KClosed |
$3.99M - $4.85M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-10.7KClosed |
$248K - $301K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
10.3KNew |
$238K - $288K
|
10.3K
$207K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.86KClosed |
$89K - $108K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
600+ 5.17% |
$13.8K - $16.8K
|
12.2K
$245K
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
656+ 4.39% |
$15.1K - $18.4K
|
15.6K
$313K
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-9.46KClosed |
$218K - $265K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
55KNew |
$1.27M - $1.54M
|
55K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-23.3KClosed |
$538K - $653K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-90.4KClosed |
$2.09M - $2.53M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-30.6KClosed |
$705K - $856K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-300Closed |
$6.92K - $8.41K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-165Closed |
$3.81K - $4.62K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
8.6KNew |
$198K - $241K
|
8.6K
$173K
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-7.21KClosed |
$166K - $202K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-210KClosed |
$4.84M - $5.88M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
253+ 2.45% |
$5.84K - $7.09K
|
10.6K
$213K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.5KClosed |
$173K - $210K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
4.11KNew |
$94.7K - $115K
|
4.11K
$82.4K
|
|
Aug 11, 2022
Q2 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-14.5K- 27.98% |
$335K - $407K
|
37.4K
$750K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-13- 86.67% |
$300 - $364
|
2
$40.1
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.02K+ 18.89% |
$69.6K - $84.5K
|
19K
$381K
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-7.28KClosed |
$168K - $204K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-53.4KClosed |
$1.23M - $1.5M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-897Closed |
$20.7K - $25.1K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-5.93K- 65.63% |
$137K - $166K
|
3.11K
$62.3K
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
8.91KNew |
$206K - $250K
|
8.91K
$179K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-117Closed |
$2.7K - $3.28K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-120Closed |
$2.77K - $3.36K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-14- 5.86% |
$323 - $392
|
225
$4.52K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
99+ 83.9% |
$2.28K - $2.77K
|
217
$4.36K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.32KClosed |
$169K - $205K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-15.8KClosed |
$365K - $443K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-27.4KClosed |
$631K - $767K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-39.5KClosed |
$911K - $1.11M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
876New |
$20.2K - $24.5K
|
876
$17.6K
|
|
Aug 01, 2022
Q2 2022
|
Saratoga Research & Investment Management
|
SELL
|
- |
-10.8KClosed |
$250K - $304K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
62+ 21.38% |
$1.43K - $1.74K
|
352
$7.06K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-8.02KClosed |
$185K - $225K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-84- 13.02% |
$1.94K - $2.35K
|
561
$11.3K
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-12KClosed |
$277K - $336K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-743- 78.79% |
$17.1K - $20.8K
|
200
$4.01K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.5KNew |
$80.7K - $98.1K
|
3.5K
$70.2K
|