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 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
8.12KNew |
$168K - $225K
|
8.12K
$180K
|
|
| Q3 2022 | |||||||
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22.8K- 53.54% |
$491K - $663K
|
19.8K
$439K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.6KNew |
$250K - $337K
|
11.6K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.9K- 80.41% |
$40.9K - $55.1K
|
463
$10.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
28.5KNew |
$614K - $828K
|
28.5K
$633K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.05K- 5.49% |
$22.6K - $30.4K
|
18K
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
Price Jennifer C.
New York, NY |
SELL
|
- |
-220K- 50.28% |
$4.73M - $6.38M
|
218K
$4.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-100- 50.25% |
$2.15K - $2.9K
|
99
$2.19K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-35- -0.0% |
$753 - $1.02K
|
705K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
36K+ 329.84% |
$776K - $1.05M
|
47K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-13.1K- 10.14% |
$281K - $379K
|
116K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-137K- 49.93% |
$2.95M - $3.98M
|
137K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
137+ 1.51% |
$2.95K - $3.98K
|
9.19K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-30- 0.11% |
$646 - $871
|
26.6K
$591K
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
13.8K+ 66.65% |
$297K - $401K
|
34.5K
$765K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
103New |
$2.22K - $2.99K
|
103
$2.28K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
331New |
$7.12K - $9.61K
|
331
$7.34K
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
290+ 0.55% |
$6.24K - $8.42K
|
52.7K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-24.8K- 8.5% |
$534K - $720K
|
267K
$5.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
210+ 85.71% |
$4.52K - $6.09K
|
455
$10.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.9KNew |
$40.8K - $55K
|
1.9K
$42K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.91KNew |
$41.2K - $55.5K
|
1.91K
$42.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
110New |
$2.37K - $3.19K
|
110
$2.44K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
820New |
$17.6K - $23.8K
|
820
$18.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
6.54K+ 1.82% |
$141K - $190K
|
366K
$8.1M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
10.7KNew |
$230K - $310K
|
10.7K
$237K
|
|
| 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
$306K
|
|
|
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
$228K
|
|
|
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
$271K
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
656+ 4.39% |
$15.1K - $18.4K
|
15.6K
$346K
|
|
|
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
$1.22M
|
|
|
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
$191K
|
|
|
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
$235K
|
|
|
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
$91K
|
|
|
Aug 11, 2022
Q2 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-14.5K- 27.98% |
$335K - $407K
|
37.4K
$829K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-13- 86.67% |
$300 - $364
|
2
$44.3
|
|