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 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.02K+ 18.89% |
$69.6K - $84.5K
|
19K
$421K
|
|
|
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
$68.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
8.91KNew |
$206K - $250K
|
8.91K
$198K
|
|
|
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
$4.99K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
99+ 83.9% |
$2.28K - $2.77K
|
217
$4.81K
|
|
|
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 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
$7.8K
|
|
|
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
$12.4K
|
|
|
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
$4.43K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.5KNew |
$80.7K - $98.1K
|
3.5K
$77.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
801New |
$18.5K - $22.4K
|
801
$17.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-9.41KClosed |
$217K - $264K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-8.66KClosed |
$200K - $243K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
100+ 0.86% |
$2.31K - $2.8K
|
11.8K
$260K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.91K+ 29.87% |
$159K - $194K
|
30.1K
$666K
|
|
|
Jul 20, 2022
Q2 2022
|
Beecher Investors Inc
|
SELL
|
- |
-4.85KClosed |
$112K - $136K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
30New |
$692 - $841
|
30
$665
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-9.04KClosed |
$209K - $253K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-98Closed |
$2.26K - $2.75K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Triad Investment Management
|
SELL
|
- |
-131KClosed |
$3.03M - $3.68M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3New |
$69.2 - $84.1
|
3
$66.5
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-300Closed |
$6.92K - $8.41K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-7.47KClosed |
$172K - $209K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
22.2K+ 8.26% |
$513K - $623K
|
292K
$6.47M
|
|
| Q1 2022 | |||||||
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.3KClosed |
$410K - $549K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.08KClosed |
$55.7K - $74.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-79.1KClosed |
$2.12M - $2.85M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-14KClosed |
$376K - $503K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-59Closed |
$1.58K - $2.12K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-3.96MClosed |
$106M - $142M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-764- 3.75% |
$20.5K - $27.5K
|
19.6K
$434K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
125New |
$3.35K - $4.5K
|
125
$2.77K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-300Closed |
$8.05K - $10.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-17.4KClosed |
$467K - $626K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9.64KClosed |
$259K - $347K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
11New |
$295 - $396
|
11
$244
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-6.5KClosed |
$174K - $234K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-50Closed |
$1.34K - $1.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-8.92KClosed |
$239K - $321K
|
0
$0
|
|