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 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-14KClosed |
$340K - $424K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-253Closed |
$6.14K - $7.66K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.25KClosed |
$30.4K - $37.8K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
408New |
$9.91K - $12.3K
|
408
$9.05K
|
|
|
May 11, 2021
Q1 2021
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-14.6KClosed |
$354K - $441K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.49MClosed |
$36.3M - $45.2M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
American Financial Group Inc
|
SELL
|
- |
-111K- 48.2% |
$2.69M - $3.35M
|
119K
$2.64M
|
|
|
May 10, 2021
Q1 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-32.1KClosed |
$780K - $973K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1Closed |
$24.3 - $30.3
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-355Closed |
$8.62K - $10.7K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-10.6K- 29.42% |
$257K - $320K
|
25.4K
$562K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-109Closed |
$2.65K - $3.3K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.09KClosed |
$74.9K - $93.4K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-416Closed |
$10.1K - $12.6K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.24KClosed |
$30.1K - $37.5K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-8.38KClosed |
$203K - $254K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
SELL
|
- |
-8.63KClosed |
$209K - $261K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$671 - $906
|
36
$798
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
600New |
$11.2K - $15.1K
|
600
$13.3K
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-72Closed |
$1.34K - $1.81K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
SELL
|
- |
-241Closed |
$4.49K - $6.06K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-46KClosed |
$857K - $1.16M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
David Abrams
Abrams Capital Management, L.P. | Boston, Ma
|
SELL
|
- |
-8.2MClosed |
$153M - $206M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Srb Corp
Boston, MA |
SELL
|
- |
-26.8KClosed |
$500K - $674K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
CALL |
-23KClosed |
$429K - $579K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
55KNew |
$1.03M - $1.38M
|
55K
$1.22M
|
|
|
Feb 10, 2021
Q4 2020
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
37.5KNew |
$699K - $944K
|
37.5K
$831K
|
|
|
Feb 09, 2021
Q4 2020
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-225KClosed |
$4.2M - $5.67M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.02KClosed |
$19.1K - $25.7K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.02KClosed |
$37.7K - $50.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Simmons Bank
|
SELL
|
- |
-44.8KClosed |
$836K - $1.13M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.59KClosed |
$48.2K - $65K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-24.3KClosed |
$453K - $611K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-138Closed |
$2.57K - $3.47K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-26.3KClosed |
$490K - $662K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-190Closed |
$3.54K - $4.78K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
33KNew |
$615K - $830K
|
33K
$732K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-45Closed |
$839 - $1.13K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Clean Yield Group
|
SELL
|
- |
-350Closed |
$6.52K - $8.81K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-10.6KClosed |
$197K - $266K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 12, 2021
Q3 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-11KClosed |
$212K - $249K
|
0
$0
|
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
700New |
$13.5K - $15.9K
|
700
$15.5K
|
|
|
Nov 16, 2020
Q3 2020
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-4.99KClosed |
$96.2K - $113K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.01KClosed |
$19.4K - $22.8K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
168New |
$3.24K - $3.81K
|
168
$3.72K
|
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-15KClosed |
$289K - $340K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-90KClosed |
$1.73M - $2.04M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.8KClosed |
$208K - $245K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mirova
Paris, I0 |
SELL
|
- |
-308Closed |
$5.94K - $6.98K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-161Closed |
$3.1K - $3.65K
|
0
$0
|
|