Latest Institutional Purchases of Franklin Resources Inc (BEN)
This list provides information on the latest institutional transactions involving Franklin Resources Inc (BEN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
45+ 42.86% |
$1.18K - $1.52K
|
150
$2.71K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
43New |
$1.13K - $1.45K
|
43
$777
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
40New |
$1.05K - $1.35K
|
40
$722
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14New |
$367 - $473
|
14
$253
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
25.8KNew |
$536K - $715K
|
25.8K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
25.3KNew |
$524K - $700K
|
25.3K
$456K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
21.5K+ 8.12% |
$446K - $595K
|
286K
$5.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
18.9KNew |
$393K - $524K
|
18.9K
$342K
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
13.8KNew |
$287K - $383K
|
13.8K
$250K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13KNew |
$269K - $359K
|
13K
$234K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10.3KNew |
$214K - $286K
|
10.3K
$187K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.3KNew |
$213K - $285K
|
10.3K
$186K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
9.87KNew |
$205K - $273K
|
9.87K
$178K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.21KNew |
$191K - $255K
|
9.21K
$166K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
9.18KNew |
$190K - $254K
|
9.18K
$166K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.99KNew |
$186K - $249K
|
8.99K
$162K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
8.9KNew |
$185K - $246K
|
8.9K
$161K
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
8.12KNew |
$168K - $225K
|
8.12K
$147K
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
BUY
|
- |
8KNew |
$166K - $222K
|
8K
$145K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5.76KNew |
$119K - $159K
|
5.76K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.13KNew |
$64.9K - $86.6K
|
3.13K
$56.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3KNew |
$62.2K - $83K
|
3K
$54.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.58KNew |
$53.6K - $71.5K
|
2.58K
$46.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.29K+ 5.62% |
$26.7K - $35.6K
|
24.1K
$436K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.2KNew |
$24.9K - $33.2K
|
1.2K
$21.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.14K+ 1045.87% |
$23.6K - $31.6K
|
1.25K
$22.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.02KNew |
$21.2K - $28.3K
|
1.02K
$18.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
662New |
$13.7K - $18.3K
|
662
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
481+ 2.61% |
$9.98K - $13.3K
|
18.9K
$342K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
408New |
$8.46K - $11.3K
|
408
$7.37K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
320New |
$6.64K - $8.86K
|
320
$5.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
243New |
$5.04K - $6.73K
|
243
$4.39K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
105New |
$2.18K - $2.91K
|
105
$1.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
98+ 82.35% |
$2.03K - $2.71K
|
217
$3.92K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
64New |
$1.33K - $1.77K
|
64
$1.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
61+ 2.26% |
$1.27K - $1.69K
|
2.76K
$49.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$913 - $1.22K
|
44
$795
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
35New |
$726 - $969
|
35
$632
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
21+ 100.0% |
$436 - $581
|
42
$759
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15New |
$311 - $415
|
15
$271
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14New |
$290 - $388
|
14
$253
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
11New |
$228 - $304
|
11
$199
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6New |
$124 - $166
|
6
$108
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
36K+ 329.84% |
$776K - $1.05M
|
47K
$848K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
28.5KNew |
$614K - $828K
|
28.5K
$515K
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
13.8K+ 66.65% |
$297K - $401K
|
34.5K
$623K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.6KNew |
$250K - $337K
|
11.6K
$210K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
10.7KNew |
$230K - $310K
|
10.7K
$193K
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
6.54K+ 1.82% |
$141K - $190K
|
366K
$6.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.91KNew |
$41.2K - $55.5K
|
1.91K
$34.6K
|
|