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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
41+ 273.33% |
$683 - $978
|
56
$1.24K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
41New |
$683 - $978
|
41
$909
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
40New |
$666 - $954
|
40
$887
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28New |
$466 - $668
|
28
$621
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 12.57% |
$400 - $572
|
215
$4.77K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 153.85% |
$333 - $477
|
33
$732
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12New |
$200 - $286
|
12
$266
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
12New |
$200 - $286
|
12
$266
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10New |
$167 - $239
|
10
$222
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8New |
$133 - $191
|
8
$177
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7New |
$117 - $167
|
7
$155
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 85.71% |
$100 - $143
|
13
$288
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 600.0% |
$100 - $143
|
7
$155
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$16.7 - $23.9
|
1
$22.2
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.41% |
$16.7 - $23.9
|
72
$1.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Evergreen Quality Fund Gp, Ltd.
Grand Cayman, E9 |
BUY
|
- |
2.61M+ 99.14% |
$49.3M - $58M
|
5.24M
$116M
|
|
|
May 15, 2025
Q1 2025
|
Sandler Capital Management
New York, NY |
BUY
|
CALL |
462KNew |
$8.75M - $10.3M
|
462K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Ilex Capital Partners (Uk) LLP
London, X0 |
BUY
|
- |
142KNew |
$2.69M - $3.16M
|
142K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
43.2KNew |
$817K - $961K
|
43.2K
$958K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
33.5KNew |
$633K - $744K
|
33.5K
$742K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
31.4K+ 944.92% |
$595K - $699K
|
34.8K
$771K
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
25.6K+ 21.86% |
$484K - $569K
|
143K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
17.3KNew |
$328K - $385K
|
17.3K
$384K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
14.8KNew |
$280K - $329K
|
14.8K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
13.4KNew |
$253K - $297K
|
13.4K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.2KNew |
$250K - $294K
|
13.2K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
12.9KNew |
$244K - $287K
|
12.9K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
12.1KNew |
$230K - $270K
|
12.1K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.1K+ 40.94% |
$228K - $268K
|
41.5K
$920K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
10KNew |
$189K - $222K
|
10K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$189K - $222K
|
10K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
9.67KNew |
$183K - $215K
|
9.67K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.04K+ 21.85% |
$152K - $179K
|
44.8K
$994K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
6.51K+ 36.15% |
$123K - $145K
|
24.5K
$544K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.04K+ 297.75% |
$95.3K - $112K
|
6.73K
$149K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.99KNew |
$94.4K - $111K
|
4.99K
$111K
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.48K+ 24.57% |
$65.9K - $77.5K
|
17.7K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.25KNew |
$61.5K - $72.3K
|
3.25K
$72.1K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.27K+ 12.73% |
$43K - $50.5K
|
20.1K
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.23K+ 9.51% |
$42.1K - $49.5K
|
25.6K
$569K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.46K+ 7.76% |
$27.7K - $32.5K
|
20.3K
$450K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
810New |
$15.3K - $18K
|
810
$18K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$9.46K - $11.1K
|
500
$11.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$7.57K - $8.9K
|
400
$8.87K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
255+ 27.72% |
$4.82K - $5.67K
|
1.18K
$26K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
207+ 6.85% |
$3.92K - $4.6K
|
3.23K
$71.6K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
113New |
$2.14K - $2.51K
|
113
$2.51K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
108New |
$2.04K - $2.4K
|
108
$2.39K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
92New |
$1.74K - $2.05K
|
92
$2.04K
|
|