Latest Institutional Sells of Franklin Resources Inc (BEN)
This list provides information on the latest institutional transactions involving Franklin Resources Inc (BEN) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-774- 7.58% |
$17.2K - $23.4K
|
9.44K
$188K
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-317- 26.98% |
$7.05K - $9.57K
|
858
$17K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-315- 20.3% |
$7.01K - $9.51K
|
1.24K
$24.6K
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-297- 2.0% |
$6.61K - $8.96K
|
14.5K
$289K
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-270- 2.04% |
$6K - $8.15K
|
12.9K
$257K
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-113- 96.58% |
$2.51K - $3.41K
|
4
$79.5
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-22- 7.83% |
$489 - $664
|
259
$5.15K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 0.4% |
$44.5 - $60.4
|
498
$9.9K
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22.5K- 25.28% |
$546K - $675K
|
66.5K
$1.32M
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-10.4K- 71.09% |
$253K - $313K
|
4.24K
$84.3K
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-8.92K- 1.01% |
$217K - $268K
|
870K
$17.3M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.24K- 12.22% |
$78.6K - $97.1K
|
23.3K
$462K
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.08K- 17.66% |
$74.8K - $92.4K
|
14.4K
$285K
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.14K- 11.96% |
$27.6K - $34.1K
|
8.38K
$167K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-260- 2.65% |
$6.31K - $7.8K
|
9.54K
$189K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37- 75.51% |
$898 - $1.11K
|
12
$238
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-438K- 95.15% |
$10.5M - $12M
|
22.4K
$444K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-181KClosed |
$4.34M - $4.94M
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
SELL
|
PUT |
-154K- 27.5% |
$3.7M - $4.2M
|
406K
$8.07M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-12.8K- 61.41% |
$307K - $349K
|
8.04K
$160K
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-8.33K- 2.74% |
$200K - $227K
|
295K
$5.87M
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-7.25K- 20.09% |
$174K - $198K
|
28.8K
$573K
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-4.36KClosed |
$105K - $119K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.13K- 29.1% |
$99.1K - $113K
|
10.1K
$200K
|
|
Jul 10, 2023
Q2 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.27K- 12.41% |
$30.5K - $34.6K
|
8.96K
$178K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.07K- 9.62% |
$25.7K - $29.2K
|
10K
$200K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.03K- 6.36% |
$24.8K - $28.2K
|
15.2K
$302K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-909- 12.89% |
$21.8K - $24.8K
|
6.14K
$122K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-802- 9.07% |
$19.3K - $21.9K
|
8.04K
$160K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-544- 5.14% |
$13.1K - $14.9K
|
10K
$200K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-342- 41.11% |
$8.21K - $9.34K
|
490
$9.74K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-188- 33.57% |
$4.51K - $5.13K
|
372
$7.39K
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-188- 0.38% |
$4.51K - $5.13K
|
49.6K
$986K
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-78- 1.02% |
$1.87K - $2.13K
|
7.55K
$150K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-35- 0.36% |
$840 - $956
|
9.67K
$192K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 19.05% |
$768 - $874
|
136
$2.7K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-31- 13.96% |
$744 - $846
|
191
$3.8K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17- 19.54% |
$408 - $464
|
70
$1.39K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 6.76% |
$120 - $137
|
69
$1.37K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-145K- 90.87% |
$3.81M - $4.92M
|
14.6K
$290K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.6K- 65.66% |
$984K - $1.27M
|
19.7K
$391K
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-26KClosed |
$680K - $878K
|
0
$0
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.46K- 31.26% |
$90.6K - $117K
|
7.61K
$151K
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-400- 4.78% |
$10.5K - $13.5K
|
7.98K
$158K
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-16- 0.1% |
$419 - $541
|
15.8K
$314K
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8- 0.15% |
$210 - $271
|
5.3K
$105K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 6.25% |
$52.4 - $67.6
|
30
$596
|
|
Q4 2022 | |||||||
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-27.2KClosed |
$564K - $753K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-16K- 65.57% |
$331K - $442K
|
8.39K
$167K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
CALL |
-9.4K- 19.67% |
$195K - $260K
|
38.4K
$763K
|