Purchases and Sales Made in Q1 2022 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q1 2022. The information is specifically focused on institutions that hold shares of FRANKLIN RESOURCES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 3.75% |
$268 - $360
|
277
$5.66K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
7+ 1.1% |
$188 - $252
|
645
$13.2K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 3.4% |
$134 - $180
|
152
$3.11K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 0.17% |
$134 - $180
|
3K
$61.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.62% |
$53.7 - $71.9
|
327
$6.68K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.83% |
$53.7 - $71.9
|
242
$4.94K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.57% |
$26.8 - $36
|
176
$3.6K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5Closed |
$134 - $180
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5Closed |
$134 - $180
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7- 0.05% |
$188 - $252
|
13.7K
$281K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 1.38% |
$241 - $324
|
641
$13.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 31.03% |
$241 - $324
|
20
$409
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-12- 0.35% |
$322 - $432
|
3.46K
$70.7K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14- 4.61% |
$376 - $503
|
290
$5.92K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-16Closed |
$429 - $575
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-17- 30.36% |
$456 - $611
|
39
$797
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-20Closed |
$537 - $719
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-29- 0.12% |
$778 - $1.04K
|
24.6K
$504K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-34- 0.13% |
$912 - $1.22K
|
26.9K
$549K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37- 4.77% |
$993 - $1.33K
|
739
$15.1K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-45Closed |
$1.21K - $1.62K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-47- 0.51% |
$1.26K - $1.69K
|
9.25K
$189K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-48- 1.43% |
$1.29K - $1.73K
|
3.31K
$67.7K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-50Closed |
$1.34K - $1.8K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-53- 21.81% |
$1.42K - $1.91K
|
190
$3.88K
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-56- 5.09% |
$1.5K - $2.01K
|
1.04K
$21.3K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-58Closed |
$1.56K - $2.09K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-58- 52.25% |
$1.56K - $2.09K
|
53
$1.08K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-59Closed |
$1.58K - $2.12K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-60Closed |
$1.61K - $2.16K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-64Closed |
$1.72K - $2.3K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-67- 0.18% |
$1.8K - $2.41K
|
37.9K
$774K
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-69- 0.01% |
$1.85K - $2.48K
|
600K
$12.3M
|
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-78- 0.41% |
$2.09K - $2.8K
|
19.1K
$390K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-87- 0.88% |
$2.33K - $3.13K
|
9.81K
$200K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-91- 0.31% |
$2.44K - $3.27K
|
29.7K
$607K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-92- 2.44% |
$2.47K - $3.31K
|
3.68K
$75.2K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-100Closed |
$2.68K - $3.6K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-111- 19.89% |
$2.98K - $3.99K
|
447
$9.13K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-112- 17.47% |
$3K - $4.03K
|
529
$10.8K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-125Closed |
$3.35K - $4.5K
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-127- 0.73% |
$3.41K - $4.57K
|
17.4K
$355K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-131Closed |
$3.51K - $4.71K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-131Closed |
$3.51K - $4.71K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-132- 1.39% |
$3.54K - $4.75K
|
9.37K
$191K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-145- 1.17% |
$3.89K - $5.21K
|
12.3K
$251K
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-150- 0.62% |
$4.02K - $5.39K
|
23.9K
$488K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-167- 12.65% |
$4.48K - $6.01K
|
1.15K
$23.6K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-214Closed |
$5.74K - $7.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-233- 77.67% |
$6.25K - $8.38K
|
67
$1.37K
|