Purchases and Sales Made in Q1 2024 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q1 2024. 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 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
22+ 0.02% |
$579 - $645
|
111K
$2.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 3.13% |
$526 - $587
|
658
$13.4K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18New |
$474 - $528
|
18
$368
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
18+ 1.09% |
$474 - $528
|
1.66K
$34K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
15+ 31.25% |
$395 - $440
|
63
$1.29K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15+ 0.2% |
$395 - $440
|
7.59K
$155K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14New |
$368 - $411
|
14
$286
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 0.99% |
$289 - $323
|
1.12K
$22.9K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$263 - $293
|
10
$204
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10New |
$263 - $293
|
10
$204
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 14.52% |
$237 - $264
|
71
$1.45K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.69% |
$184 - $205
|
1.03K
$21K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7+ 0.06% |
$184 - $205
|
10.9K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$132 - $147
|
5
$102
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$132 - $147
|
5
$102
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 19.05% |
$105 - $117
|
25
$511
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
4+ 3.51% |
$105 - $117
|
118
$2.41K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$52.6 - $58.7
|
2
$40.9
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$26.3 - $29.3
|
1
$20.4
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 2.43% |
$132 - $147
|
201
$4.11K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-10- 6.94% |
$263 - $293
|
134
$2.74K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 57.14% |
$526 - $587
|
15
$306
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-33- 0.07% |
$868 - $968
|
47.5K
$971K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-34- 0.16% |
$895 - $997
|
21.5K
$438K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 11.67% |
$921 - $1.03K
|
265
$5.41K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-39- 6.39% |
$1.03K - $1.14K
|
571
$11.7K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-49- 1.36% |
$1.29K - $1.44K
|
3.56K
$72.7K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-52- 7.07% |
$1.37K - $1.53K
|
683
$14K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-53- 34.64% |
$1.39K - $1.55K
|
100
$2.04K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-54- 4.86% |
$1.42K - $1.58K
|
1.06K
$21.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64- 0.57% |
$1.68K - $1.88K
|
11.2K
$230K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-65- 10.38% |
$1.71K - $1.91K
|
561
$11.5K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-65- 0.38% |
$1.71K - $1.91K
|
17.2K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-66- 89.19% |
$1.74K - $1.94K
|
8
$163
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-77- 1.1% |
$2.03K - $2.26K
|
6.91K
$141K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-79- 0.42% |
$2.08K - $2.32K
|
18.7K
$382K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-96- 0.57% |
$2.53K - $2.82K
|
16.7K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-100- 1.25% |
$2.63K - $2.93K
|
7.91K
$162K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-102- 50.0% |
$2.68K - $2.99K
|
102
$2.08K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-105- 0.49% |
$2.76K - $3.08K
|
21.3K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-112- 0.32% |
$2.95K - $3.28K
|
35.1K
$717K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-138- 1.37% |
$3.63K - $4.05K
|
9.91K
$202K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-139- 1.33% |
$3.66K - $4.08K
|
10.3K
$211K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-141- 1.02% |
$3.71K - $4.14K
|
13.6K
$278K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-150- 0.68% |
$3.95K - $4.4K
|
21.9K
$448K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-157- 0.61% |
$4.13K - $4.6K
|
25.4K
$519K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-164- 0.92% |
$4.31K - $4.81K
|
17.7K
$361K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-166- 2.03% |
$4.37K - $4.87K
|
8K
$163K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-197- 27.79% |
$5.18K - $5.78K
|
512
$10.5K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-200- 0.33% |
$5.26K - $5.87K
|
61.1K
$1.25M
|