Purchases and Sales Made in Q3 2023 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
269+ 8.16% |
$6.53K - $8.07K
|
3.56K
$71.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
245+ 2.33% |
$5.95K - $7.35K
|
10.8K
$215K
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
245+ 0.15% |
$5.95K - $7.35K
|
169K
$3.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
244+ 1.66% |
$5.92K - $7.32K
|
14.9K
$299K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
242New |
$5.87K - $7.26K
|
242
$4.84K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
220+ 1.07% |
$5.34K - $6.6K
|
20.8K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
203+ 8.83% |
$4.93K - $6.09K
|
2.5K
$50.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
200+ 2.41% |
$4.85K - $6K
|
8.51K
$170K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
179+ 8.67% |
$4.34K - $5.37K
|
2.24K
$44.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
150+ 0.64% |
$3.64K - $4.5K
|
23.5K
$471K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
120New |
$2.91K - $3.6K
|
120
$2.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
109+ 0.19% |
$2.65K - $3.27K
|
56.6K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.2% |
$2.43K - $3K
|
49K
$981K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
89+ 1.12% |
$2.16K - $2.67K
|
8.05K
$161K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
68+ 0.09% |
$1.65K - $2.04K
|
75.8K
$1.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60+ 30.15% |
$1.46K - $1.8K
|
259
$5.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
59+ 6.5% |
$1.43K - $1.77K
|
966
$19.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
56+ 0.07% |
$1.36K - $1.68K
|
82K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
55+ 1.25% |
$1.33K - $1.65K
|
4.46K
$89.4K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 12.63% |
$1.21K - $1.5K
|
446
$8.93K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
43New |
$1.04K - $1.29K
|
43
$861
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40New |
$971 - $1.2K
|
40
$801
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38+ 422.22% |
$922 - $1.14K
|
47
$941
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
35New |
$849 - $1.05K
|
35
$701
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 31.82% |
$849 - $1.05K
|
145
$2.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
30+ 0.23% |
$728 - $900
|
13K
$261K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
28+ 0.84% |
$680 - $840
|
3.36K
$67.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 1.68% |
$558 - $690
|
1.39K
$27.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
21New |
$510 - $630
|
21
$420
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
21+ 38.18% |
$510 - $630
|
76
$1.52K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.91% |
$146 - $180
|
664
$13.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 4.76% |
$121 - $150
|
110
$2.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.86% |
$72.8 - $90
|
350
$7.01K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 1.42% |
$48.5 - $60
|
143
$2.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.01% |
$24.3 - $30
|
8.91K
$178K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.37% |
$24.3 - $30
|
74
$1.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.1% |
$146 - $180
|
6.1K
$122K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-23- 5.2% |
$558 - $690
|
419
$8.39K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-23- 16.91% |
$558 - $690
|
113
$2.26K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-23- 0.22% |
$558 - $690
|
10.2K
$205K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-28- 4.39% |
$680 - $840
|
610
$12.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-29- 0.32% |
$704 - $870
|
8.98K
$180K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 9.09% |
$728 - $900
|
300
$6.01K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-32- 2.0% |
$777 - $960
|
1.57K
$31.5K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37- 75.51% |
$898 - $1.11K
|
12
$240
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-46- 28.22% |
$1.12K - $1.38K
|
117
$2.34K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-53- 0.23% |
$1.29K - $1.59K
|
22.9K
$458K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-57- 0.56% |
$1.38K - $1.71K
|
10.1K
$203K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-61- 0.67% |
$1.48K - $1.83K
|
9K
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-64- 8.24% |
$1.55K - $1.92K
|
713
$14.3K
|