Purchases and Sales Made in Q3 2024 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-872- 15.15% |
$16.7K - $20.9K
|
4.89K
$99.8K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-878- 11.38% |
$16.8K - $21K
|
6.83K
$140K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-984- 5.06% |
$18.8K - $23.6K
|
18.5K
$377K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.02K- 77.46% |
$19.5K - $24.4K
|
296
$6.05K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 8.96% |
$19.6K - $24.5K
|
10.4K
$212K
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.06K- 0.14% |
$20.2K - $25.4K
|
741K
$15.1M
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.09K- 6.08% |
$20.8K - $26K
|
16.8K
$343K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.1K- 9.46% |
$21K - $26.3K
|
10.5K
$214K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.1K- 5.54% |
$21K - $26.4K
|
18.8K
$383K
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.1K- 4.87% |
$21K - $26.4K
|
21.5K
$439K
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.14K- 4.82% |
$21.8K - $27.3K
|
22.5K
$460K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.22K- 6.08% |
$23.3K - $29.2K
|
18.8K
$385K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.27K- 8.49% |
$24.2K - $30.3K
|
13.6K
$279K
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-1.27K- 10.24% |
$24.3K - $30.4K
|
11.1K
$227K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.45K- 8.2% |
$27.7K - $34.7K
|
16.2K
$331K
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.58K- 7.68% |
$30.1K - $37.8K
|
18.9K
$387K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.6K- 1.2% |
$30.5K - $38.3K
|
131K
$2.68M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.65K- 26.56% |
$31.5K - $39.5K
|
4.55K
$93K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.69K- 14.44% |
$32.3K - $40.5K
|
10K
$205K
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.87K- 3.68% |
$35.8K - $44.9K
|
49K
$1M
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.93K- 1.51% |
$36.9K - $46.3K
|
126K
$2.57M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.2K- 17.84% |
$42.2K - $52.8K
|
10.2K
$207K
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-2.46K- 12.19% |
$47.1K - $59K
|
17.7K
$362K
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.46K- 2.23% |
$47.1K - $59K
|
108K
$2.21M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.63K- 86.16% |
$50.3K - $63K
|
422
$8.62K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.64K- 12.69% |
$50.5K - $63.2K
|
18.1K
$371K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.18K- 14.8% |
$60.7K - $76.1K
|
18.3K
$373K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.2K- 48.11% |
$61.2K - $76.7K
|
3.45K
$70.5K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3.31K- 23.05% |
$63.3K - $79.3K
|
11.1K
$226K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.62K- 18.72% |
$69.2K - $86.7K
|
15.7K
$321K
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-3.64K- 23.37% |
$69.6K - $87.2K
|
11.9K
$244K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.66K- 1.81% |
$70K - $87.7K
|
198K
$4.05M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.15K- 16.79% |
$79.3K - $99.4K
|
20.5K
$420K
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-4.16K- 21.4% |
$79.5K - $99.6K
|
15.3K
$312K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.16K- 3.65% |
$79.5K - $99.6K
|
110K
$2.24M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.16K- 19.32% |
$79.6K - $99.7K
|
17.4K
$355K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.25K- 19.27% |
$81.3K - $102K
|
17.8K
$364K
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-4.46K- 11.84% |
$85.2K - $107K
|
33.2K
$678K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.52K- 22.77% |
$86.4K - $108K
|
15.3K
$313K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.58K- 9.61% |
$87.7K - $110K
|
43.1K
$880K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.02K- 13.14% |
$96K - $120K
|
33.2K
$678K
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-5.1K- 6.81% |
$97.5K - $122K
|
69.7K
$1.42M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.48K- 61.63% |
$105K - $131K
|
3.41K
$69.7K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.57K- 9.48% |
$107K - $134K
|
53.2K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.59K- 11.85% |
$107K - $134K
|
41.6K
$850K
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.75K- 26.08% |
$110K - $138K
|
16.3K
$333K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.93K- 0.77% |
$133K - $166K
|
897K
$18.3M
|
|
Nov 14, 2024
Q3 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-7.19K- 12.95% |
$138K - $172K
|
48.3K
$987K
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-7.74K- 11.36% |
$148K - $186K
|
60.4K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-7.89K- 37.04% |
$151K - $189K
|
13.4K
$274K
|