Purchases and Sales Made in Q4 2025 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
53.8K+ 413.85% |
$1.19M - $1.28M
|
66.8K
$1.48M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
37.8K+ 16.24% |
$836K - $900K
|
271K
$6M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.19KNew |
$203K - $219K
|
9.19K
$204K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.16KNew |
$180K - $194K
|
8.16K
$181K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.49K+ 237.64% |
$165K - $178K
|
10.6K
$236K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
5.18KNew |
$114K - $123K
|
5.18K
$115K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.08K+ 12.89% |
$112K - $121K
|
44.5K
$987K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.45K+ 1.66% |
$76.2K - $82.1K
|
211K
$4.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.31K+ 26.33% |
$73.1K - $78.7K
|
15.9K
$352K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.25K+ 4.17% |
$71.8K - $77.3K
|
81K
$1.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.11K+ 11.46% |
$46.5K - $50.1K
|
20.5K
$454K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
930+ 7.23% |
$20.6K - $22.1K
|
13.8K
$306K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
744+ 5.99% |
$16.4K - $17.7K
|
13.2K
$292K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
736+ 2.97% |
$16.3K - $17.5K
|
25.6K
$567K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
664New |
$14.7K - $15.8K
|
664
$14.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
577+ 3.66% |
$12.8K - $13.7K
|
16.3K
$362K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
397+ 4.24% |
$8.77K - $9.45K
|
9.75K
$216K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
314+ 8.35% |
$6.94K - $7.47K
|
4.07K
$90.3K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
290+ 1.14% |
$6.41K - $6.9K
|
25.7K
$570K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
229+ 78.42% |
$5.06K - $5.45K
|
521
$11.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
111+ 32.84% |
$2.45K - $2.64K
|
449
$9.95K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
43+ 0.07% |
$950 - $1.02K
|
65.4K
$1.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41+ 28.47% |
$906 - $976
|
185
$4.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 7.45% |
$575 - $619
|
375
$8.31K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
24New |
$530 - $571
|
24
$532
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
21New |
$464 - $500
|
21
$466
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15+ 26.32% |
$332 - $357
|
72
$1.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10+ 14.49% |
$221 - $238
|
79
$1.75K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
10New |
$221 - $238
|
10
$222
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$22.1 - $23.8
|
55
$1.22K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-8- 23.53% |
$177 - $190
|
26
$576
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 16.54% |
$464 - $500
|
106
$2.35K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-135- 1.23% |
$2.98K - $3.21K
|
10.8K
$240K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-328- 0.29% |
$7.25K - $7.81K
|
114K
$2.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-355- 0.21% |
$7.85K - $8.45K
|
166K
$3.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.48% |
$8.84K - $9.52K
|
15.7K
$348K
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-928- 3.09% |
$20.5K - $22.1K
|
29.1K
$645K
|
|
|
Jan 07, 2026
Q4 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-2.17K- 2.05% |
$47.9K - $51.6K
|
104K
$2.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.86K- 50.34% |
$63.1K - $68K
|
2.82K
$62.5K
|
|
|
Jan 05, 2026
Q4 2025
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
SELL
|
- |
-4.27K- 49.07% |
$94.3K - $102K
|
4.43K
$98.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-9.02K- 3.92% |
$199K - $215K
|
221K
$4.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-11.1K- 4.95% |
$245K - $264K
|
213K
$4.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-88.9K- 6.36% |
$1.96M - $2.11M
|
1.31M
$29M
|
|