Latest Institutional Transactions on Franklin Resources Inc (BEN)
This table provides information on the latest institutional transactions involving Franklin Resources Inc (BEN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.4K- 8.12% |
$124K - $146K
|
72.4K
$1.42M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43.4K+ 8.83% |
$841K - $989K
|
535K
$10.5M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
30.4K+ 94.82% |
$589K - $692K
|
62.5K
$1.22M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
318+ 305.77% |
$6.15K - $7.24K
|
422
$8.25K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18- 0.3% |
$348 - $410
|
6K
$117K
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.93K- 1.12% |
$37.3K - $43.9K
|
171K
$3.34M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-563- 19.24% |
$10.9K - $12.8K
|
2.36K
$46.2K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-451- 51.48% |
$8.73K - $10.3K
|
425
$8.31K
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
7.34K+ 65.98% |
$142K - $167K
|
18.5K
$361K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-697- 3.32% |
$13.5K - $15.9K
|
20.3K
$398K
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
17KNew |
$329K - $387K
|
17K
$333K
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-3.31K- 13.87% |
$64K - $75.3K
|
20.6K
$402K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-186- 9.55% |
$3.6K - $4.23K
|
1.76K
$34.4K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-8- 0.53% |
$155 - $182
|
1.5K
$29.3K
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-13.4K- 2.29% |
$259K - $305K
|
572K
$11.2M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25New |
$484 - $569
|
25
$489
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-125- 1.25% |
$2.42K - $2.85K
|
9.89K
$193K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.84K- 15.87% |
$132K - $156K
|
36.3K
$709K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
281New |
$5.44K - $6.4K
|
281
$5.5K
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.14K+ 6.59% |
$80.2K - $94.3K
|
67K
$1.31M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.44K+ 12.87% |
$27.8K - $32.7K
|
12.6K
$247K
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-292- 0.27% |
$5.65K - $6.65K
|
108K
$2.11M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.86K+ 11.9% |
$74.7K - $87.9K
|
36.3K
$710K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
340+ 1.75% |
$6.58K - $7.74K
|
19.8K
$387K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-188- 83.19% |
$3.64K - $4.28K
|
38
$743
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-45.7K- 67.47% |
$885K - $1.04M
|
22K
$431K
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-4.18K- 9.01% |
$81K - $95.2K
|
42.3K
$827K
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4.56K+ 1401.54% |
$88.1K - $104K
|
4.88K
$95.5K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15New |
$290 - $341
|
15
$293
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65+ 1.91% |
$1.26K - $1.48K
|
3.48K
$68K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
722+ 2.17% |
$14K - $16.4K
|
33.9K
$663K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.75K+ 59.48% |
$72.5K - $85.3K
|
10K
$197K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-282- 79.89% |
$5.46K - $6.42K
|
71
$1.39K
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
9.97K+ 693.05% |
$193K - $227K
|
11.4K
$223K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
550+ 2200.0% |
$10.6K - $12.5K
|
575
$11.2K
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-4.3K- 11.77% |
$83.3K - $97.9K
|
32.3K
$631K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-30.3K- 66.51% |
$586K - $690K
|
15.3K
$298K
|
|
Jan 03, 2025
Q4 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-2.14K- 1.34% |
$41.4K - $48.7K
|
158K
$3.08M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-93- 39.08% |
$1.8K - $2.12K
|
145
$2.84K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
725+ 10.61% |
$14K - $16.5K
|
7.56K
$148K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.47M+ 263.09% |
$28M - $35.1M
|
2.02M
$39.6M
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.3K+ 1.96% |
$24.8K - $31.1K
|
67.4K
$1.32M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16KNew |
$307K - $385K
|
16K
$314K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.84KNew |
$112K - $140K
|
5.84K
$114K
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.09K- 6.08% |
$20.8K - $26K
|
16.8K
$328K
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
609+ 3.23% |
$11.7K - $14.6K
|
19.5K
$381K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
604+ 30.2% |
$11.6K - $14.5K
|
2.6K
$50.9K
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
43.7KNew |
$836K - $1.05M
|
43.7K
$855K
|
|
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
$441K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-644- 55.52% |
$12.3K - $15.4K
|
516
$10.1K
|