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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.82KNew |
$147K - $210K
|
8.82K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.95K+ 6.48% |
$32.6K - $46.6K
|
32.1K
$799K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
706+ 3.48% |
$11.8K - $16.8K
|
21K
$522K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-307- 60.43% |
$5.11K - $7.32K
|
201
$5K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.4K+ 245.15% |
$40K - $57.2K
|
3.38K
$84.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 12.08% |
$25.5K - $36.5K
|
14.2K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-31.2K- 32.72% |
$520K - $744K
|
64.2K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2K- 88.89% |
$33.3K - $47.7K
|
250
$6.23K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.28K- 10.68% |
$54.7K - $78.3K
|
27.5K
$684K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-125- 0.77% |
$2.08K - $2.98K
|
16K
$400K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
130+ 1.52% |
$2.17K - $3.1K
|
8.68K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
247+ 1.96% |
$4.12K - $5.89K
|
12.9K
$320K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
47New |
$783 - $1.12K
|
47
$1.17K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.59K+ 6.45% |
$76.5K - $109K
|
75.8K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-41- 0.19% |
$683 - $978
|
22.1K
$550K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-40- 56.34% |
$666 - $954
|
31
$772
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-626- 1.29% |
$10.4K - $14.9K
|
47.8K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.3KNew |
$189K - $271K
|
11.3K
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
348+ 1.39% |
$5.8K - $8.3K
|
25.4K
$633K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-284- 44.87% |
$4.73K - $6.77K
|
349
$8.69K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
531+ 91.24% |
$8.85K - $12.7K
|
1.11K
$27.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.32K+ 40.98% |
$38.6K - $55.3K
|
7.98K
$199K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-225- 27.14% |
$3.75K - $5.37K
|
604
$15K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-9.51K- 23.14% |
$180K - $211K
|
31.6K
$787K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
10KNew |
$189K - $222K
|
10K
$249K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.9K+ 5.08% |
$225K - $264K
|
246K
$6.12M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-933- 11.8% |
$17.7K - $20.7K
|
6.98K
$174K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-17.8K- 17.21% |
$336K - $395K
|
85.4K
$2.13M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.66K- 40.06% |
$31.4K - $36.9K
|
2.48K
$61.9K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-981- 37.44% |
$18.6K - $21.8K
|
1.64K
$40.8K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.92K- 7.87% |
$93K - $109K
|
57.5K
$1.43M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
167K+ 8.72% |
$3.15M - $3.71M
|
2.08M
$51.7M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
9New |
$170 - $200
|
9
$224
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
6.51K+ 36.15% |
$123K - $145K
|
24.5K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.25KNew |
$61.5K - $72.3K
|
3.25K
$80.9K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5.45K+ 17.17% |
$103K - $121K
|
37.2K
$927K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
65+ 0.59% |
$1.23K - $1.45K
|
11K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-64.4K- 14.58% |
$1.22M - $1.43M
|
377K
$9.39M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
309K+ 209.15% |
$5.85M - $6.87M
|
457K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.8K- 47.8% |
$281K - $330K
|
16.2K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-5.87K- 13.88% |
$111K - $131K
|
36.5K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
14.6K+ 47.28% |
$276K - $324K
|
45.4K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.12M+ 5.09% |
$21.1M - $24.9M
|
23.1M
$574M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.31M+ 1507.84% |
$81.5M - $95.8M
|
4.59M
$114M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.75K+ 23.61% |
$71K - $83.5K
|
19.6K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 50.0% |
$94.6 - $111
|
15
$374
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
219+ 172.44% |
$4.14K - $4.87K
|
346
$8.62K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
43.2KNew |
$817K - $961K
|
43.2K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.56M+ 1084.84% |
$48.5M - $57M
|
2.8M
$69.7M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.29K+ 8.42% |
$24.4K - $28.7K
|
16.6K
$413K
|
|