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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-142K- 94.81% |
$2.69M - $3.16M
|
7.79K
$194K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
15New |
$284 - $334
|
15
$374
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14.7K- 40.64% |
$279K - $328K
|
21.5K
$536K
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.4KNew |
$45.4K - $53.4K
|
2.4K
$59.8K
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
5.78K+ 50.72% |
$109K - $129K
|
17.2K
$428K
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
12.9KNew |
$244K - $287K
|
12.9K
$321K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$7.57K - $8.9K
|
400
$9.96K
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-195K- 6.65% |
$3.68M - $4.33M
|
2.73M
$67.9M
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 1.96% |
$18.9 - $22.2
|
52
$1.29K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$9.46K - $11.1K
|
500
$12.5K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-565- 5.17% |
$10.7K - $12.6K
|
10.4K
$258K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 65.79% |
$473 - $556
|
13
$324
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30+ 200.0% |
$568 - $667
|
45
$1.12K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
7+ 2.83% |
$132 - $156
|
254
$6.32K
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-782- 3.23% |
$14.8K - $17.4K
|
23.4K
$584K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-60.9K- 3.13% |
$1.18M - $1.39M
|
1.89M
$47M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.4K+ 20.86% |
$279K - $329K
|
83.7K
$2.08M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-153K- 22.5% |
$2.96M - $3.48M
|
527K
$13.1M
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-87K- 50.28% |
$1.68M - $1.98M
|
86K
$2.14M
|
|
Apr 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
53KNew |
$1.03M - $1.21M
|
53K
$1.32M
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
139KNew |
$2.69M - $3.17M
|
139K
$3.47M
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
172KNew |
$3.33M - $3.92M
|
172K
$4.29M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
27New |
$522 - $615
|
27
$672
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$281K - $331K
|
14.5K
$362K
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-865- 4.17% |
$16.7K - $19.7K
|
19.9K
$495K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-25.2K- 3.23% |
$488K - $575K
|
757K
$18.8M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
72+ 5.61% |
$1.39K - $1.64K
|
1.36K
$33.7K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-7.7K- 24.05% |
$149K - $175K
|
24.3K
$605K
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-4K- 21.33% |
$77.4K - $91K
|
14.8K
$367K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
340New |
$6.58K - $7.74K
|
340
$8.47K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.87KNew |
$191K - $225K
|
9.87K
$246K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
224KNew |
$4.33M - $5.1M
|
224K
$5.58M
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
787KNew |
$15.2M - $17.9M
|
787K
$19.6M
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
48.4KNew |
$937K - $1.1M
|
48.4K
$1.21M
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-5.64K- 43.33% |
$109K - $128K
|
7.38K
$184K
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
4.1K+ 341.67% |
$79.3K - $93.3K
|
5.3K
$132K
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-217K- 87.72% |
$4.19M - $4.93M
|
30.3K
$754K
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
12.7KNew |
$246K - $289K
|
12.7K
$316K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.5KNew |
$416K - $489K
|
21.5K
$535K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.9K- 95.61% |
$75.4K - $88.7K
|
179
$4.46K
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.27K- 13.55% |
$44K - $51.7K
|
14.5K
$361K
|
|
Feb 14, 2025
Q4 2024
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-713K- 2.21% |
$13.8M - $16.2M
|
31.6M
$786M
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
11.6KNew |
$225K - $265K
|
11.6K
$290K
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
11KNew |
$213K - $251K
|
11K
$274K
|
|
Feb 14, 2025
Q4 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
5.47K+ 37.12% |
$106K - $125K
|
20.2K
$503K
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-131K- 86.06% |
$2.53M - $2.98M
|
21.2K
$528K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
191KNew |
$3.69M - $4.34M
|
191K
$4.74M
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
109New |
$2.11K - $2.48K
|
109
$2.71K
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-25.3K- 67.45% |
$490K - $576K
|
12.2K
$304K
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-87- 24.37% |
$1.68K - $1.98K
|
270
$6.72K
|