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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.31KNew |
$118K - $160K
|
5.31K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-315- 20.3% |
$7.01K - $9.51K
|
1.24K
$27.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.11KNew |
$158K - $215K
|
7.11K
$159K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
17.1KNew |
$381K - $517K
|
17.1K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
308New |
$6.85K - $9.3K
|
308
$6.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-270- 2.04% |
$6K - $8.15K
|
12.9K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
6.9KNew |
$153K - $208K
|
6.9K
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
8.67KNew |
$193K - $262K
|
8.67K
$194K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
9.48K+ 45138.1% |
$211K - $286K
|
9.5K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.04KClosed |
$23.2K - $31.5K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
52+ 0.35% |
$1.16K - $1.57K
|
15K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
51New |
$1.13K - $1.54K
|
51
$1.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.81K- 89.47% |
$196K - $266K
|
1.04K
$23.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 0.4% |
$44.5 - $60.4
|
498
$11.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.7KNew |
$37.8K - $51.3K
|
1.7K
$38.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
8.56KNew |
$190K - $258K
|
8.56K
$192K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
896+ 8.7% |
$19.9K - $27K
|
11.2K
$251K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
7.05KNew |
$157K - $213K
|
7.05K
$158K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.64K- 72.3% |
$36.6K - $49.6K
|
630
$14.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$11.1K - $15.1K
|
500
$11.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
132+ 2.25% |
$2.94K - $3.98K
|
6.01K
$134K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-317- 26.98% |
$7.05K - $9.57K
|
858
$19.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
35.6K+ 78.42% |
$791K - $1.07M
|
80.9K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.81KNew |
$151K - $206K
|
6.81K
$152K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.35% |
$22.2 - $30.2
|
75
$1.68K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$289 - $392
|
13
$291
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.29KNew |
$184K - $250K
|
8.29K
$186K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.09K- 83.5% |
$24.2K - $32.8K
|
215
$4.81K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-22- 7.83% |
$489 - $664
|
259
$5.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.81KNew |
$151K - $206K
|
6.81K
$152K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-5.6K- 2.25% |
$125K - $169K
|
243K
$5.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-774- 7.58% |
$17.2K - $23.4K
|
9.44K
$211K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
575New |
$12.8K - $17.4K
|
575
$12.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
6.77KNew |
$150K - $204K
|
6.77K
$151K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.86K- 85.13% |
$63.7K - $86.4K
|
500
$11.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 1.43% |
$111 - $151
|
355
$7.95K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
35+ 0.21% |
$778 - $1.06K
|
16.8K
$377K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 1.05% |
$22.2 - $30.2
|
96
$2.15K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.09KNew |
$180K - $244K
|
8.09K
$181K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.12KNew |
$158K - $215K
|
7.12K
$159K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8+ 0.18% |
$178 - $241
|
4.41K
$98.7K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.45MNew |
$35.2M - $43.5M
|
1.45M
$32.4M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37- 75.51% |
$898 - $1.11K
|
12
$269
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
277K+ 114.1% |
$6.73M - $8.31M
|
520K
$11.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
30+ 0.23% |
$728 - $900
|
13K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-8.92K- 1.01% |
$217K - $268K
|
870K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
9.4KNew |
$228K - $282K
|
9.4K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.36KNew |
$203K - $251K
|
8.36K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
4.35K+ 4.85% |
$106K - $130K
|
94K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
8.87KNew |
$215K - $266K
|
8.87K
$199K
|
|