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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
325New |
$7.89K - $9.75K
|
325
$7.28K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
27.6KNew |
$670K - $828K
|
27.6K
$618K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.44KNew |
$108K - $133K
|
4.44K
$99.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40New |
$971 - $1.2K
|
40
$896
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
8.38KNew |
$203K - $251K
|
8.38K
$188K
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
122KNew |
$2.97M - $3.67M
|
122K
$2.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
40.6K+ 86.59% |
$986K - $1.22M
|
87.6K
$1.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 31.82% |
$849 - $1.05K
|
145
$3.25K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.1K+ 53.22% |
$75.2K - $93K
|
8.93K
$200K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.3KNew |
$348K - $430K
|
14.3K
$321K
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-10.4K- 71.09% |
$253K - $313K
|
4.24K
$95K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.91% |
$146 - $180
|
664
$14.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.24K- 12.22% |
$78.6K - $97.1K
|
23.3K
$521K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.48KNew |
$36K - $44.5K
|
1.48K
$33.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$12.1K - $15K
|
500
$11.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
13.5KNew |
$328K - $405K
|
13.5K
$302K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1KNew |
$24.3K - $30K
|
1K
$22.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
726New |
$17.6K - $21.8K
|
726
$16.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.43K+ 6.87% |
$34.8K - $43K
|
22.3K
$499K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22.5K- 25.28% |
$546K - $675K
|
66.5K
$1.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.14K- 11.96% |
$27.6K - $34.1K
|
8.38K
$188K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
447New |
$10.8K - $13.4K
|
447
$10K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
242New |
$5.87K - $7.26K
|
242
$5.42K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
21.7KNew |
$528K - $652K
|
21.7K
$487K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.08K- 17.66% |
$74.8K - $92.4K
|
14.4K
$322K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-260- 2.65% |
$6.31K - $7.8K
|
9.54K
$213K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
955+ 4.94% |
$23.2K - $28.7K
|
20.3K
$454K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
5.27K+ 3.19% |
$128K - $158K
|
171K
$3.82M
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-181KClosed |
$4.34M - $4.94M
|
0
$0
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
168+ 0.81% |
$4.03K - $4.59K
|
20.8K
$465K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-4.36KClosed |
$105K - $119K
|
0
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
398New |
$9.56K - $10.9K
|
398
$8.91K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.13KNew |
$27.2K - $31K
|
1.13K
$25.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.43KNew |
$82.3K - $93.6K
|
3.43K
$76.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-188- 33.57% |
$4.51K - $5.13K
|
372
$8.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-35- 0.36% |
$840 - $956
|
9.67K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-438K- 95.15% |
$10.5M - $12M
|
22.4K
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.35KNew |
$128K - $146K
|
5.35K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
SELL
|
PUT |
-154K- 27.5% |
$3.7M - $4.2M
|
406K
$9.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.07K- 9.62% |
$25.7K - $29.2K
|
10K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-188- 0.38% |
$4.51K - $5.13K
|
49.6K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-544- 5.14% |
$13.1K - $14.9K
|
10K
$225K
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-7.25K- 20.09% |
$174K - $198K
|
28.8K
$646K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-802- 9.07% |
$19.3K - $21.9K
|
8.04K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-12.8K- 61.41% |
$307K - $349K
|
8.04K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
672New |
$16.1K - $18.3K
|
672
$15K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33New |
$792 - $901
|
33
$739
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-8.33K- 2.74% |
$200K - $227K
|
295K
$6.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.76K+ 4.91% |
$162K - $184K
|
144K
$3.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.03K- 6.36% |
$24.8K - $28.2K
|
15.2K
$340K
|
|