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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
652+ 3.53% |
$15.7K - $17.8K
|
19.1K
$428K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.13K- 29.1% |
$99.1K - $113K
|
10.1K
$225K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 1.05% |
$480 - $546
|
1.93K
$43.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.04K+ 11.84% |
$97K - $110K
|
38.2K
$855K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
80+ 0.92% |
$1.92K - $2.18K
|
8.78K
$197K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-78- 1.02% |
$1.87K - $2.13K
|
7.55K
$169K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$24K - $27.3K
|
1K
$22.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-31- 13.96% |
$744 - $846
|
191
$4.28K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-342- 41.11% |
$8.21K - $9.34K
|
490
$11K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17- 19.54% |
$408 - $464
|
70
$1.57K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
7.58KNew |
$182K - $207K
|
7.58K
$170K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
6.19K+ 7.26% |
$149K - $169K
|
91.5K
$2.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.03% |
$72 - $81.9
|
8.6K
$193K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
14+ 0.06% |
$336 - $382
|
24.2K
$542K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1K+ 100.0% |
$24K - $27.3K
|
2K
$44.8K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-909- 12.89% |
$21.8K - $24.8K
|
6.14K
$137K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 19.05% |
$768 - $874
|
136
$3.05K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 6.76% |
$120 - $137
|
69
$1.54K
|
|
|
Jul 10, 2023
Q2 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.27K- 12.41% |
$30.5K - $34.6K
|
8.96K
$201K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14New |
$367 - $473
|
14
$313
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-26KClosed |
$680K - $878K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
486+ 3471.43% |
$12.7K - $16.4K
|
500
$11.2K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 6.25% |
$52.4 - $67.6
|
30
$672
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
32.3KNew |
$846K - $1.09M
|
32.3K
$723K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-145K- 90.87% |
$3.81M - $4.92M
|
14.6K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
135KNew |
$3.53M - $4.56M
|
135K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.78KNew |
$178K - $229K
|
6.78K
$152K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street LLC
|
BUY
|
- |
57.5KNew |
$1.51M - $1.94M
|
57.5K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street LLC
|
BUY
|
PUT |
57.5KNew |
$1.51M - $1.94M
|
57.5K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.54KNew |
$40.2K - $51.9K
|
1.54K
$34.4K
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
12.9KNew |
$338K - $437K
|
12.9K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
8.11KNew |
$212K - $274K
|
8.11K
$181K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8- 0.15% |
$210 - $271
|
5.3K
$119K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.93KNew |
$208K - $268K
|
7.93K
$178K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
218+ 1.88% |
$5.71K - $7.37K
|
11.8K
$265K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.46K- 31.26% |
$90.6K - $117K
|
7.61K
$170K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.6K- 65.66% |
$984K - $1.27M
|
19.7K
$440K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.2K+ 119900.0% |
$31.4K - $40.6K
|
1.2K
$26.9K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.33MNew |
$87.3M - $113M
|
3.33M
$74.6M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
10.1KNew |
$265K - $342K
|
10.1K
$226K
|
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
8.39KNew |
$220K - $284K
|
8.39K
$188K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
55New |
$1.44K - $1.86K
|
55
$1.23K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-16- 0.1% |
$419 - $541
|
15.8K
$354K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-939- 11.26% |
$24.6K - $31.8K
|
7.4K
$166K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
644+ 1110.34% |
$16.9K - $21.8K
|
702
$15.7K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
115KNew |
$3.01M - $3.89M
|
115K
$2.57M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
43New |
$1.13K - $1.45K
|
43
$963
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
40New |
$1.05K - $1.35K
|
40
$896
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
45+ 42.86% |
$1.18K - $1.52K
|
150
$3.36K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11.7K+ 117.26% |
$307K - $397K
|
21.7K
$487K
|
|