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 18, 2022
Q2 2022
|
Triad Investment Management
|
SELL
|
- |
-131KClosed |
$3.03M - $3.68M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3New |
$69.2 - $84.1
|
3
$67.2
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-12.3KClosed |
$283K - $344K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
SELL
|
- |
-9.97KClosed |
$230K - $279K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-300Closed |
$6.92K - $8.41K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-7.47KClosed |
$172K - $209K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
22.2K+ 8.26% |
$513K - $623K
|
292K
$6.53M
|
|
Q1 2022 | |||||||
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.3KClosed |
$410K - $549K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.08KClosed |
$55.7K - $74.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-79.1KClosed |
$2.12M - $2.85M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.3KNew |
$411K - $550K
|
15.3K
$343K
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-14KClosed |
$376K - $503K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-59Closed |
$1.58K - $2.12K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-3.96MClosed |
$106M - $142M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-764- 3.75% |
$20.5K - $27.5K
|
19.6K
$439K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
125New |
$3.35K - $4.5K
|
125
$2.8K
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-300Closed |
$8.05K - $10.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
CALL |
500New |
$13.4K - $18K
|
500
$11.2K
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-17.4KClosed |
$467K - $626K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9.64KClosed |
$259K - $347K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
11New |
$295 - $396
|
11
$246
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-6.5KClosed |
$174K - $234K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-50Closed |
$1.34K - $1.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-8.92KClosed |
$239K - $321K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-11.4K- 85.07% |
$306K - $410K
|
2K
$44.8K
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
164KNew |
$4.4M - $5.89M
|
164K
$3.67M
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-6.49KClosed |
$174K - $233K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-45Closed |
$1.21K - $1.62K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-11.3KClosed |
$302K - $405K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-5.42KClosed |
$145K - $195K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-58Closed |
$1.56K - $2.09K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
SELL
|
- |
-71.5KClosed |
$1.92M - $2.57M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-761Closed |
$20.4K - $27.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5Closed |
$134 - $180
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.07K+ 9390.91% |
$55.4K - $74.3K
|
2.09K
$46.8K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
500New |
$13.4K - $18K
|
500
$11.2K
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7.76KClosed |
$208K - $279K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.72KClosed |
$207K - $278K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-333- 64.79% |
$8.93K - $12K
|
181
$4.05K
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13KClosed |
$349K - $468K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-8.05KClosed |
$216K - $289K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.1KClosed |
$217K - $291K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-6KClosed |
$161K - $216K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-6KClosed |
$161K - $216K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-6.1KClosed |
$164K - $219K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-20Closed |
$537 - $719
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-73.6KClosed |
$1.97M - $2.65M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-6.2KClosed |
$166K - $223K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-11.3KClosed |
$303K - $406K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-31.8KClosed |
$853K - $1.14M
|
0
$0
|