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 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-10.5KClosed |
$302K - $376K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
37.9K+ 337.08% |
$1.09M - $1.36M
|
49.2K
$962K
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.23KClosed |
$236K - $294K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Contrarius Investment Management LTD
St. Helier, Y9 |
SELL
|
- |
-15.3KClosed |
$438K - $545K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-24.9KClosed |
$715K - $891K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-59- 0.14% |
$1.69K - $2.11K
|
43.1K
$844K
|
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.25KClosed |
$122K - $152K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-9.2KClosed |
$264K - $329K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-6.7KClosed |
$192K - $239K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50- 33.33% |
$1.43K - $1.79K
|
100
$1.96K
|
|
|
Aug 09, 2021
Q2 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-7.45KClosed |
$214K - $266K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-580Closed |
$16.6K - $20.7K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-43.3KClosed |
$1.24M - $1.55M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-1.6KClosed |
$45.9K - $57.2K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-189KClosed |
$5.42M - $6.76M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
291New |
$8.34K - $10.4K
|
291
$5.69K
|
|
|
Jul 28, 2021
Q2 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-35.8KClosed |
$1.03M - $1.28M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-11.3KClosed |
$324K - $404K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-300Closed |
$8.6K - $10.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-19Closed |
$545 - $679
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
15KNew |
$364K - $454K
|
15K
$293K
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.06KClosed |
$25.8K - $32.2K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 16.67% |
$3.64K - $4.54K
|
750
$14.7K
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-25.4K- 68.83% |
$617K - $769K
|
11.5K
$225K
|
|
|
May 17, 2021
Q1 2021
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-880KClosed |
$21.4M - $26.6M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-896Closed |
$21.8K - $27.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.07KClosed |
$26.1K - $32.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-55Closed |
$1.34K - $1.66K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-45.5KClosed |
$1.1M - $1.38M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-11.7KClosed |
$283K - $353K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-37.6KClosed |
$913K - $1.14M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.86KClosed |
$45.1K - $56.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-14KClosed |
$340K - $424K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-253Closed |
$6.14K - $7.66K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.25KClosed |
$30.4K - $37.8K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
408New |
$9.91K - $12.3K
|
408
$7.98K
|
|
|
May 11, 2021
Q1 2021
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-14.6KClosed |
$354K - $441K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.49MClosed |
$36.3M - $45.2M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
American Financial Group Inc
|
SELL
|
- |
-111K- 48.2% |
$2.69M - $3.35M
|
119K
$2.33M
|
|
|
May 10, 2021
Q1 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-32.1KClosed |
$780K - $973K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1Closed |
$24.3 - $30.3
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-355Closed |
$8.62K - $10.7K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-10.6K- 29.42% |
$257K - $320K
|
25.4K
$496K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-109Closed |
$2.65K - $3.3K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.09KClosed |
$74.9K - $93.4K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-416Closed |
$10.1K - $12.6K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.24KClosed |
$30.1K - $37.5K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-8.38KClosed |
$203K - $254K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
SELL
|
- |
-8.63KClosed |
$209K - $261K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$671 - $906
|
36
$704
|
|