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, 2020
Q4 2019
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-36.2K- 23.89% |
$934K - $1.05M
|
115K
$2.58M
|
|
Feb 13, 2020
Q4 2019
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-468Closed |
$12.1K - $13.6K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.92KClosed |
$204K - $230K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Harbor Advisors LLC
|
SELL
|
- |
-55.4KClosed |
$1.43M - $1.61M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-18.1KClosed |
$467K - $525K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-15.9KClosed |
$411K - $462K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Shelton Capital Management
Denver, CO |
SELL
|
PUT |
-270K- 42.86% |
$6.97M - $7.83M
|
360K
$8.06M
|
|
Feb 11, 2020
Q4 2019
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-2KClosed |
$51.6K - $58K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Tcw Group Inc
|
SELL
|
- |
-11.7KClosed |
$302K - $339K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-8.8KClosed |
$227K - $255K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-30Closed |
$774 - $870
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-239KClosed |
$6.16M - $6.93M
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Proffitt & Goodson Inc
|
SELL
|
- |
-75Closed |
$1.94K - $2.17K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-48KClosed |
$1.24M - $1.39M
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-21.8KClosed |
$564K - $633K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-37.4KClosed |
$964K - $1.08M
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-111KClosed |
$2.85M - $3.2M
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-300Closed |
$7.74K - $8.7K
|
0
$0
|
|
Q3 2019 | |||||||
Dec 21, 2023
Q3 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-38- 26.95% |
$985 - $1.35K
|
103
$2.31K
|
|
Sep 14, 2021
Q3 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.17KClosed |
$30.3K - $41.5K
|
0
$0
|
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-46.4KClosed |
$1.2M - $1.65M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-714Closed |
$18.5K - $25.4K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-423Closed |
$11K - $15K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-750Closed |
$19.4K - $26.6K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6.44KClosed |
$167K - $229K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
8.05KNew |
$209K - $286K
|
8.05K
$180K
|
|
Nov 13, 2019
Q3 2019
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-4.26MClosed |
$110M - $151M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-16Closed |
$415 - $568
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-725Closed |
$18.8K - $25.7K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Amica Mutual Insurance CO
|
SELL
|
- |
-10.8KClosed |
$281K - $385K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.53KClosed |
$39.7K - $54.4K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Profund Advisors LLC
|
SELL
|
- |
-7.52KClosed |
$195K - $267K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-13KClosed |
$337K - $462K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-28.5KClosed |
$738K - $1.01M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-132KClosed |
$3.42M - $4.68M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Burney CO
Reston, VA |
SELL
|
- |
-6.85KClosed |
$177K - $243K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-14.9KClosed |
$386K - $529K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-300Closed |
$7.78K - $10.7K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-500Closed |
$13K - $17.8K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-12.5KClosed |
$324K - $444K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-2.13MClosed |
$55.3M - $75.7M
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-9.53KClosed |
$247K - $338K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-98.3KClosed |
$2.55M - $3.49M
|
0
$0
|
|
Oct 24, 2019
Q3 2019
|
St. James Investment Company, LLC
|
SELL
|
- |
-742KClosed |
$19.3M - $26.4M
|
0
$0
|
|
Oct 24, 2019
Q3 2019
|
Hgk Asset Management Inc
|
BUY
|
- |
108KNew |
$2.79M - $3.82M
|
108K
$2.41M
|
|
Oct 23, 2019
Q3 2019
|
Dock Street Asset Management Inc
|
SELL
|
- |
-8.42KClosed |
$218K - $299K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Compass Capital Management, Inc
|
SELL
|
- |
-862KClosed |
$22.3M - $30.6M
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Wedbush Securities Inc
|
SELL
|
- |
-13.5KClosed |
$350K - $480K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-121KClosed |
$3.14M - $4.3M
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-11KClosed |
$285K - $390K
|
0
$0
|