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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
255+ 27.72% |
$4.82K - $5.67K
|
1.18K
$29.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-306- 88.18% |
$5.79K - $6.81K
|
41
$1.02K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.98K+ 22.48% |
$37.4K - $43.9K
|
10.8K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
92New |
$1.74K - $2.05K
|
92
$2.29K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-56- 2.11% |
$1.06K - $1.25K
|
2.6K
$64.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
19.7K+ 4.31% |
$372K - $438K
|
476K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 79.54% |
$234K - $275K
|
3.18K
$79.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
10.1K+ 4.64% |
$191K - $225K
|
228K
$5.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-75- 0.35% |
$1.42K - $1.67K
|
21.1K
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.09K- 4.15% |
$20.6K - $24.2K
|
25.2K
$627K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$343K - $403K
|
18.1K
$451K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-70- 64.22% |
$1.32K - $1.56K
|
39
$971
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.01K- 0.59% |
$19.1K - $22.5K
|
170K
$4.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.73K+ 4.71% |
$51.7K - $60.8K
|
60.8K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.2K- 19.98% |
$98.5K - $116K
|
20.8K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-32- 26.67% |
$605 - $712
|
88
$2.19K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
17.1KNew |
$323K - $380K
|
17.1K
$425K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-16- 38.1% |
$303 - $356
|
26
$647
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.2KNew |
$250K - $294K
|
13.2K
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.1K+ 3.12% |
$20.8K - $24.5K
|
36.3K
$905K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.46K+ 7.76% |
$27.7K - $32.5K
|
20.3K
$506K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
71New |
$1.34K - $1.58K
|
71
$1.77K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.08K+ 2.15% |
$39.3K - $46.1K
|
98.6K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16.9K- 56.81% |
$321K - $377K
|
12.9K
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.33K- 23.18% |
$44.1K - $51.8K
|
7.72K
$192K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 64.29% |
$1.7K - $2K
|
230
$5.73K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.26K- 93.9% |
$61.8K - $72.6K
|
212
$5.28K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-284- 0.42% |
$5.37K - $6.32K
|
66.6K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
4.81K+ 16.63% |
$91K - $107K
|
33.7K
$840K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-54- 24.43% |
$1.02K - $1.2K
|
167
$4.16K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.8K+ 11.7% |
$34.1K - $40.1K
|
17.2K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10.2K+ 1.88% |
$193K - $227K
|
554K
$13.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-14.6K- 12.15% |
$276K - $325K
|
106K
$2.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.3K+ 12.0% |
$1.22M - $1.43M
|
600K
$14.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-36K- 60.39% |
$681K - $800K
|
23.6K
$587K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
400+ 0.19% |
$7.57K - $8.9K
|
214K
$5.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
161+ 1.63% |
$3.05K - $3.58K
|
10.1K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-360- 62.61% |
$6.81K - $8.01K
|
215
$5.35K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-600- 2.73% |
$11.4K - $13.3K
|
21.3K
$531K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-37- 0.08% |
$700 - $823
|
44K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
12.1KNew |
$230K - $270K
|
12.1K
$303K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.28K+ 10.04% |
$119K - $140K
|
68.8K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
37+ 123.33% |
$700 - $823
|
67
$1.67K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
136New |
$2.57K - $3.02K
|
136
$3.39K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.22K- 39.2% |
$42K - $49.4K
|
3.44K
$85.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.7K+ 12.88% |
$32.2K - $37.9K
|
14.9K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Foundation Resource Management Inc
|
BUY
|
- |
3.09K+ 0.54% |
$58.4K - $68.7K
|
575K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
76+ 400.0% |
$1.44K - $1.69K
|
95
$2.37K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
54.7K+ 18.27% |
$1.03M - $1.22M
|
354K
$8.81M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
63+ 0.47% |
$1.19K - $1.4K
|
13.6K
$338K
|