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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3.31K- 23.05% |
$63.3K - $79.3K
|
11.1K
$247K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.02K- 13.14% |
$96K - $120K
|
33.2K
$743K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-461- 4.17% |
$8.82K - $11.1K
|
10.6K
$237K
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
76.2KNew |
$1.46M - $1.83M
|
76.2K
$1.71M
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.69K+ 10.08% |
$32.3K - $40.5K
|
18.4K
$413K
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-220- 1.16% |
$4.21K - $5.27K
|
18.8K
$421K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-305- 0.93% |
$5.83K - $7.31K
|
32.4K
$726K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-10.7K- 19.84% |
$204K - $256K
|
43.1K
$965K
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-75- 0.4% |
$1.43K - $1.8K
|
18.7K
$419K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
75.6K+ 1928.82% |
$1.45M - $1.81M
|
79.5K
$1.78M
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.27KNew |
$24.2K - $30.4K
|
1.27K
$28.4K
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
21.1K+ 86.49% |
$404K - $506K
|
45.6K
$1.02M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
31KNew |
$594K - $744K
|
31K
$695K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
500New |
$9.57K - $12K
|
500
$11.2K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-714- 24.7% |
$13.7K - $17.1K
|
2.18K
$48.7K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.05KNew |
$39.2K - $49.1K
|
2.05K
$45.9K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-21- 16.8% |
$402 - $503
|
104
$2.33K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
510+ 10.24% |
$9.76K - $12.2K
|
5.49K
$123K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.9K- 2.96% |
$247K - $310K
|
424K
$9.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-66.7K- 52.02% |
$1.28M - $1.6M
|
61.5K
$1.38M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 5.77% |
$57.4 - $71.9
|
49
$1.1K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.5K+ 1.86% |
$163K - $204K
|
464K
$10.4M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.25KNew |
$23.9K - $30K
|
1.25K
$28K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.2K+ 8.66% |
$22.9K - $28.6K
|
15K
$336K
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
412K+ 22.86% |
$7.88M - $9.87M
|
2.21M
$49.6M
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-151K- 41.35% |
$2.89M - $3.62M
|
214K
$4.79M
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-373- 1.02% |
$7.14K - $8.94K
|
36.2K
$811K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
14.3K+ 19.55% |
$274K - $344K
|
87.6K
$1.96M
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
30.4KNew |
$582K - $730K
|
30.4K
$681K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
50+ 0.03% |
$957 - $1.2K
|
173K
$3.86M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
34New |
$650 - $815
|
34
$761
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.77K+ 13.05% |
$33.9K - $42.5K
|
15.4K
$344K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.15K+ 124.78% |
$22K - $27.5K
|
2.07K
$46.3K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 8.96% |
$19.6K - $24.5K
|
10.4K
$233K
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-13.1KClosed |
$250K - $313K
|
0
$0
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.19K+ 40.23% |
$99.3K - $124K
|
18.1K
$405K
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-40.6K- 84.81% |
$777K - $974K
|
7.28K
$163K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
23New |
$440 - $551
|
23
$515
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-36- 49.32% |
$689 - $863
|
37
$828
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
48.8K+ 58.17% |
$933K - $1.17M
|
133K
$2.97M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.45K+ 9.6% |
$104K - $131K
|
62.3K
$1.39M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
8+ 0.53% |
$153 - $192
|
1.51K
$33.8K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.65K- 26.56% |
$31.5K - $39.5K
|
4.55K
$102K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.04K+ 21.2% |
$39K - $48.9K
|
11.7K
$261K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-13- 19.12% |
$249 - $312
|
55
$1.23K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 2.83% |
$134 - $168
|
254
$5.69K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
157+ 33.19% |
$3K - $3.76K
|
630
$14.1K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
204+ 927.27% |
$3.9K - $4.89K
|
226
$5.06K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-494- 33.38% |
$9.45K - $11.8K
|
986
$22.1K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.48K- 61.63% |
$105K - $131K
|
3.41K
$76.4K
|