Latest Institutional Purchases of Franklin Resources Inc (BEN)
This list provides information on the latest institutional transactions involving Franklin Resources Inc (BEN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.3KNew |
$348K - $430K
|
14.3K
$298K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
13.5KNew |
$328K - $405K
|
13.5K
$281K
|
|
Nov 14, 2023
Q3 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
12.3KNew |
$298K - $368K
|
12.3K
$255K
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
9.4KNew |
$228K - $282K
|
9.4K
$195K
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
8.87KNew |
$215K - $266K
|
8.87K
$184K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
8.38KNew |
$203K - $251K
|
8.38K
$174K
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.36KNew |
$203K - $251K
|
8.36K
$174K
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
5.27K+ 3.19% |
$128K - $158K
|
171K
$3.55M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.44KNew |
$108K - $133K
|
4.44K
$92.4K
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
4.35K+ 4.85% |
$106K - $130K
|
94K
$1.96M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.1K+ 53.22% |
$75.2K - $93K
|
8.93K
$186K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.48KNew |
$36K - $44.5K
|
1.48K
$30.8K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.43K+ 6.87% |
$34.8K - $43K
|
22.3K
$464K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1KNew |
$24.3K - $30K
|
1K
$20.8K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
955+ 4.94% |
$23.2K - $28.7K
|
20.3K
$422K
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
726New |
$17.6K - $21.8K
|
726
$15.1K
|
|
Nov 14, 2023
Q3 2023
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
500New |
$12.1K - $15K
|
500
$10.4K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$12.1K - $15K
|
500
$10.4K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
447New |
$10.8K - $13.4K
|
447
$9.3K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
325New |
$7.89K - $9.75K
|
325
$6.76K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
242New |
$5.87K - $7.26K
|
242
$5.03K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40New |
$971 - $1.2K
|
40
$832
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 31.82% |
$849 - $1.05K
|
145
$3.02K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
30+ 0.23% |
$728 - $900
|
13K
$271K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.91% |
$146 - $180
|
664
$13.8K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
14.8KNew |
$355K - $404K
|
14.8K
$308K
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
7.58KNew |
$182K - $207K
|
7.58K
$158K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.76K+ 4.91% |
$162K - $184K
|
144K
$3M
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
6.19K+ 7.26% |
$149K - $169K
|
91.5K
$1.9M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.35KNew |
$128K - $146K
|
5.35K
$111K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.04K+ 11.84% |
$97K - $110K
|
38.2K
$794K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.43KNew |
$82.3K - $93.6K
|
3.43K
$71.3K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.13KNew |
$27.2K - $31K
|
1.13K
$23.6K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$24K - $27.3K
|
1K
$20.8K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1K+ 100.0% |
$24K - $27.3K
|
2K
$41.6K
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
672New |
$16.1K - $18.3K
|
672
$14K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
652+ 3.53% |
$15.7K - $17.8K
|
19.1K
$397K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
398New |
$9.56K - $10.9K
|
398
$8.28K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
168+ 0.81% |
$4.03K - $4.59K
|
20.8K
$432K
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
80+ 0.92% |
$1.92K - $2.18K
|
8.78K
$183K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33New |
$792 - $901
|
33
$686
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 1.05% |
$480 - $546
|
1.93K
$40.2K
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
14+ 0.06% |
$336 - $382
|
24.2K
$504K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.03% |
$72 - $81.9
|
8.6K
$179K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.33MNew |
$87.3M - $113M
|
3.33M
$69.3M
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
135KNew |
$3.53M - $4.56M
|
135K
$2.81M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
115KNew |
$3.01M - $3.89M
|
115K
$2.39M
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
71.3KNew |
$1.87M - $2.41M
|
71.3K
$1.48M
|
|
May 12, 2023
Q1 2023
|
Clear Street LLC
|
BUY
|
PUT |
57.5KNew |
$1.51M - $1.94M
|
57.5K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Clear Street LLC
|
BUY
|
- |
57.5KNew |
$1.51M - $1.94M
|
57.5K
$1.2M
|