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 |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
10.1KNew |
$265K - $342K
|
10.1K
$226K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.94KNew |
$234K - $302K
|
8.94K
$200K
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
8.39KNew |
$220K - $284K
|
8.39K
$188K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.3KNew |
$217K - $281K
|
8.3K
$186K
|
|
May 12, 2023
Q1 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
8.11KNew |
$212K - $274K
|
8.11K
$182K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.93KNew |
$208K - $268K
|
7.93K
$178K
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.78KNew |
$178K - $229K
|
6.78K
$152K
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.54KNew |
$40.2K - $51.9K
|
1.54K
$34.4K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.2K+ 119900.0% |
$31.4K - $40.6K
|
1.2K
$26.9K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
644+ 1110.34% |
$16.9K - $21.8K
|
702
$15.7K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
486+ 3471.43% |
$12.7K - $16.4K
|
500
$11.2K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
392+ 1.51% |
$10.3K - $13.3K
|
26.3K
$589K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
279New |
$7.31K - $9.44K
|
279
$6.25K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
240New |
$6.29K - $8.12K
|
240
$5.38K
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
218+ 1.88% |
$5.71K - $7.37K
|
11.8K
$265K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
55New |
$1.44K - $1.86K
|
55
$1.23K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
45+ 42.86% |
$1.18K - $1.52K
|
150
$3.36K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
43New |
$1.13K - $1.45K
|
43
$963
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
40New |
$1.05K - $1.35K
|
40
$896
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14New |
$367 - $473
|
14
$314
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
31.6KNew |
$656K - $875K
|
31.6K
$708K
|
|
Feb 09, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
25.8KNew |
$536K - $715K
|
25.8K
$579K
|
|
Feb 14, 2023
Q4 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
25.3KNew |
$524K - $700K
|
25.3K
$566K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
21.5K+ 8.12% |
$446K - $595K
|
286K
$6.41M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
18.9KNew |
$393K - $524K
|
18.9K
$424K
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
13.8KNew |
$287K - $383K
|
13.8K
$310K
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13KNew |
$269K - $359K
|
13K
$290K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10.3KNew |
$214K - $286K
|
10.3K
$232K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.3KNew |
$213K - $285K
|
10.3K
$230K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
9.87KNew |
$205K - $273K
|
9.87K
$221K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.21KNew |
$191K - $255K
|
9.21K
$206K
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
9.18KNew |
$190K - $254K
|
9.18K
$206K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.99KNew |
$186K - $249K
|
8.99K
$201K
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
8.9KNew |
$185K - $246K
|
8.9K
$199K
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
8.12KNew |
$168K - $225K
|
8.12K
$182K
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
BUY
|
- |
8KNew |
$166K - $222K
|
8K
$179K
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5.76KNew |
$119K - $159K
|
5.76K
$129K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.13KNew |
$64.9K - $86.6K
|
3.13K
$70.1K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3KNew |
$62.2K - $83K
|
3K
$67.2K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.58KNew |
$53.6K - $71.5K
|
2.58K
$57.9K
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.29K+ 5.62% |
$26.7K - $35.6K
|
24.1K
$541K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.2KNew |
$24.9K - $33.2K
|
1.2K
$26.9K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.14K+ 8.06% |
$23.7K - $31.6K
|
15.3K
$343K
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.14K+ 1045.87% |
$23.6K - $31.6K
|
1.25K
$28K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.02KNew |
$21.2K - $28.3K
|
1.02K
$22.9K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
662New |
$13.7K - $18.3K
|
662
$14.8K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
481+ 2.61% |
$9.98K - $13.3K
|
18.9K
$424K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
408New |
$8.46K - $11.3K
|
408
$9.14K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
320New |
$6.64K - $8.86K
|
320
$7.17K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
243New |
$5.04K - $6.73K
|
243
$5.44K
|