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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
52+ 0.35% |
$1.16K - $1.57K
|
15K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
51New |
$1.13K - $1.54K
|
51
$1.27K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
35+ 0.21% |
$778 - $1.06K
|
16.8K
$419K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$289 - $392
|
13
$324
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8+ 0.18% |
$178 - $241
|
4.41K
$110K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 1.43% |
$111 - $151
|
355
$8.84K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.35% |
$22.2 - $30.2
|
75
$1.87K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
277K+ 114.1% |
$6.73M - $8.31M
|
520K
$12.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
122KNew |
$2.97M - $3.67M
|
122K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
27.6KNew |
$670K - $828K
|
27.6K
$687K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
21.7KNew |
$528K - $652K
|
21.7K
$541K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.3KNew |
$348K - $430K
|
14.3K
$357K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
13.5KNew |
$328K - $405K
|
13.5K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
9.4KNew |
$228K - $282K
|
9.4K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
8.87KNew |
$215K - $266K
|
8.87K
$221K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
8.38KNew |
$203K - $251K
|
8.38K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.36KNew |
$203K - $251K
|
8.36K
$208K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
5.27K+ 3.19% |
$128K - $158K
|
171K
$4.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.44KNew |
$108K - $133K
|
4.44K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
4.35K+ 4.85% |
$106K - $130K
|
94K
$2.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.1K+ 53.22% |
$75.2K - $93K
|
8.93K
$222K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.48KNew |
$36K - $44.5K
|
1.48K
$36.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.43K+ 6.87% |
$34.8K - $43K
|
22.3K
$555K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1KNew |
$24.3K - $30K
|
1K
$24.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
447New |
$10.8K - $13.4K
|
447
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
325New |
$7.89K - $9.75K
|
325
$8.09K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
242New |
$5.87K - $7.26K
|
242
$6.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40New |
$971 - $1.2K
|
40
$996
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 31.82% |
$849 - $1.05K
|
145
$3.61K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
30+ 0.23% |
$728 - $900
|
13K
$325K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.91% |
$146 - $180
|
664
$16.5K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
7.58KNew |
$182K - $207K
|
7.58K
$189K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.76K+ 4.91% |
$162K - $184K
|
144K
$3.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
6.19K+ 7.26% |
$149K - $169K
|
91.5K
$2.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.04K+ 11.84% |
$97K - $110K
|
38.2K
$950K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.43KNew |
$82.3K - $93.6K
|
3.43K
$85.4K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.13KNew |
$27.2K - $31K
|
1.13K
$28.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$24K - $27.3K
|
1K
$24.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1K+ 100.0% |
$24K - $27.3K
|
2K
$49.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
672New |
$16.1K - $18.3K
|
672
$16.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
652+ 3.53% |
$15.7K - $17.8K
|
19.1K
$476K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
398New |
$9.56K - $10.9K
|
398
$9.91K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
80+ 0.92% |
$1.92K - $2.18K
|
8.78K
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33New |
$792 - $901
|
33
$822
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 1.05% |
$480 - $546
|
1.93K
$48.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
14+ 0.06% |
$336 - $382
|
24.2K
$603K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.03% |
$72 - $81.9
|
8.6K
$214K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.33MNew |
$87.3M - $113M
|
3.33M
$83M
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
135KNew |
$3.53M - $4.56M
|
135K
$3.36M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
115KNew |
$3.01M - $3.89M
|
115K
$2.86M
|
|