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 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
105New |
$2.18K - $2.91K
|
105
$2.35K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
98+ 82.35% |
$2.03K - $2.71K
|
217
$4.86K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
64New |
$1.33K - $1.77K
|
64
$1.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
61+ 2.26% |
$1.27K - $1.69K
|
2.76K
$61.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$913 - $1.22K
|
44
$986
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
35New |
$726 - $969
|
35
$784
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23New |
$477 - $637
|
23
$515
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
21+ 100.0% |
$436 - $581
|
42
$941
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15New |
$311 - $415
|
15
$336
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14New |
$290 - $388
|
14
$314
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
11New |
$228 - $304
|
11
$246
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6New |
$124 - $166
|
6
$134
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
36K+ 329.84% |
$776K - $1.05M
|
47K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
28.5KNew |
$614K - $828K
|
28.5K
$639K
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
13.8K+ 66.65% |
$297K - $401K
|
34.5K
$773K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.6KNew |
$250K - $337K
|
11.6K
$260K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
10.7KNew |
$230K - $310K
|
10.7K
$239K
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
6.54K+ 1.82% |
$141K - $190K
|
366K
$8.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.91KNew |
$41.2K - $55.5K
|
1.91K
$42.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.9KNew |
$40.8K - $55K
|
1.9K
$42.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
820New |
$17.6K - $23.8K
|
820
$18.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
331New |
$7.12K - $9.61K
|
331
$7.41K
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
290+ 0.55% |
$6.24K - $8.42K
|
52.7K
$1.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
210+ 85.71% |
$4.52K - $6.09K
|
455
$10.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
137+ 1.51% |
$2.95K - $3.98K
|
9.19K
$206K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
110New |
$2.37K - $3.19K
|
110
$2.46K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
103New |
$2.22K - $2.99K
|
103
$2.31K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
55KNew |
$1.27M - $1.54M
|
55K
$1.23M
|
|
|
Jul 08, 2022
Q2 2022
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
22.2K+ 8.26% |
$513K - $623K
|
292K
$6.53M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
13.8KNew |
$318K - $387K
|
13.8K
$309K
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
10.3KNew |
$238K - $288K
|
10.3K
$231K
|
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
8.91KNew |
$206K - $250K
|
8.91K
$200K
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
8.6KNew |
$198K - $241K
|
8.6K
$193K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.91K+ 29.87% |
$159K - $194K
|
30.1K
$673K
|
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
4.11KNew |
$94.7K - $115K
|
4.11K
$92K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.5KNew |
$80.7K - $98.1K
|
3.5K
$78.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.02K+ 18.89% |
$69.6K - $84.5K
|
19K
$425K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
876New |
$20.2K - $24.5K
|
876
$19.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
801New |
$18.5K - $22.4K
|
801
$17.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
656+ 4.39% |
$15.1K - $18.4K
|
15.6K
$349K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
600+ 5.17% |
$13.8K - $16.8K
|
12.2K
$274K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
253+ 2.45% |
$5.84K - $7.09K
|
10.6K
$237K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
100+ 0.86% |
$2.31K - $2.8K
|
11.8K
$263K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
99+ 83.9% |
$2.28K - $2.77K
|
217
$4.86K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
62+ 21.38% |
$1.43K - $1.74K
|
352
$7.88K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
30New |
$692 - $841
|
30
$672
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3New |
$69.2 - $84.1
|
3
$67.2
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
164KNew |
$4.4M - $5.89M
|
164K
$3.67M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.3KNew |
$411K - $550K
|
15.3K
$343K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.07K+ 9390.91% |
$55.4K - $74.3K
|
2.09K
$46.8K
|
|