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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
10.3KNew |
$238K - $288K
|
10.3K
$208K
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
8.91KNew |
$206K - $250K
|
8.91K
$180K
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
8.6KNew |
$198K - $241K
|
8.6K
$174K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.91K+ 29.87% |
$159K - $194K
|
30.1K
$609K
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
4.11KNew |
$94.7K - $115K
|
4.11K
$83.1K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.5KNew |
$80.7K - $98.1K
|
3.5K
$70.9K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.02K+ 18.89% |
$69.6K - $84.5K
|
19K
$384K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
876New |
$20.2K - $24.5K
|
876
$17.7K
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
801New |
$18.5K - $22.4K
|
801
$16.2K
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
656+ 4.39% |
$15.1K - $18.4K
|
15.6K
$316K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
600+ 5.17% |
$13.8K - $16.8K
|
12.2K
$247K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
253+ 2.45% |
$5.84K - $7.09K
|
10.6K
$214K
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
100+ 0.86% |
$2.31K - $2.8K
|
11.8K
$238K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
99+ 83.9% |
$2.28K - $2.77K
|
217
$4.39K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
62+ 21.38% |
$1.43K - $1.74K
|
352
$7.13K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
30New |
$692 - $841
|
30
$608
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3New |
$69.2 - $84.1
|
3
$60.8
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
164KNew |
$4.4M - $5.89M
|
164K
$3.32M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.3KNew |
$411K - $550K
|
15.3K
$310K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.07K+ 9390.91% |
$55.4K - $74.3K
|
2.09K
$42.3K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
500New |
$13.4K - $18K
|
500
$10.1K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
125New |
$3.35K - $4.5K
|
125
$2.53K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
11New |
$295 - $396
|
11
$223
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
125K+ 10416.67% |
$3.61M - $4.71M
|
126K
$2.56M
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
458+ 59.95% |
$13.2K - $17.3K
|
1.22K
$24.7K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
23New |
$664 - $867
|
23
$466
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.21KNew |
$120K - $141K
|
4.21K
$85.2K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.08KNew |
$30.8K - $36K
|
1.08K
$21.8K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
225New |
$6.43K - $7.52K
|
225
$4.56K
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
200New |
$5.72K - $6.68K
|
200
$4.05K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
37.9K+ 337.08% |
$1.09M - $1.36M
|
49.2K
$996K
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
291New |
$8.34K - $10.4K
|
291
$5.89K
|
|
Q1 2021 | |||||||
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
15KNew |
$364K - $454K
|
15K
$304K
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
408New |
$9.91K - $12.3K
|
408
$8.26K
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
55KNew |
$1.03M - $1.38M
|
55K
$1.11M
|
|
Feb 10, 2021
Q4 2020
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
37.5KNew |
$699K - $944K
|
37.5K
$759K
|
|
Feb 01, 2021
Q4 2020
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
33KNew |
$615K - $830K
|
33K
$668K
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
600New |
$11.2K - $15.1K
|
600
$12.2K
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$671 - $906
|
36
$729
|
|
Q3 2020 | |||||||
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
64KNew |
$1.23M - $1.45M
|
64K
$1.3M
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
21.7KNew |
$419K - $493K
|
21.7K
$440K
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
700New |
$13.5K - $15.9K
|
700
$14.2K
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
168New |
$3.24K - $3.81K
|
168
$3.4K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
1.11MNew |
$17M - $26.8M
|
1.11M
$22.4M
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
25.5KNew |
$390K - $618K
|
25.5K
$516K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
1MNew |
$15.3M - $26.3M
|
1M
$20.3M
|
|
Q3 2019 | |||||||
Oct 24, 2019
Q3 2019
|
Hgk Asset Management Inc
|
BUY
|
- |
108KNew |
$2.79M - $3.82M
|
108K
$2.18M
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
8.05KNew |
$209K - $286K
|
8.05K
$163K
|
|
Q4 2018 | |||||||
Feb 12, 2019
Q4 2018
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
PUT |
30KNew |
$833K - $1.03M
|
30K
$608K
|
|
Q3 2018 | |||||||
Nov 06, 2018
Q3 2018
|
Arnhold LLC
|
BUY
|
- |
94.2KNew |
$2.84M - $3.23M
|
94.2K
$1.91M
|