Institutional Ownership Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN). We have compiled data on the 615 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $5.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
100
shares
|
$2,134
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$2,134
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
96
shares
|
$2,048
0.0% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
79
shares
|
$1,685
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
75
shares
|
$1,600
0.0% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
70
shares
|
$1,493
0.0% of portfolio
|
Q2 2023
Reduced 19.54%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
69
shares
|
$1,472
0.0% of portfolio
|
Q3 2024
Reduced 48.89%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
66
shares
|
$1,408
0.0% of portfolio
|
Q3 2024
Added 560.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
55
shares
|
$1,173
0.0% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
51
shares
|
$1,088
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
49
shares
|
$1,045
0.0% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
48
shares
|
$1,024
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
48
shares
|
$1,024
0.0% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
41
shares
|
$874
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
40
shares
|
$853
0.0% of portfolio
|
Q3 2024
Reduced 34.43%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
37
shares
|
$789
0.0% of portfolio
|
Q3 2024
Reduced 49.32%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
34
shares
|
$725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
31
shares
|
$661
0.0% of portfolio
|
Q3 2024
Reduced 62.65%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
26
shares
|
$554
0.0% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
25
shares
|
$533
0.0% of portfolio
|
Q3 2024
Reduced 94.29%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
24
shares
|
$512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
23
shares
|
$490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
20
shares
|
$426
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
15
shares
|
$320
0.0% of portfolio
|
Q3 2024
Added 650.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
12
shares
|
$256
0.0% of portfolio
|
Q3 2023
Reduced 75.51%
|