Purchases and Sales Made in Q1 2023 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q1 2023. The information is specifically focused on institutions that hold shares of FRANKLIN RESOURCES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
11.2K+ 134.97% |
$293K - $378K
|
19.5K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
11.1KNew |
$291K - $375K
|
11.1K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10.7K+ 10.53% |
$280K - $361K
|
112K
$2.51M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.1KNew |
$265K - $342K
|
10.1K
$227K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.1KNew |
$265K - $342K
|
10.1K
$226K
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
10.1KNew |
$265K - $342K
|
10.1K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.1K+ 1.55% |
$263K - $340K
|
659K
$14.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.66K+ 17.7% |
$253K - $327K
|
64.3K
$1.44M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
9.43K+ 12.43% |
$247K - $319K
|
85.3K
$1.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
9.31K+ 1.74% |
$244K - $315K
|
544K
$12.2M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
9.13KNew |
$239K - $309K
|
9.13K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
9.06KNew |
$237K - $306K
|
9.06K
$203K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.94KNew |
$234K - $302K
|
8.94K
$200K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.88KNew |
$233K - $300K
|
8.88K
$199K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.88KNew |
$233K - $300K
|
8.88K
$199K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
8.84KNew |
$232K - $299K
|
8.84K
$198K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.6KNew |
$225K - $291K
|
8.6K
$193K
|
|
|
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
$181K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.1K+ 9.14% |
$212K - $274K
|
96.7K
$2.16M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.93KNew |
$208K - $268K
|
7.93K
$178K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
7.77KNew |
$204K - $263K
|
7.77K
$174K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.74KNew |
$203K - $262K
|
7.74K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
7.18KNew |
$188K - $243K
|
7.18K
$161K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.11KNew |
$186K - $240K
|
7.11K
$159K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.81K+ 60.52% |
$178K - $230K
|
18.1K
$405K
|
|
|
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
|
Ethic Inc.
New York, NY |
BUY
|
- |
6.47K+ 8.27% |
$169K - $219K
|
84.6K
$1.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.11K+ 13.82% |
$160K - $207K
|
50.3K
$1.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
6K+ 35.71% |
$157K - $203K
|
22.8K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.75KNew |
$151K - $194K
|
5.75K
$129K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.73K+ 60.65% |
$150K - $194K
|
15.2K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.64K+ 5.52% |
$148K - $191K
|
108K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.24K+ 38.34% |
$137K - $177K
|
18.9K
$423K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.23K+ 28.96% |
$137K - $177K
|
23.3K
$522K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.11K+ 27.35% |
$134K - $173K
|
23.8K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.03K+ 1.98% |
$132K - $170K
|
259K
$5.79M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.96K+ 4.0% |
$130K - $168K
|
129K
$2.88M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
4.87K+ 47.19% |
$128K - $165K
|
15.2K
$340K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
4.78K+ 8.8% |
$125K - $161K
|
59.1K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.77K+ 29.66% |
$125K - $161K
|
20.8K
$467K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.47K+ 26.68% |
$117K - $151K
|
21.2K
$475K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.44K+ 4.07% |
$116K - $150K
|
113K
$2.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.4KNew |
$115K - $149K
|
4.4K
$98.5K
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.36KNew |
$114K - $148K
|
4.36K
$97.7K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.36K+ 8.19% |
$114K - $147K
|
57.6K
$1.29M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.19K+ 1.67% |
$110K - $142K
|
255K
$5.71M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.03K+ 16.51% |
$105K - $136K
|
28.4K
$636K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.83K+ 27.96% |
$100K - $129K
|
17.5K
$392K
|