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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
113+ 1.27% |
$2.96K - $3.82K
|
8.99K
$201K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.54% |
$2.62K - $3.38K
|
18.5K
$414K
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
95+ 0.06% |
$2.49K - $3.21K
|
169K
$3.78M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
82+ 141.38% |
$2.15K - $2.77K
|
140
$3.13K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
81+ 0.85% |
$2.12K - $2.74K
|
9.61K
$215K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
78+ 0.61% |
$2.04K - $2.64K
|
12.8K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
62+ 0.7% |
$1.62K - $2.1K
|
8.97K
$201K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
56New |
$1.47K - $1.89K
|
56
$1.25K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55+ 11.39% |
$1.44K - $1.86K
|
538
$12K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
55New |
$1.44K - $1.86K
|
55
$1.23K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
53+ 3.37% |
$1.39K - $1.79K
|
1.63K
$36.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
52+ 8.7% |
$1.36K - $1.76K
|
650
$14.6K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
52+ 0.1% |
$1.36K - $1.76K
|
53.6K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
45+ 42.86% |
$1.18K - $1.52K
|
150
$3.36K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
43New |
$1.13K - $1.45K
|
43
$963
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
40New |
$1.05K - $1.35K
|
40
$896
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 4.09% |
$969 - $1.25K
|
941
$21.1K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
31+ 16.23% |
$812 - $1.05K
|
222
$4.97K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
27+ 71.05% |
$707 - $913
|
65
$1.46K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
24+ 48.0% |
$629 - $812
|
74
$1.66K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
21+ 0.1% |
$550 - $710
|
21.5K
$481K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 11.17% |
$550 - $710
|
209
$4.68K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 19.05% |
$524 - $676
|
125
$2.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16+ 0.84% |
$419 - $541
|
1.91K
$42.8K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14New |
$367 - $473
|
14
$313
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
12+ 0.05% |
$314 - $406
|
24.2K
$542K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$314 - $406
|
12
$269
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.63% |
$183 - $237
|
436
$9.76K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.6% |
$131 - $169
|
832
$18.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 6.15% |
$105 - $135
|
69
$1.54K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4New |
$105 - $135
|
4
$89.6
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 1.18% |
$105 - $135
|
343
$7.68K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.41% |
$26.2 - $33.8
|
72
$1.61K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 6.25% |
$52.4 - $67.6
|
30
$672
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8- 0.15% |
$210 - $271
|
5.3K
$119K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9- 2.05% |
$236 - $304
|
430
$9.63K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-16- 0.1% |
$419 - $541
|
15.8K
$354K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 5.06% |
$419 - $541
|
300
$6.72K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 2.72% |
$629 - $812
|
857
$19.2K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-29- 0.07% |
$760 - $981
|
42.5K
$952K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-32- 0.31% |
$838 - $1.08K
|
10.1K
$227K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-40- 0.48% |
$1.05K - $1.35K
|
8.32K
$186K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-40- 3.51% |
$1.05K - $1.35K
|
1.1K
$24.6K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-46- 1.43% |
$1.2K - $1.56K
|
3.18K
$71.1K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-54- 0.2% |
$1.41K - $1.83K
|
26.4K
$591K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-62- 4.11% |
$1.62K - $2.1K
|
1.45K
$32.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-65- 5.92% |
$1.7K - $2.2K
|
1.03K
$23.1K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-66- 0.54% |
$1.73K - $2.23K
|
12.1K
$270K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-97- 4.28% |
$2.54K - $3.28K
|
2.17K
$48.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 7.15% |
$2.62K - $3.38K
|
1.3K
$29.1K
|