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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.22K- 1.05% |
$31.8K - $41.1K
|
114K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.25K- 12.21% |
$32.7K - $42.3K
|
8.99K
$201K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-1.27K- 14.79% |
$33.3K - $43K
|
7.32K
$164K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.39K- 7.1% |
$36.4K - $46.9K
|
18.2K
$407K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.62K- 4.52% |
$42.3K - $54.6K
|
34.1K
$764K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.65K- 1.76% |
$43.1K - $55.7K
|
92.1K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.68K- 3.23% |
$44.1K - $56.9K
|
50.5K
$1.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.72K- 3.95% |
$45K - $58.2K
|
41.9K
$937K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.75K- 8.15% |
$45.9K - $59.3K
|
19.7K
$442K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.82K- 0.5% |
$47.5K - $61.4K
|
363K
$8.13M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.83K- 14.6% |
$47.8K - $61.7K
|
10.7K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.83K- 14.02% |
$47.8K - $61.8K
|
11.2K
$251K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.85K- 65.35% |
$48.6K - $62.7K
|
983
$22K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.86K- 16.68% |
$48.6K - $62.7K
|
9.27K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.9K- 1.49% |
$49.7K - $64.1K
|
125K
$2.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.98K- 5.55% |
$51.8K - $66.9K
|
33.7K
$754K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.99K- 94.75% |
$52K - $67.1K
|
110
$2.46K
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.18K- 5.4% |
$57.2K - $73.8K
|
38.2K
$856K
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-2.19K- 0.91% |
$57.4K - $74.2K
|
238K
$5.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.3K- 28.31% |
$60.2K - $77.8K
|
5.83K
$130K
|
|
|
Apr 03, 2023
Q1 2023
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-2.36K- 1.57% |
$61.8K - $79.8K
|
148K
$3.32M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-2.4K- 0.65% |
$62.9K - $81.2K
|
368K
$8.23M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 18.41% |
$63.2K - $81.7K
|
10.7K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2.46K- 41.5% |
$64.3K - $83.1K
|
3.46K
$77.6K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.68K- 3.66% |
$70.3K - $90.8K
|
70.6K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-2.85K- 4.67% |
$74.7K - $96.5K
|
58.3K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-2.89K- 2.47% |
$75.7K - $97.7K
|
114K
$2.55M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3KClosed |
$78.6K - $101K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-3.05K- 4.16% |
$79.9K - $103K
|
70.3K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.46K- 31.26% |
$90.6K - $117K
|
7.61K
$170K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-3.52K- 1.58% |
$92.3K - $119K
|
220K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.61K- 31.81% |
$94.6K - $122K
|
7.74K
$173K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.67K- 0.71% |
$96K - $124K
|
516K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.67K- 22.36% |
$96.2K - $124K
|
12.8K
$286K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-3.85K- 0.44% |
$101K - $130K
|
866K
$19.4M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.9K- 3.46% |
$102K - $132K
|
109K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.57K- 8.19% |
$120K - $155K
|
51.2K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.65K- 31.44% |
$122K - $157K
|
10.1K
$227K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.8K- 1.42% |
$126K - $162K
|
333K
$7.45M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.14K- 37.76% |
$135K - $174K
|
8.48K
$190K
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-5.58K- 14.43% |
$146K - $189K
|
33.1K
$740K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.68K- 6.25% |
$149K - $192K
|
85.3K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.82K- 0.69% |
$152K - $197K
|
838K
$18.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6K- 45.11% |
$157K - $203K
|
7.3K
$163K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-6.47K- 48.88% |
$169K - $219K
|
6.77K
$151K
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.71K- 7.37% |
$176K - $227K
|
84.3K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.74K- 13.92% |
$177K - $228K
|
41.7K
$933K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.77K- 61.36% |
$177K - $229K
|
4.26K
$95.5K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.19K- 83.26% |
$188K - $243K
|
1.45K
$32.4K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.3K- 12.34% |
$191K - $247K
|
51.9K
$1.16M
|