Purchases and Sales Made in Q1 2024 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q1 2024. 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 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
550+ 5000.0% |
$14.5K - $16.1K
|
561
$14K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
520+ 14.86% |
$13.7K - $15.3K
|
4.02K
$100K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
518+ 4.22% |
$13.6K - $15.2K
|
12.8K
$319K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
517+ 3.48% |
$13.6K - $15.2K
|
15.4K
$383K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
509+ 3.61% |
$13.4K - $14.9K
|
14.6K
$363K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 2.94% |
$13.2K - $14.7K
|
17.5K
$436K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
489New |
$12.9K - $14.3K
|
489
$12.2K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
448+ 6.07% |
$11.8K - $13.1K
|
7.83K
$195K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
444+ 2.05% |
$11.7K - $13K
|
22.1K
$550K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
443+ 4.37% |
$11.7K - $13K
|
10.6K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
442+ 21.82% |
$11.6K - $13K
|
2.47K
$61.5K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
434+ 1.32% |
$11.4K - $12.7K
|
33.4K
$831K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
BUY
|
- |
432+ 2.28% |
$11.4K - $12.7K
|
19.4K
$482K
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
429+ 4.03% |
$11.3K - $12.6K
|
11.1K
$276K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
410+ 4.44% |
$10.8K - $12K
|
9.65K
$240K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
322+ 3.94% |
$8.47K - $9.44K
|
8.49K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
299+ 8.53% |
$7.87K - $8.77K
|
3.81K
$94.8K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
284+ 1.13% |
$7.47K - $8.33K
|
25.3K
$630K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
260New |
$6.84K - $7.63K
|
260
$6.47K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
256+ 0.69% |
$6.74K - $7.51K
|
37.6K
$936K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
255+ 4.78% |
$6.71K - $7.48K
|
5.59K
$139K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
248+ 6.37% |
$6.52K - $7.27K
|
4.14K
$103K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
246+ 0.99% |
$6.47K - $7.22K
|
25.1K
$625K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
237+ 1.05% |
$6.24K - $6.95K
|
22.8K
$568K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
236+ 84.89% |
$6.21K - $6.92K
|
514
$12.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
220New |
$5.79K - $6.45K
|
220
$5.48K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
203+ 9.74% |
$5.34K - $5.95K
|
2.29K
$56.9K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$5.26K - $5.87K
|
200
$4.98K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
190New |
$5K - $5.57K
|
190
$4.73K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
189+ 1.29% |
$4.97K - $5.54K
|
14.9K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
162+ 44.26% |
$4.26K - $4.75K
|
528
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
126+ 0.5% |
$3.32K - $3.7K
|
25.4K
$631K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
125New |
$3.29K - $3.67K
|
125
$3.11K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
120+ 1.18% |
$3.16K - $3.52K
|
10.3K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
113+ 1.94% |
$2.97K - $3.31K
|
5.93K
$148K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
106+ 2.25% |
$2.79K - $3.11K
|
4.82K
$120K
|
|
|
Apr 11, 2024
Q1 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
101+ 0.76% |
$2.66K - $2.96K
|
13.4K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
92+ 0.2% |
$2.42K - $2.7K
|
47.2K
$1.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
88+ 1.01% |
$2.32K - $2.58K
|
8.81K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
84+ 0.26% |
$2.21K - $2.46K
|
32.3K
$803K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
75+ 0.55% |
$1.97K - $2.2K
|
13.6K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
56+ 0.08% |
$1.47K - $1.64K
|
70.7K
$1.76M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
54+ 17.88% |
$1.42K - $1.58K
|
356
$8.86K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
51+ 8.28% |
$1.34K - $1.5K
|
667
$16.6K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
45+ 49.45% |
$1.18K - $1.32K
|
136
$3.39K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
43+ 93.48% |
$1.13K - $1.26K
|
89
$2.22K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
41New |
$1.08K - $1.2K
|
41
$1.02K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
37+ 119.35% |
$973 - $1.09K
|
68
$1.69K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 0.56% |
$921 - $1.03K
|
6.25K
$156K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
33New |
$868 - $968
|
33
$822
|