Purchases and Sales Made in Q1 2025 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q1 2025. 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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 13.93% |
$29.3K - $34.5K
|
12.7K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.5K+ 5.17% |
$28.4K - $33.4K
|
30.5K
$759K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.46K+ 7.76% |
$27.7K - $32.5K
|
20.3K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.41K+ 2.96% |
$26.7K - $31.3K
|
49K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.41K+ 2.41% |
$26.6K - $31.3K
|
59.9K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.38K+ 78.25% |
$26.1K - $30.6K
|
3.14K
$78.2K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.29K+ 5.73% |
$24.4K - $28.7K
|
23.8K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.29K+ 8.42% |
$24.4K - $28.7K
|
16.6K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.1K+ 3.12% |
$20.8K - $24.5K
|
36.3K
$905K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.03K+ 16.38% |
$19.5K - $23K
|
7.34K
$183K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
979New |
$18.5K - $21.8K
|
979
$24.4K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
975+ 8.57% |
$18.4K - $21.7K
|
12.4K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
965+ 111.69% |
$18.3K - $21.5K
|
1.83K
$45.5K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
925+ 20.28% |
$17.5K - $20.6K
|
5.49K
$137K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
810New |
$15.3K - $18K
|
810
$20.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
765+ 3.89% |
$14.5K - $17K
|
20.4K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
732+ 39.35% |
$13.8K - $16.3K
|
2.59K
$64.5K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
725+ 0.98% |
$13.7K - $16.1K
|
74.6K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
718+ 2.84% |
$13.6K - $16K
|
26K
$647K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
688+ 3.35% |
$13K - $15.3K
|
21.2K
$529K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
664+ 91.21% |
$12.6K - $14.8K
|
1.39K
$34.7K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
646New |
$12.2K - $14.4K
|
646
$16.1K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
555+ 49.87% |
$10.5K - $12.3K
|
1.67K
$41.5K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
533New |
$10.1K - $11.9K
|
533
$13.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$9.46K - $11.1K
|
500
$12.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
476+ 19.97% |
$9.01K - $10.6K
|
2.86K
$71.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
442+ 0.27% |
$8.36K - $9.83K
|
163K
$4.05M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
437+ 301.38% |
$8.27K - $9.72K
|
582
$14.5K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
400New |
$7.57K - $8.9K
|
400
$9.96K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
400+ 0.19% |
$7.57K - $8.9K
|
214K
$5.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$7.57K - $8.9K
|
400
$9.96K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
332+ 2.01% |
$6.28K - $7.38K
|
16.9K
$420K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.33% |
$5.68K - $6.67K
|
91.4K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
300+ 7.11% |
$5.68K - $6.67K
|
4.52K
$113K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
286+ 0.23% |
$5.41K - $6.36K
|
124K
$3.08M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
255+ 27.72% |
$4.82K - $5.67K
|
1.18K
$29.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
250+ 12.5% |
$4.73K - $5.56K
|
2.25K
$56K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
235+ 66.95% |
$4.45K - $5.23K
|
586
$14.6K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
232+ 1.98% |
$4.39K - $5.16K
|
11.9K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
219+ 172.44% |
$4.14K - $4.87K
|
346
$8.62K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
208+ 48.94% |
$3.94K - $4.63K
|
633
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
208New |
$3.94K - $4.63K
|
208
$5.18K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
207+ 6.85% |
$3.92K - $4.6K
|
3.23K
$80.4K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
196+ 1.64% |
$3.71K - $4.36K
|
12.1K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
183+ 1.07% |
$3.46K - $4.07K
|
17.2K
$429K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
168New |
$3.18K - $3.74K
|
168
$4.18K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
161+ 1.63% |
$3.05K - $3.58K
|
10.1K
$250K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
157+ 0.28% |
$2.97K - $3.49K
|
55.7K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
147+ 1.4% |
$2.78K - $3.27K
|
10.6K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
136New |
$2.57K - $3.02K
|
136
$3.39K
|