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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
135+ 0.84% |
$2.55K - $3K
|
16.2K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
125+ 0.09% |
$2.37K - $2.78K
|
135K
$3.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
120+ 0.45% |
$2.27K - $2.67K
|
26.6K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
113New |
$2.14K - $2.51K
|
113
$2.81K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
108New |
$2.04K - $2.4K
|
108
$2.69K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.6% |
$1.89K - $2.22K
|
16.7K
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
92New |
$1.74K - $2.05K
|
92
$2.29K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 64.29% |
$1.7K - $2K
|
230
$5.73K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
86+ 0.27% |
$1.63K - $1.91K
|
32.4K
$806K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
85+ 274.19% |
$1.61K - $1.89K
|
116
$2.89K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
78New |
$1.48K - $1.73K
|
78
$1.94K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
76+ 400.0% |
$1.44K - $1.69K
|
95
$2.37K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
71New |
$1.34K - $1.58K
|
71
$1.77K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
65+ 0.59% |
$1.23K - $1.45K
|
11K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
63+ 0.47% |
$1.19K - $1.4K
|
13.6K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
55+ 14.67% |
$1.04K - $1.22K
|
430
$10.7K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
53+ 38.13% |
$1K - $1.18K
|
192
$4.78K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
50+ 0.51% |
$946 - $1.11K
|
9.86K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
49New |
$927 - $1.09K
|
49
$1.22K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
45New |
$851 - $1K
|
45
$1.12K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
44New |
$832 - $979
|
44
$1.1K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
38New |
$719 - $845
|
38
$946
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
37+ 123.33% |
$700 - $823
|
67
$1.67K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
37+ 0.01% |
$700 - $823
|
304K
$7.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
33+ 9.32% |
$624 - $734
|
387
$9.64K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
30+ 0.05% |
$568 - $667
|
55.1K
$1.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30+ 200.0% |
$568 - $667
|
45
$1.12K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
26New |
$492 - $578
|
26
$647
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
15New |
$284 - $334
|
15
$374
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 0.81% |
$265 - $311
|
1.75K
$43.6K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
14+ 0.12% |
$265 - $311
|
11.4K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11+ 73.33% |
$208 - $245
|
26
$647
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
9New |
$170 - $200
|
9
$224
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
8+ 1.76% |
$151 - $178
|
463
$11.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
7+ 2.83% |
$132 - $156
|
254
$6.32K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
6+ 100.0% |
$114 - $133
|
12
$299
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6New |
$114 - $133
|
6
$149
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 50.0% |
$94.6 - $111
|
15
$374
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5New |
$94.6 - $111
|
5
$125
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.77% |
$37.8 - $44.5
|
115
$2.86K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 1.96% |
$18.9 - $22.2
|
52
$1.29K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 4.55% |
$37.8 - $44.5
|
42
$1.05K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15- 4.17% |
$284 - $334
|
345
$8.59K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-16- 38.1% |
$303 - $356
|
26
$647
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-17- 0.01% |
$322 - $378
|
116K
$2.89M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 65.79% |
$473 - $556
|
13
$324
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-32- 26.67% |
$605 - $712
|
88
$2.19K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-37- 0.08% |
$700 - $823
|
44K
$1.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-54- 24.43% |
$1.02K - $1.2K
|
167
$4.16K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-56- 2.11% |
$1.06K - $1.25K
|
2.6K
$64.8K
|