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 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.14K- 2.39% |
$21.6K - $25.4K
|
46.7K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.17K- 94.83% |
$22.2K - $26.1K
|
64
$1.59K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.22K- 5.57% |
$23.1K - $27.1K
|
20.7K
$515K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.37K- 19.5% |
$25.9K - $30.5K
|
5.66K
$141K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.44K- 9.78% |
$27.2K - $32K
|
13.3K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.44K- 1.89% |
$27.2K - $32K
|
74.6K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 88.0% |
$30.3K - $35.6K
|
218
$5.43K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.63K- 0.27% |
$30.8K - $36.2K
|
600K
$15M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.66K- 40.06% |
$31.4K - $36.9K
|
2.48K
$61.9K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.68K- 2.43% |
$31.7K - $37.3K
|
67.4K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-1.79K- 8.1% |
$33.8K - $39.7K
|
20.3K
$505K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.86K- 78.5% |
$35.1K - $41.3K
|
508
$12.6K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.87K- 0.68% |
$35.3K - $41.5K
|
271K
$6.75M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-2.2K- 12.96% |
$41.6K - $48.9K
|
14.8K
$368K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.22K- 39.2% |
$42K - $49.4K
|
3.44K
$85.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.26K- 2.75% |
$42.7K - $50.2K
|
79.7K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.33K- 23.18% |
$44.1K - $51.8K
|
7.72K
$192K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.58K- 97.8% |
$48.9K - $57.4K
|
58
$1.44K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.66K- 14.11% |
$50.3K - $59.1K
|
16.2K
$403K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.71K- 2.77% |
$51.3K - $60.3K
|
95K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.83K- 15.44% |
$53.6K - $63K
|
15.5K
$386K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.97K- 18.22% |
$56.1K - $66K
|
13.3K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-3K- 99.7% |
$56.8K - $66.7K
|
9
$224
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-3.23K- 3.58% |
$61.1K - $71.8K
|
87K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.26K- 93.9% |
$61.8K - $72.6K
|
212
$5.28K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.48K- 2.71% |
$65.8K - $77.4K
|
125K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3.49K- 40.62% |
$66K - $77.6K
|
5.1K
$127K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.6K- 29.45% |
$68.2K - $80.1K
|
8.63K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.9K- 2.28% |
$73.8K - $86.7K
|
167K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-4.14K- 7.02% |
$78.3K - $92K
|
54.8K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-4.46K- 15.24% |
$84.4K - $99.3K
|
24.8K
$618K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4.47K- 25.12% |
$84.6K - $99.4K
|
13.3K
$332K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.92K- 7.87% |
$93K - $109K
|
57.5K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-5.05K- 11.25% |
$95.6K - $112K
|
39.9K
$993K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.2K- 19.98% |
$98.5K - $116K
|
20.8K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-5.67K- 20.36% |
$107K - $126K
|
22.2K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-5.87K- 13.88% |
$111K - $131K
|
36.5K
$908K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.7K- 21.08% |
$127K - $149K
|
25.1K
$624K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.72K- 3.95% |
$127K - $150K
|
163K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.38K- 6.77% |
$140K - $164K
|
102K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.47K- 8.34% |
$141K - $166K
|
82.2K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.81K- 4.54% |
$148K - $174K
|
164K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.64K- 0.95% |
$164K - $192K
|
902K
$22.4M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-9.28K- 2.09% |
$176K - $206K
|
434K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-9.48K- 2.58% |
$179K - $211K
|
357K
$8.9M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-9.51K- 23.14% |
$180K - $211K
|
31.6K
$787K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-9.51K- 23.14% |
$180K - $211K
|
31.6K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-9.74K- 3.73% |
$184K - $217K
|
252K
$6.27M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-11.4K- 23.86% |
$216K - $254K
|
36.4K
$906K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 79.54% |
$234K - $275K
|
3.18K
$79.2K
|