Purchases and Sales Made in Q2 2022 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
99+ 83.9% |
$2.28K - $2.77K
|
217
$4.28K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
96+ 10.76% |
$2.21K - $2.69K
|
988
$19.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
95+ 34.3% |
$2.19K - $2.66K
|
372
$7.34K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
95+ 243.59% |
$2.19K - $2.66K
|
134
$2.65K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
92+ 173.58% |
$2.12K - $2.58K
|
145
$2.86K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
89+ 2.57% |
$2.05K - $2.49K
|
3.55K
$70K
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
BUY
|
- |
88+ 0.37% |
$2.03K - $2.47K
|
24.2K
$477K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
87New |
$2.01K - $2.44K
|
87
$1.72K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
82+ 0.87% |
$1.89K - $2.3K
|
9.52K
$188K
|
|
|
Aug 12, 2022
Q2 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
79+ 0.41% |
$1.82K - $2.21K
|
19.2K
$379K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
72New |
$1.66K - $2.02K
|
72
$1.42K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
71New |
$1.64K - $1.99K
|
71
$1.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
62+ 21.38% |
$1.43K - $1.74K
|
352
$6.95K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
60+ 17.86% |
$1.38K - $1.68K
|
396
$7.82K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
49+ 140.0% |
$1.13K - $1.37K
|
84
$1.66K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 108.89% |
$1.13K - $1.37K
|
94
$1.86K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
37+ 16.44% |
$854 - $1.04K
|
262
$5.17K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 1.39% |
$807 - $981
|
2.54K
$50.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
30New |
$692 - $841
|
30
$592
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
24+ 0.13% |
$554 - $672
|
18.8K
$371K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
20+ 0.38% |
$461 - $560
|
5.33K
$105K
|
|
|
Aug 02, 2022
Q2 2022
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
18+ 0.02% |
$415 - $504
|
104K
$2.04M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
16+ 1.33% |
$369 - $448
|
1.22K
$24K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$277 - $336
|
12
$237
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
11+ 0.01% |
$254 - $308
|
170K
$3.36M
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 55.0% |
$254 - $308
|
31
$612
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$231 - $280
|
10
$197
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
6+ 7.89% |
$138 - $168
|
82
$1.62K
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6+ 0.03% |
$138 - $168
|
18.7K
$369K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.04% |
$92.3 - $112
|
11.2K
$221K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 1.22% |
$92.3 - $112
|
331
$6.53K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3New |
$69.2 - $84.1
|
3
$59.2
|
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
2+ 0.0% |
$46.1 - $56
|
85.3K
$1.68M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.57% |
$23.1 - $28
|
177
$3.49K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-3Closed |
$69.2 - $84.1
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-13- 86.67% |
$300 - $364
|
2
$39.5
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-14- 5.86% |
$323 - $392
|
225
$4.44K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-23Closed |
$531 - $644
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-25- 3.38% |
$577 - $701
|
714
$14.1K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 7.89% |
$692 - $841
|
350
$6.91K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-48Closed |
$1.11K - $1.34K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-54- 10.21% |
$1.25K - $1.51K
|
475
$9.38K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76- 0.6% |
$1.75K - $2.13K
|
12.6K
$248K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-83Closed |
$1.91K - $2.33K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-84- 13.02% |
$1.94K - $2.35K
|
561
$11.1K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-96Closed |
$2.21K - $2.69K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-98Closed |
$2.26K - $2.75K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-99- 2.69% |
$2.28K - $2.77K
|
3.58K
$70.7K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-100- 43.48% |
$2.31K - $2.8K
|
130
$2.57K
|