Purchases and Sales Made in Q2 2023 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q2 2023. 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 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
34.3KNew |
$824K - $937K
|
34.3K
$769K
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
33K+ 8.05% |
$793K - $901K
|
443K
$9.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30.6K+ 7.01% |
$736K - $836K
|
467K
$10.5M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
30.5K+ 156.77% |
$733K - $833K
|
50K
$1.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
29.3K+ 8.76% |
$704K - $800K
|
364K
$8.15M
|
|
|
Sep 04, 2024
Q2 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
27K+ 107.11% |
$649K - $738K
|
52.3K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.9K+ 5.09% |
$646K - $735K
|
556K
$12.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.7K+ 5.58% |
$617K - $702K
|
486K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
25K+ 61.76% |
$600K - $683K
|
65.5K
$1.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 7.22% |
$551K - $627K
|
341K
$7.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.8KNew |
$548K - $623K
|
22.8K
$511K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
22.5K+ 23.25% |
$540K - $614K
|
119K
$2.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
21.4K+ 0.3% |
$515K - $585K
|
7.08M
$159M
|
|
|
Aug 04, 2023
Q2 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20.8K+ 55.4% |
$498K - $567K
|
58.2K
$1.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
20.4KNew |
$490K - $557K
|
20.4K
$457K
|
|
|
Jul 12, 2023
Q2 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
20K+ 3.67% |
$479K - $545K
|
564K
$12.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.9K+ 5.26% |
$479K - $544K
|
399K
$8.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
19.9KNew |
$477K - $543K
|
19.9K
$445K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.2K+ 47.58% |
$461K - $524K
|
59.6K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
18.3KNew |
$440K - $500K
|
18.3K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
17.5KNew |
$421K - $478K
|
17.5K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17KNew |
$407K - $463K
|
17K
$380K
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
16.3K+ 107.66% |
$393K - $446K
|
31.5K
$706K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
15.6K+ 108.09% |
$373K - $425K
|
29.9K
$670K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.5K+ 5.49% |
$373K - $424K
|
298K
$6.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 0.41% |
$366K - $417K
|
3.78M
$84.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14.8K+ 35.55% |
$356K - $404K
|
56.5K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
14.8KNew |
$355K - $404K
|
14.8K
$331K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
14.7KNew |
$353K - $401K
|
14.7K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.6K+ 109.85% |
$350K - $398K
|
27.9K
$624K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
14.1KNew |
$338K - $384K
|
14.1K
$315K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.6KNew |
$328K - $372K
|
13.6K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
13.3K+ 89.03% |
$318K - $362K
|
28.1K
$630K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
13.2KNew |
$317K - $360K
|
13.2K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
12.8K+ 7289.77% |
$308K - $350K
|
13K
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.2K+ 77.45% |
$294K - $334K
|
28K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
12.1K+ 1.05% |
$291K - $330K
|
1.17M
$26.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
11.9K+ 53.26% |
$285K - $324K
|
34.2K
$765K
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
11.8K+ 18.77% |
$284K - $323K
|
74.9K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
11.8K+ 8.65% |
$283K - $322K
|
148K
$3.31M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
11.5K+ 7.48% |
$276K - $314K
|
165K
$3.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.2KNew |
$268K - $305K
|
11.2K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11KNew |
$264K - $300K
|
11K
$246K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.8KNew |
$260K - $295K
|
10.8K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
10.5K+ 115.1% |
$252K - $286K
|
19.6K
$439K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
10.2KNew |
$244K - $277K
|
10.2K
$228K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
9.74KNew |
$234K - $266K
|
9.74K
$218K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.61K+ 47.58% |
$231K - $262K
|
29.8K
$667K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
9.51K+ 112.32% |
$228K - $260K
|
18K
$403K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9.39K+ 21.14% |
$226K - $256K
|
53.8K
$1.21M
|