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 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.61K+ 37.85% |
$38.8K - $44.1K
|
5.88K
$122K
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.44K+ 2.98% |
$34.6K - $39.4K
|
49.8K
$1.04M
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.42K+ 2.58% |
$34.1K - $38.8K
|
56.5K
$1.18M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1.33KNew |
$31.8K - $36.2K
|
1.33K
$27.6K
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.32K+ 5.53% |
$31.6K - $35.9K
|
25.1K
$522K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1.27K+ 10.29% |
$30.6K - $34.8K
|
13.7K
$284K
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.27K+ 1.92% |
$30.4K - $34.5K
|
67K
$1.39M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.19K+ 5.42% |
$28.6K - $32.5K
|
23.2K
$483K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.13KNew |
$27.2K - $31K
|
1.13K
$23.6K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.12K+ 8.01% |
$26.9K - $30.5K
|
15.1K
$314K
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
1.09K+ 1.1% |
$26.2K - $29.8K
|
100K
$2.08M
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.01K+ 3.57% |
$24.3K - $27.7K
|
29.4K
$612K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$24K - $27.3K
|
1K
$20.8K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1K+ 100.0% |
$24K - $27.3K
|
2K
$41.6K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
950+ 0.41% |
$22.8K - $25.9K
|
232K
$4.83M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
932New |
$22.4K - $25.4K
|
932
$19.4K
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
905+ 8.15% |
$21.7K - $24.7K
|
12K
$250K
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
814+ 3.08% |
$19.5K - $22.2K
|
27.2K
$566K
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
744+ 3.09% |
$17.9K - $20.3K
|
24.8K
$516K
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
700+ 5.31% |
$16.8K - $19.1K
|
13.9K
$289K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
696+ 26.78% |
$16.7K - $19K
|
3.3K
$68.5K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
696+ 2.68% |
$16.7K - $19K
|
26.7K
$555K
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
672New |
$16.1K - $18.3K
|
672
$14K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
652+ 3.53% |
$15.7K - $17.8K
|
19.1K
$397K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
589+ 2.11% |
$14.1K - $16.1K
|
28.5K
$593K
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
516+ 5.73% |
$12.4K - $14.1K
|
9.52K
$198K
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
446+ 1.43% |
$10.7K - $12.2K
|
31.7K
$659K
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
435+ 4.69% |
$10.4K - $11.9K
|
9.7K
$202K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
404+ 1.79% |
$9.7K - $11K
|
23K
$477K
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
400+ 22.6% |
$9.6K - $10.9K
|
2.17K
$45.1K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
398New |
$9.56K - $10.9K
|
398
$8.28K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
395+ 3.81% |
$9.48K - $10.8K
|
10.8K
$224K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
383+ 2.19% |
$9.2K - $10.5K
|
17.9K
$372K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
379+ 12.66% |
$9.1K - $10.3K
|
3.37K
$70.2K
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
375+ 1.73% |
$9K - $10.2K
|
22.1K
$460K
|
|
Aug 14, 2023
Q2 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
354New |
$8.5K - $9.66K
|
354
$7.36K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
339+ 20.84% |
$8.14K - $9.25K
|
1.97K
$40.9K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
317+ 36.95% |
$7.61K - $8.65K
|
1.18K
$24.4K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
311+ 2.02% |
$7.47K - $8.49K
|
15.7K
$327K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
308New |
$7.4K - $8.41K
|
308
$6.41K
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
252+ 0.62% |
$6.05K - $6.88K
|
41.1K
$854K
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
212+ 0.5% |
$5.09K - $5.79K
|
42.7K
$889K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
204+ 0.17% |
$4.9K - $5.57K
|
120K
$2.49M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
204+ 0.61% |
$4.9K - $5.57K
|
33.8K
$703K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
199+ 2.33% |
$4.78K - $5.43K
|
8.75K
$182K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
177+ 1.47% |
$4.25K - $4.83K
|
12.3K
$255K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
168+ 0.81% |
$4.03K - $4.59K
|
20.8K
$432K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
161+ 8.74% |
$3.87K - $4.4K
|
2K
$41.7K
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
157+ 0.77% |
$3.77K - $4.29K
|
20.6K
$428K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
120New |
$2.88K - $3.28K
|
120
$2.5K
|