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
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
100+ 0.99% |
$2.4K - $2.73K
|
10.2K
$226K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
80+ 0.92% |
$1.92K - $2.18K
|
8.78K
$194K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
73New |
$1.75K - $1.99K
|
73
$1.61K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
60+ 0.71% |
$1.44K - $1.64K
|
8.53K
$189K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
51+ 0.41% |
$1.22K - $1.39K
|
12.5K
$277K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44+ 2.82% |
$1.06K - $1.2K
|
1.6K
$35.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
40+ 0.45% |
$960 - $1.09K
|
9.01K
$199K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37+ 308.33% |
$888 - $1.01K
|
49
$1.08K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33New |
$792 - $901
|
33
$729
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
32+ 0.38% |
$768 - $874
|
8.51K
$188K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27New |
$648 - $737
|
27
$597
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 1.05% |
$480 - $546
|
1.93K
$42.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18New |
$432 - $491
|
18
$398
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
16+ 51.61% |
$384 - $437
|
47
$1.04K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
14+ 0.06% |
$336 - $382
|
24.2K
$535K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 2.79% |
$288 - $328
|
442
$9.77K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 1.12% |
$264 - $300
|
994
$22K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9New |
$216 - $246
|
9
$199
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
8+ 1.23% |
$192 - $218
|
658
$14.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
8+ 0.09% |
$192 - $218
|
9.06K
$200K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
6+ 4.62% |
$144 - $164
|
136
$3.01K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 1.17% |
$96 - $109
|
347
$7.67K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.03% |
$72 - $81.9
|
8.6K
$190K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.71% |
$24 - $27.3
|
141
$3.12K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1- 0.49% |
$24 - $27.3
|
204
$4.51K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 6.76% |
$120 - $137
|
69
$1.52K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 20.29% |
$336 - $382
|
55
$1.22K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17- 19.54% |
$408 - $464
|
70
$1.55K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 15.2% |
$456 - $519
|
106
$2.34K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 6.33% |
$456 - $519
|
281
$6.21K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-19- 29.23% |
$456 - $519
|
46
$1.02K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21- 10.05% |
$504 - $573
|
188
$4.15K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-25- 0.23% |
$600 - $683
|
10.6K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-27- 20.45% |
$648 - $737
|
105
$2.32K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-28- 0.2% |
$672 - $764
|
14K
$310K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-31- 13.96% |
$744 - $846
|
191
$4.22K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 19.05% |
$768 - $874
|
136
$3.01K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-34- 3.61% |
$816 - $928
|
907
$20K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-35- 0.36% |
$840 - $956
|
9.67K
$214K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-37- 5.29% |
$888 - $1.01K
|
662
$14.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-43- 3.91% |
$1.03K - $1.17K
|
1.06K
$23.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-44- 4.26% |
$1.06K - $1.2K
|
989
$21.9K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-65- 3.15% |
$1.56K - $1.77K
|
2K
$44.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-74- 0.07% |
$1.78K - $2.02K
|
113K
$2.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-78- 1.02% |
$1.87K - $2.13K
|
7.55K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-80- 9.33% |
$1.92K - $2.18K
|
777
$17.2K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-81- 5.6% |
$1.94K - $2.21K
|
1.37K
$30.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-81- 5.6% |
$1.94K - $2.21K
|
1.37K
$30.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-90- 0.7% |
$2.16K - $2.46K
|
12.7K
$281K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-103- 4.75% |
$2.47K - $2.81K
|
2.07K
$45.6K
|