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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-106- 24.31% |
$2.55K - $2.89K
|
330
$7.39K
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-111- 0.07% |
$2.67K - $3.03K
|
169K
$3.77M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-119- 0.15% |
$2.86K - $3.25K
|
77.3K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-122- 0.4% |
$2.93K - $3.33K
|
30.4K
$681K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-129- 0.98% |
$3.1K - $3.52K
|
13K
$291K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-134- 46.85% |
$3.22K - $3.66K
|
152
$3.4K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-142- 0.75% |
$3.41K - $3.88K
|
18.8K
$420K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-156- 0.67% |
$3.75K - $4.26K
|
23.1K
$518K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-165- 11.5% |
$3.96K - $4.5K
|
1.27K
$28.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-168- 0.78% |
$4.03K - $4.59K
|
21.3K
$477K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-170- 6.89% |
$4.08K - $4.64K
|
2.3K
$51.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-180- 0.19% |
$4.32K - $4.91K
|
94.3K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-188- 0.38% |
$4.51K - $5.13K
|
49.6K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-188- 33.57% |
$4.51K - $5.13K
|
372
$8.33K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-199- 0.94% |
$4.78K - $5.43K
|
21K
$471K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-217- 0.06% |
$5.21K - $5.92K
|
371K
$8.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-230- 2.52% |
$5.52K - $6.28K
|
8.9K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-245- 29.13% |
$5.88K - $6.69K
|
596
$13.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-259- 4.07% |
$6.22K - $7.07K
|
6.1K
$137K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-261- 1.08% |
$6.27K - $7.13K
|
24K
$537K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-269- 0.61% |
$6.46K - $7.34K
|
43.8K
$980K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-271- 8.54% |
$6.51K - $7.4K
|
2.9K
$65K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-315- 3.12% |
$7.56K - $8.6K
|
9.8K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-315- 2.47% |
$7.56K - $8.6K
|
12.4K
$279K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-332- 45.6% |
$7.97K - $9.06K
|
396
$8.87K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-339- 63.01% |
$8.14K - $9.25K
|
199
$4.46K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-342- 41.11% |
$8.21K - $9.34K
|
490
$11K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-358- 2.47% |
$8.6K - $9.77K
|
14.2K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-361- 1.53% |
$8.67K - $9.86K
|
23.2K
$520K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-392- 3.71% |
$9.41K - $10.7K
|
10.2K
$228K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-400- 1.8% |
$9.6K - $10.9K
|
21.9K
$489K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-402- 2.04% |
$9.65K - $11K
|
19.3K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-409- 0.8% |
$9.82K - $11.2K
|
50.8K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-409- 1.9% |
$9.82K - $11.2K
|
21.1K
$473K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-505- 0.08% |
$12.1K - $13.8K
|
599K
$13.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-522- 5.09% |
$12.5K - $14.3K
|
9.73K
$218K
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-534- 0.15% |
$12.8K - $14.6K
|
367K
$8.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-544- 5.14% |
$13.1K - $14.9K
|
10K
$225K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-580- 1.88% |
$13.9K - $15.8K
|
30.3K
$678K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-587- 0.53% |
$14.1K - $16K
|
110K
$2.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-592- 2.24% |
$14.2K - $16.2K
|
25.8K
$578K
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-599- 1.81% |
$14.4K - $16.4K
|
32.5K
$727K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-651- 0.73% |
$15.6K - $17.8K
|
89K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-669- 2.05% |
$16.1K - $18.3K
|
32K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-675- 7.51% |
$16.2K - $18.4K
|
8.31K
$186K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-745- 21.51% |
$17.9K - $20.3K
|
2.72K
$60.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-746- 0.62% |
$17.9K - $20.4K
|
119K
$2.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-769- 7.59% |
$18.5K - $21K
|
9.36K
$210K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-779- 6.23% |
$18.7K - $21.3K
|
11.7K
$263K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-780- 3.16% |
$18.7K - $21.3K
|
23.9K
$536K
|