Purchases and Sales Made in Q2 2024 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q2 2024. 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 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
825+ 1.86% |
$18K - $22.8K
|
45.1K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
820+ 3.84% |
$17.9K - $22.6K
|
22.1K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
810+ 4.9% |
$17.7K - $22.4K
|
17.3K
$388K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
710+ 522.06% |
$15.5K - $19.6K
|
846
$19K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
677+ 16.96% |
$14.8K - $18.7K
|
4.67K
$105K
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
644+ 2.54% |
$14.1K - $17.8K
|
26K
$583K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.68% |
$13.1K - $16.6K
|
88.2K
$1.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
541+ 142.74% |
$11.8K - $14.9K
|
920
$20.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
483+ 0.45% |
$10.5K - $13.3K
|
109K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
443New |
$9.67K - $12.2K
|
443
$9.92K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
439+ 0.33% |
$9.58K - $12.1K
|
133K
$2.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
438+ 0.62% |
$9.56K - $12.1K
|
71.2K
$1.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
427+ 41.62% |
$9.32K - $11.8K
|
1.45K
$32.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
390+ 6.57% |
$8.51K - $10.8K
|
6.32K
$142K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
388+ 1.51% |
$8.47K - $10.7K
|
26.1K
$584K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
367+ 38.79% |
$8.01K - $10.1K
|
1.31K
$29.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
347+ 0.97% |
$7.58K - $9.58K
|
36.1K
$808K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
309+ 0.05% |
$6.75K - $8.53K
|
600K
$13.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Foundation Resource Management Inc
|
BUY
|
- |
270+ 0.05% |
$5.89K - $7.46K
|
585K
$13.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
269New |
$5.87K - $7.43K
|
269
$6.03K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
205+ 3.69% |
$4.48K - $5.66K
|
5.76K
$129K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
203New |
$4.43K - $5.61K
|
203
$4.55K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
168+ 0.89% |
$3.67K - $4.64K
|
19K
$426K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
165+ 1.47% |
$3.6K - $4.56K
|
11.4K
$256K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
159New |
$3.47K - $4.39K
|
159
$3.56K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
143New |
$3.12K - $3.95K
|
143
$3.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
129+ 1.36% |
$2.82K - $3.56K
|
9.65K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
126New |
$2.75K - $3.48K
|
126
$2.82K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
123+ 0.4% |
$2.69K - $3.4K
|
30.7K
$687K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
111+ 0.85% |
$2.42K - $3.07K
|
13.2K
$297K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$2.18K - $2.76K
|
100
$2.24K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 16.78% |
$2.18K - $2.76K
|
696
$15.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
100New |
$2.18K - $2.76K
|
100
$2.24K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.39% |
$2.18K - $2.76K
|
25.7K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
83New |
$1.81K - $2.29K
|
83
$1.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
80+ 6.76% |
$1.75K - $2.21K
|
1.26K
$28.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 39.05% |
$1.44K - $1.82K
|
235
$5.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
65+ 0.65% |
$1.42K - $1.8K
|
10.1K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
65+ 0.61% |
$1.42K - $1.8K
|
10.6K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
65+ 11.59% |
$1.42K - $1.8K
|
626
$14K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
61New |
$1.33K - $1.68K
|
61
$1.37K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
56+ 5.3% |
$1.22K - $1.55K
|
1.11K
$24.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
51New |
$1.11K - $1.41K
|
51
$1.14K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
50New |
$1.09K - $1.38K
|
50
$1.12K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
49+ 0.18% |
$1.07K - $1.35K
|
27.6K
$618K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
48+ 1.0% |
$1.05K - $1.33K
|
4.87K
$109K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
43New |
$939 - $1.19K
|
43
$963
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
42+ 59.15% |
$917 - $1.16K
|
113
$2.53K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 38.46% |
$873 - $1.1K
|
144
$3.23K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
40+ 190.48% |
$873 - $1.1K
|
61
$1.37K
|