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 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
36+ 16.67% |
$786 - $994
|
252
$5.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
35+ 39.33% |
$764 - $967
|
124
$2.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34+ 0.42% |
$742 - $939
|
8.22K
$184K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
31+ 0.28% |
$677 - $856
|
10.9K
$245K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30New |
$655 - $829
|
30
$672
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 11.32% |
$655 - $829
|
295
$6.61K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 25.0% |
$546 - $691
|
125
$2.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
20New |
$437 - $552
|
20
$448
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20New |
$437 - $552
|
20
$448
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.21% |
$437 - $552
|
9.54K
$214K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 128.57% |
$393 - $497
|
32
$717
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
15New |
$327 - $414
|
15
$336
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
15+ 22.06% |
$327 - $414
|
83
$1.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
15+ 300.0% |
$327 - $414
|
20
$448
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
14+ 1.0% |
$306 - $387
|
1.42K
$31.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12+ 11.76% |
$262 - $331
|
114
$2.55K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10+ 17.24% |
$218 - $276
|
68
$1.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.97% |
$153 - $193
|
363
$8.13K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 46.67% |
$153 - $193
|
22
$493
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
4+ 400.0% |
$87.3 - $110
|
5
$112
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 1.49% |
$43.7 - $55.2
|
136
$3.05K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 2.82% |
$43.7 - $55.2
|
73
$1.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$43.7 - $55.2
|
2
$44.8
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.52% |
$43.7 - $55.2
|
390
$8.74K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.85% |
$21.8 - $27.6
|
119
$2.67K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 4.0% |
$21.8 - $27.6
|
26
$582
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 1.95% |
$218 - $276
|
502
$11.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-20- 0.09% |
$437 - $552
|
22.1K
$494K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-22- 0.03% |
$480 - $608
|
65.9K
$1.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-22- 10.95% |
$480 - $608
|
179
$4.01K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52- 16.56% |
$1.14K - $1.44K
|
262
$5.87K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-58- 8.81% |
$1.27K - $1.6K
|
600
$13.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-86- 0.44% |
$1.88K - $2.38K
|
19.5K
$436K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-98- 0.15% |
$2.14K - $2.71K
|
66.1K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-117- 2.09% |
$2.55K - $3.23K
|
5.47K
$123K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-122- 21.37% |
$2.66K - $3.37K
|
449
$10.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-149- 5.64% |
$3.25K - $4.12K
|
2.49K
$55.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-159- 13.65% |
$3.47K - $4.39K
|
1.01K
$22.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-163- 1.27% |
$3.56K - $4.5K
|
12.6K
$283K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-183- 11.0% |
$3.99K - $5.05K
|
1.48K
$33.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-187- 8.22% |
$4.08K - $5.16K
|
2.09K
$46.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-190Closed |
$4.15K - $5.25K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-196- 0.86% |
$4.28K - $5.41K
|
22.6K
$506K
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-201- 0.18% |
$4.39K - $5.55K
|
111K
$2.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-218- 3.17% |
$4.76K - $6.02K
|
6.65K
$149K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-227- 33.24% |
$4.96K - $6.27K
|
456
$10.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-233- 2.35% |
$5.09K - $6.44K
|
9.67K
$217K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-241- 1.18% |
$5.26K - $6.66K
|
20.2K
$454K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-252- 1.73% |
$5.5K - $6.96K
|
14.3K
$321K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-300- 60.0% |
$6.55K - $8.29K
|
200
$4.48K
|