Purchases and Sales Made in Q2 2025 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q2 2025. 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 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
23+ 52.27% |
$383 - $549
|
67
$1.55K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
21New |
$350 - $501
|
21
$486
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 153.85% |
$333 - $477
|
33
$763
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16+ 38.1% |
$267 - $382
|
58
$1.34K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
14+ 155.56% |
$233 - $334
|
23
$532
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.21% |
$233 - $334
|
6.76K
$156K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12New |
$200 - $286
|
12
$278
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
12New |
$200 - $286
|
12
$278
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10New |
$167 - $239
|
10
$231
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8New |
$133 - $191
|
8
$185
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7New |
$117 - $167
|
7
$162
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 85.71% |
$100 - $143
|
13
$301
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 600.0% |
$100 - $143
|
7
$162
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 1.85% |
$33.3 - $47.7
|
110
$2.54K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.74% |
$33.3 - $47.7
|
117
$2.71K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 1.92% |
$16.7 - $23.9
|
53
$1.23K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$16.7 - $23.9
|
1
$23.1
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.41% |
$16.7 - $23.9
|
72
$1.67K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-2- 22.22% |
$33.3 - $47.7
|
7
$162
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-5- 41.67% |
$83.3 - $119
|
7
$162
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 0.24% |
$117 - $167
|
2.85K
$66K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-10- 12.82% |
$167 - $239
|
68
$1.57K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-14- 0.12% |
$233 - $334
|
11.4K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-16- 61.54% |
$267 - $382
|
10
$231
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-29- 0.76% |
$483 - $692
|
3.77K
$87.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-31- 46.27% |
$516 - $739
|
36
$833
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-40- 56.34% |
$666 - $954
|
31
$717
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-41- 0.19% |
$683 - $978
|
22.1K
$511K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-42- 25.0% |
$700 - $1K
|
126
$2.91K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-63- 0.11% |
$1.05K - $1.5K
|
59.8K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-65- 6.56% |
$1.08K - $1.55K
|
926
$21.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-75- 0.27% |
$1.25K - $1.79K
|
27.8K
$644K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-79- 12.23% |
$1.32K - $1.88K
|
567
$13.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-79- 0.12% |
$1.32K - $1.88K
|
66.5K
$1.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-80- 68.97% |
$1.33K - $1.91K
|
36
$833
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-80- 0.75% |
$1.33K - $1.91K
|
10.6K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-90- 5.98% |
$1.5K - $2.15K
|
1.42K
$32.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-94- 5.64% |
$1.57K - $2.24K
|
1.57K
$36.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-106- 50.0% |
$1.77K - $2.53K
|
106
$2.45K
|
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-114- 0.14% |
$1.9K - $2.72K
|
80K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-116- 33.62% |
$1.93K - $2.77K
|
229
$5.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-121- 52.61% |
$2.02K - $2.89K
|
109
$2.52K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-124- 0.61% |
$2.07K - $2.96K
|
20.3K
$469K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-125- 0.77% |
$2.08K - $2.98K
|
16K
$371K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-130- 60.47% |
$2.17K - $3.1K
|
85
$1.97K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-134- 0.03% |
$2.23K - $3.2K
|
449K
$10.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-146- 0.13% |
$2.43K - $3.48K
|
116K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-150- 34.88% |
$2.5K - $3.58K
|
280
$6.48K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-154- 44.51% |
$2.57K - $3.67K
|
192
$4.44K
|