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 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-158- 0.34% |
$2.63K - $3.77K
|
46.5K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-175- 0.52% |
$2.92K - $4.17K
|
33.6K
$776K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-192- 48.0% |
$3.2K - $4.58K
|
208
$4.81K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-213- 1.37% |
$3.55K - $5.08K
|
15.3K
$354K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-225- 27.14% |
$3.75K - $5.37K
|
604
$14K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-244- 45.78% |
$4.07K - $5.82K
|
289
$6.68K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-250- 1.37% |
$4.17K - $5.96K
|
18K
$417K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-274- 1.67% |
$4.56K - $6.53K
|
16.1K
$372K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-284- 44.87% |
$4.73K - $6.77K
|
349
$8.07K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.8% |
$5K - $7.16K
|
16.4K
$379K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-307- 60.43% |
$5.11K - $7.32K
|
201
$4.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-342- 2.06% |
$5.7K - $8.16K
|
16.2K
$376K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-377- 1.37% |
$6.28K - $8.99K
|
27.1K
$626K
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-405- 0.75% |
$6.75K - $9.66K
|
53.5K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-427- 1.64% |
$7.11K - $10.2K
|
25.5K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-440- 51.34% |
$7.33K - $10.5K
|
417
$9.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-448- 0.55% |
$7.46K - $10.7K
|
81.7K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-451- 13.1% |
$7.51K - $10.8K
|
2.99K
$69.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-454- 17.44% |
$7.56K - $10.8K
|
2.15K
$49.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-479- 29.23% |
$7.98K - $11.4K
|
1.16K
$26.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-490- 1.36% |
$8.16K - $11.7K
|
35.6K
$822K
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-510- 0.59% |
$8.5K - $12.2K
|
86.5K
$2M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-596- 4.36% |
$9.93K - $14.2K
|
13.1K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-626- 1.29% |
$10.4K - $14.9K
|
47.8K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-723- 85.06% |
$12K - $17.2K
|
127
$2.94K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-728- 6.1% |
$12.1K - $17.4K
|
11.2K
$259K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-758- 3.81% |
$12.6K - $18.1K
|
19.2K
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-819- 58.84% |
$13.6K - $19.5K
|
573
$13.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-877- 8.31% |
$14.6K - $20.9K
|
9.67K
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-911- 0.67% |
$15.2K - $21.7K
|
136K
$3.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-964- 52.71% |
$16.1K - $23K
|
865
$20K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-964- 0.42% |
$16.1K - $23K
|
227K
$5.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.22K- 11.74% |
$20.3K - $29K
|
9.15K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.29K- 12.18% |
$21.5K - $30.7K
|
9.29K
$215K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.3K- 6.15% |
$21.6K - $31K
|
19.8K
$459K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.35K- 18.42% |
$22.5K - $32.2K
|
5.99K
$139K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.4K- 0.51% |
$23.2K - $33.3K
|
270K
$6.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.41K- 23.74% |
$23.5K - $33.6K
|
4.53K
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.46K- 0.71% |
$24.4K - $34.9K
|
204K
$4.71M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.5K- 4.13% |
$25K - $35.8K
|
34.8K
$806K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.52K- 6.06% |
$25.4K - $36.3K
|
23.6K
$547K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.53K- 11.85% |
$25.4K - $36.4K
|
11.4K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.54K- 1.92% |
$25.7K - $36.8K
|
79K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.56K- 1.26% |
$25.9K - $37.1K
|
122K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.8K- 1.19% |
$30K - $42.9K
|
149K
$3.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.81K- 1.07% |
$30.1K - $43.1K
|
168K
$3.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2K- 88.89% |
$33.3K - $47.7K
|
250
$5.78K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-2K- 11.88% |
$33.3K - $47.7K
|
14.8K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.04K- 5.12% |
$34K - $48.7K
|
37.8K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-2.13K- 67.76% |
$35.4K - $50.7K
|
1.01K
$23.4K
|