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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-2.28K- 2.11% |
$38.1K - $54.5K
|
106K
$2.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.45K- 14.54% |
$40.9K - $58.5K
|
14.4K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.87K- 2.1% |
$47.9K - $68.5K
|
134K
$3.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.88K- 13.53% |
$47.9K - $68.6K
|
18.4K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-3.02K- 18.56% |
$50.3K - $72.1K
|
13.3K
$307K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-3.1K- 21.38% |
$51.6K - $73.9K
|
11.4K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.12K- 3.52% |
$52K - $74.4K
|
85.6K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.28K- 10.68% |
$54.7K - $78.3K
|
27.5K
$635K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.34K- 13.9% |
$55.6K - $79.7K
|
20.7K
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-4.15K- 84.94% |
$69.1K - $98.9K
|
735
$17K
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4.25K- 60.56% |
$70.8K - $101K
|
2.77K
$64K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.48K- 27.62% |
$74.6K - $107K
|
11.7K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.9K- 62.64% |
$81.6K - $117K
|
2.92K
$67.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.39K- 3.0% |
$89.8K - $129K
|
175K
$4.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.4K- 20.4% |
$90K - $129K
|
21.1K
$488K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.66K- 24.0% |
$94.3K - $135K
|
17.9K
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.05K- 6.62% |
$117K - $168K
|
99.4K
$2.3M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-7.06K- 7.72% |
$118K - $168K
|
84.3K
$1.95M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-7.36K- 7.74% |
$123K - $175K
|
87.7K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-7.42K- 38.89% |
$124K - $177K
|
11.7K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-7.45K- 4.99% |
$124K - $178K
|
142K
$3.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-7.68K- 34.64% |
$128K - $183K
|
14.5K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.88K- 0.35% |
$131K - $188K
|
2.28M
$52.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.95K- 4.58% |
$132K - $190K
|
166K
$3.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.95K- 2.52% |
$132K - $190K
|
308K
$7.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.33K- 12.03% |
$139K - $199K
|
60.9K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-8.76K- 58.73% |
$146K - $209K
|
6.16K
$142K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.17K- 26.24% |
$153K - $219K
|
25.8K
$596K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-9.33K- 74.85% |
$155K - $222K
|
3.13K
$72.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-9.63K- 30.47% |
$160K - $230K
|
22K
$508K
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-9.85K- 17.97% |
$164K - $235K
|
45K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.86K- 45.78% |
$164K - $235K
|
11.7K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-10.3K- 28.27% |
$171K - $245K
|
26.1K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.1K- 4.17% |
$186K - $266K
|
256K
$5.92M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-11.3K- 3.6% |
$188K - $269K
|
302K
$6.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.6K- 42.41% |
$193K - $276K
|
15.7K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-12.1K- 14.75% |
$202K - $289K
|
70.1K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-12.7K- 15.96% |
$212K - $303K
|
67K
$1.55M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-13.3K- 15.92% |
$221K - $317K
|
70.2K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-13.6K- 22.86% |
$226K - $324K
|
45.8K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-13.7K- 31.39% |
$227K - $326K
|
29.8K
$690K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-14K- 6.75% |
$233K - $333K
|
193K
$4.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-14.3K- 0.95% |
$238K - $340K
|
1.49M
$34.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-14.7K- 12.64% |
$246K - $352K
|
102K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14.9K- 12.85% |
$247K - $354K
|
101K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 8.55% |
$251K - $359K
|
161K
$3.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-15.1K- 51.43% |
$251K - $359K
|
14.2K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-16.1K- 46.69% |
$268K - $383K
|
18.3K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-16.2K- 20.46% |
$269K - $385K
|
62.8K
$1.45M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-17.4K- 48.19% |
$289K - $414K
|
18.7K
$432K
|