Purchases and Sales Made in Q3 2021 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-7- 5.6% |
$200 - $234
|
118
$2.64K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 1.29% |
$257 - $301
|
690
$15.5K
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-21- 0.04% |
$600 - $702
|
55.9K
$1.25M
|
|
Oct 04, 2021
Q3 2021
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-25- 0.02% |
$715 - $836
|
154K
$3.45M
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-28- 2.07% |
$800 - $936
|
1.32K
$29.6K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 32.71% |
$1K - $1.17K
|
72
$1.61K
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-36- 0.52% |
$1.03K - $1.2K
|
6.85K
$153K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-37- 21.51% |
$1.06K - $1.24K
|
135
$3.02K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-43Closed |
$1.23K - $1.44K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 1.47% |
$1.34K - $1.57K
|
3.15K
$70.6K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-48- 0.31% |
$1.37K - $1.6K
|
15.5K
$348K
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-72- 31.58% |
$2.06K - $2.41K
|
156
$3.49K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-83- 0.87% |
$2.37K - $2.77K
|
9.49K
$213K
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-98- 0.57% |
$2.8K - $3.28K
|
17K
$382K
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-100- 1.16% |
$2.86K - $3.34K
|
8.5K
$190K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-101- 1.18% |
$2.89K - $3.38K
|
8.44K
$189K
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-109- 0.62% |
$3.12K - $3.64K
|
17.6K
$394K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-110Closed |
$3.14K - $3.68K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-116Closed |
$3.32K - $3.88K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-117Closed |
$3.34K - $3.91K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-144Closed |
$4.12K - $4.81K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-165Closed |
$4.72K - $5.51K
|
0
$0
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-165- 31.43% |
$4.72K - $5.51K
|
360
$8.06K
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-167- 0.44% |
$4.77K - $5.58K
|
37.9K
$849K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-182Closed |
$5.2K - $6.08K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-191Closed |
$5.46K - $6.38K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-200- 0.59% |
$5.72K - $6.68K
|
34K
$761K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-202Closed |
$5.77K - $6.75K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-220- 9.31% |
$6.29K - $7.35K
|
2.14K
$48K
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-300- 3.33% |
$8.57K - $10K
|
8.7K
$195K
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-339- 12.75% |
$9.69K - $11.3K
|
2.32K
$52K
|
|
Nov 18, 2021
Q3 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-355- 0.27% |
$10.1K - $11.9K
|
130K
$2.92M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-366- 3.9% |
$10.5K - $12.2K
|
9.01K
$202K
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.2% |
$11.4K - $13.4K
|
17.8K
$398K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-423- 4.27% |
$12.1K - $14.1K
|
9.48K
$212K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-424- 1.4% |
$12.1K - $14.2K
|
29.8K
$667K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-430Closed |
$12.3K - $14.4K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-485- 4.98% |
$13.9K - $16.2K
|
9.25K
$207K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-523- 2.4% |
$14.9K - $17.5K
|
21.3K
$476K
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-558Closed |
$15.9K - $18.6K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-613- 12.05% |
$17.5K - $20.5K
|
4.48K
$100K
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-615- 1.62% |
$17.6K - $20.6K
|
37.4K
$837K
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-631- 3.5% |
$18K - $21.1K
|
17.4K
$390K
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-637- 0.37% |
$18.2K - $21.3K
|
174K
$3.89M
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-638- 0.54% |
$18.2K - $21.3K
|
117K
$2.63M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-721- 8.93% |
$20.6K - $24.1K
|
7.35K
$165K
|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-764Closed |
$21.8K - $25.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-792- 0.92% |
$22.6K - $26.5K
|
84.9K
$1.9M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-884- 73.3% |
$25.3K - $29.5K
|
322
$7.21K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-900- 3.76% |
$25.7K - $30.1K
|
23K
$516K
|