Purchases and Sales Made in Q3 2022 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 6.31% |
$538 - $726
|
421
$8.31K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
22+ 0.82% |
$473 - $638
|
2.7K
$53.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
21New |
$452 - $609
|
21
$415
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 6.87% |
$430 - $580
|
311
$6.14K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
19+ 0.9% |
$409 - $551
|
2.12K
$41.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
15+ 0.06% |
$323 - $435
|
24.2K
$477K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
14+ 0.67% |
$301 - $406
|
2.09K
$41.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
14+ 9.66% |
$301 - $406
|
159
$3.14K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 1.21% |
$86.1 - $116
|
335
$6.61K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.03% |
$64.6 - $87.1
|
9.06K
$179K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.43% |
$21.5 - $29
|
71
$1.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$21.5 - $29
|
297
$5.86K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 3.23% |
$21.5 - $29
|
30
$592
|
|
|
Nov 09, 2022
Q3 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-2- -0.0% |
$43 - $58
|
85.3K
$1.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 1.28% |
$64.6 - $87.1
|
232
$4.58K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-4- 2.99% |
$86.1 - $116
|
130
$2.57K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-10- 5.65% |
$215 - $290
|
167
$3.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-16- 1.32% |
$344 - $464
|
1.2K
$23.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-17- 15.18% |
$366 - $493
|
95
$1.88K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-18- 21.43% |
$387 - $522
|
66
$1.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-30- 0.11% |
$646 - $871
|
26.6K
$526K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-31- 3.95% |
$667 - $900
|
754
$14.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-34- 1.34% |
$732 - $987
|
2.51K
$49.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-35- -0.0% |
$753 - $1.02K
|
705K
$13.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-42- 58.33% |
$904 - $1.22K
|
30
$592
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-44- 0.4% |
$947 - $1.28K
|
11K
$216K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-45- 9.47% |
$968 - $1.31K
|
430
$8.49K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-74- 0.55% |
$1.59K - $2.15K
|
13.3K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-79- 0.42% |
$1.7K - $2.29K
|
18.6K
$366K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-82Closed |
$1.76K - $2.38K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-90- 0.82% |
$1.94K - $2.61K
|
10.8K
$214K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-91- 1.71% |
$1.96K - $2.64K
|
5.24K
$103K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-100- 50.25% |
$2.15K - $2.9K
|
99
$1.95K
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-106- 0.14% |
$2.28K - $3.08K
|
75.4K
$1.49M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-106- 0.14% |
$2.28K - $3.08K
|
75.4K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-106- 0.14% |
$2.28K - $3.08K
|
75.4K
$1.49M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-126- 5.27% |
$2.71K - $3.66K
|
2.27K
$44.7K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-135- 0.57% |
$2.91K - $3.92K
|
23.5K
$464K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-207- 1.41% |
$4.45K - $6.01K
|
14.4K
$285K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
SELL
|
- |
-212- 28.12% |
$4.56K - $6.15K
|
542
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-274- 1.92% |
$5.9K - $7.95K
|
14K
$277K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-281- 4.38% |
$6.05K - $8.15K
|
6.14K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-300- 0.05% |
$6.46K - $8.71K
|
650K
$12.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-303- 10.06% |
$6.52K - $8.79K
|
2.71K
$53.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-343- 1.83% |
$7.38K - $9.95K
|
18.4K
$364K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-344- 0.75% |
$7.4K - $9.98K
|
45.5K
$898K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-369- 2.44% |
$7.94K - $10.7K
|
14.7K
$291K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-387- 0.8% |
$8.33K - $11.2K
|
47.9K
$945K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-391- 14.67% |
$8.41K - $11.3K
|
2.28K
$44.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-394- 86.78% |
$8.48K - $11.4K
|
60
$1.18K
|