Purchases and Sales Made in Q4 2021 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2022
Q4 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
4.1K+ 3.07% |
$118K - $154K
|
137K
$3.08M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.06K+ 1.13% |
$117K - $153K
|
362K
$8.11M
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.05K+ 21.1% |
$117K - $153K
|
23.2K
$520K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.78KNew |
$109K - $142K
|
3.78K
$84.5K
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.66K+ 0.6% |
$106K - $138K
|
610K
$13.6M
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
3.48K+ 5.11% |
$100K - $131K
|
71.5K
$1.6M
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.36KNew |
$97.1K - $127K
|
3.36K
$75.2K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.15K+ 0.45% |
$91.1K - $119K
|
703K
$15.7M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.1K+ 51.61% |
$89.6K - $117K
|
9.11K
$204K
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
3.08K+ 24.75% |
$89K - $116K
|
15.5K
$348K
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.02K+ 19.2% |
$87.3K - $114K
|
18.8K
$420K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
3K+ 89.96% |
$86.7K - $113K
|
6.34K
$142K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.89KNew |
$83.5K - $109K
|
2.89K
$64.7K
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.88K+ 2.73% |
$83.2K - $109K
|
109K
$2.43M
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.79K+ 32.3% |
$80.7K - $105K
|
11.4K
$256K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.71K+ 3.86% |
$78.4K - $102K
|
73K
$1.64M
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.65K+ 23.82% |
$76.4K - $99.7K
|
13.8K
$308K
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.6KNew |
$75K - $97.8K
|
2.6K
$58.1K
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.43KNew |
$70.3K - $91.7K
|
2.43K
$54.5K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.42K+ 3.54% |
$69.8K - $91K
|
70.6K
$1.58M
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.38K+ 1.68% |
$68.6K - $89.5K
|
144K
$3.22M
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.23K+ 179.24% |
$64.4K - $84K
|
3.47K
$77.7K
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$63.6K - $82.9K
|
2.2K
$49.3K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
2.18KNew |
$63K - $82.1K
|
2.18K
$48.8K
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.11K+ 24.17% |
$61K - $79.6K
|
10.9K
$243K
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.07K+ 28.87% |
$59.8K - $78K
|
9.24K
$207K
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.06K+ 74.93% |
$59.5K - $77.6K
|
4.81K
$108K
|
|
Feb 15, 2022
Q4 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.06K+ 1.24% |
$59.4K - $77.5K
|
168K
$3.76M
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.05K+ 5.15% |
$59.3K - $77.3K
|
41.9K
$938K
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
2.01K+ 6.75% |
$58.1K - $75.7K
|
31.8K
$712K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.93K+ 5.03% |
$55.8K - $72.8K
|
40.3K
$902K
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.93K+ 15.88% |
$55.6K - $72.6K
|
14.1K
$315K
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.92K+ 1.83% |
$55.4K - $72.2K
|
107K
$2.39M
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.76K+ 8.52% |
$50.9K - $66.4K
|
22.5K
$503K
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
1.73K+ 0.95% |
$49.9K - $65.1K
|
183K
$4.1M
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.72K+ 5.06% |
$49.5K - $64.6K
|
35.6K
$797K
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
1.6K+ 17.78% |
$46.2K - $60.3K
|
10.6K
$237K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.59K+ 20.3% |
$45.9K - $59.9K
|
9.42K
$211K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 17.1% |
$44.5K - $58.1K
|
10.6K
$236K
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.54K+ 2.91% |
$44.5K - $58.1K
|
54.4K
$1.22M
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.44K+ 19.6% |
$41.5K - $54.1K
|
8.77K
$196K
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.31K+ 2.58% |
$38K - $49.5K
|
52.2K
$1.17M
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.28K+ 15.57% |
$37K - $48.2K
|
9.5K
$213K
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$35.3K - $46K
|
1.22K
$27.4K
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.2K+ 9.2% |
$34.7K - $45.2K
|
14.3K
$319K
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.1KNew |
$31.8K - $41.4K
|
1.1K
$24.6K
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.09K+ 1.02% |
$31.6K - $41.2K
|
109K
$2.43M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09K+ 0.38% |
$31.4K - $41K
|
287K
$6.43M
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1K+ 9.95% |
$28.9K - $37.7K
|
11K
$247K
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
975+ 28.93% |
$28.2K - $36.7K
|
4.35K
$97.3K
|