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 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
166+ 2.36% |
$4.8K - $6.25K
|
7.21K
$159K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
154+ 1.82% |
$4.45K - $5.8K
|
8.6K
$190K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
150New |
$4.33K - $5.65K
|
150
$3.32K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
150+ 1.3% |
$4.33K - $5.65K
|
11.7K
$257K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
147+ 63.64% |
$4.25K - $5.54K
|
378
$8.35K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
145+ 1.18% |
$4.19K - $5.46K
|
12.4K
$274K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
133+ 2.07% |
$3.84K - $5.01K
|
6.55K
$145K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
131New |
$3.78K - $4.94K
|
131
$2.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
131New |
$3.78K - $4.94K
|
131
$2.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
125New |
$3.61K - $4.71K
|
125
$2.76K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
118+ 19.31% |
$3.41K - $4.45K
|
729
$16.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.19% |
$2.89K - $3.77K
|
52.4K
$1.16M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.57% |
$2.89K - $3.77K
|
17.6K
$389K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
97+ 71.85% |
$2.8K - $3.65K
|
232
$5.13K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
96New |
$2.77K - $3.62K
|
96
$2.12K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
95New |
$2.74K - $3.58K
|
95
$2.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
86+ 12.46% |
$2.48K - $3.24K
|
776
$17.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
83+ 296.43% |
$2.4K - $3.13K
|
111
$2.45K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
77+ 46.39% |
$2.22K - $2.9K
|
243
$5.37K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
76+ 33.93% |
$2.2K - $2.86K
|
300
$6.63K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
70+ 0.95% |
$2.02K - $2.64K
|
7.42K
$164K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64+ 0.52% |
$1.85K - $2.41K
|
12.5K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
63+ 0.72% |
$1.82K - $2.37K
|
8.76K
$194K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
62+ 0.21% |
$1.79K - $2.34K
|
29.8K
$659K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
59New |
$1.7K - $2.22K
|
59
$1.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
58New |
$1.68K - $2.19K
|
58
$1.28K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
56New |
$1.62K - $2.11K
|
56
$1.24K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
50New |
$1.44K - $1.88K
|
50
$1.11K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
49+ 0.53% |
$1.42K - $1.85K
|
9.29K
$205K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
48New |
$1.39K - $1.81K
|
48
$1.06K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45New |
$1.3K - $1.7K
|
45
$995
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
28+ 0.35% |
$809 - $1.06K
|
8.05K
$178K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
27+ 4.33% |
$780 - $1.02K
|
650
$14.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24+ 0.09% |
$693 - $904
|
26.1K
$578K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
23New |
$664 - $867
|
23
$508
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 0.83% |
$664 - $867
|
2.79K
$61.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21+ 0.26% |
$607 - $791
|
8.1K
$179K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
17+ 0.71% |
$491 - $641
|
2.41K
$53.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16New |
$462 - $603
|
16
$354
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 2.48% |
$231 - $301
|
330
$7.29K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
6New |
$173 - $226
|
6
$133
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5New |
$144 - $188
|
5
$111
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$144 - $188
|
5
$111
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.93% |
$86.7 - $113
|
325
$7.18K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.84% |
$57.8 - $75.4
|
240
$5.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$28.9 - $37.7
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 2.78% |
$28.9 - $37.7
|
35
$774
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.23% |
$86.7 - $113
|
1.32K
$29.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4- 0.62% |
$116 - $151
|
641
$14.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6- 0.34% |
$173 - $226
|
1.76K
$38.8K
|