Purchases and Sales Made in Q4 2022 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
12.7KNew |
$263K - $351K
|
12.7K
$284K
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
12.5KNew |
$260K - $347K
|
12.5K
$281K
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
BUY
|
- |
12K+ 24.4% |
$249K - $333K
|
61.3K
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.7KNew |
$243K - $324K
|
11.7K
$262K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.7K+ 36.05% |
$243K - $324K
|
44.2K
$990K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11.6KNew |
$241K - $322K
|
11.6K
$260K
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
11.6K+ 1.24% |
$241K - $321K
|
947K
$21.2M
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
11.4K+ 0.96% |
$236K - $315K
|
1.19M
$26.7M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
11.3KNew |
$235K - $313K
|
11.3K
$253K
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
11.3K+ 111.3% |
$234K - $313K
|
21.5K
$481K
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
11.3KNew |
$234K - $313K
|
11.3K
$253K
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
11.3KNew |
$234K - $312K
|
11.3K
$252K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 9.56% |
$230K - $307K
|
127K
$2.84M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.1KNew |
$230K - $306K
|
11.1K
$248K
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
11K+ 17.0% |
$229K - $305K
|
75.9K
$1.7M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
10.6KNew |
$219K - $292K
|
10.6K
$236K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 35.49% |
$217K - $290K
|
40K
$896K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10.3KNew |
$214K - $286K
|
10.3K
$231K
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
10.3KNew |
$214K - $286K
|
10.3K
$231K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.3KNew |
$213K - $285K
|
10.3K
$230K
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
10KNew |
$207K - $277K
|
10K
$224K
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
9.97K+ 92.04% |
$207K - $276K
|
20.8K
$466K
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
9.94K+ 26.66% |
$206K - $275K
|
47.2K
$1.06M
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
9.87KNew |
$205K - $273K
|
9.87K
$221K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.53KNew |
$198K - $264K
|
9.53K
$213K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.53KNew |
$198K - $264K
|
9.53K
$213K
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
9.5K+ 16.4% |
$197K - $263K
|
67.4K
$1.51M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.3K+ 2.07% |
$193K - $257K
|
459K
$10.3M
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.21KNew |
$191K - $255K
|
9.21K
$206K
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
9.18KNew |
$190K - $254K
|
9.18K
$205K
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
9.15KNew |
$190K - $253K
|
9.15K
$205K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9KNew |
$187K - $249K
|
9K
$202K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.99KNew |
$186K - $249K
|
8.99K
$201K
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
8.9KNew |
$185K - $246K
|
8.9K
$199K
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.8KNew |
$182K - $244K
|
8.8K
$197K
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
8.7KNew |
$180K - $241K
|
8.7K
$195K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.61KNew |
$179K - $238K
|
8.61K
$193K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.52KNew |
$177K - $236K
|
8.52K
$191K
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
8.45K+ 2.17% |
$175K - $234K
|
398K
$8.91M
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
8.36KNew |
$173K - $231K
|
8.36K
$187K
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.34KNew |
$173K - $231K
|
8.34K
$187K
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.27K+ 40.19% |
$172K - $229K
|
28.9K
$646K
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
8.12KNew |
$168K - $225K
|
8.12K
$182K
|
|
Feb 14, 2023
Q4 2022
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
8.1KNew |
$168K - $224K
|
8.1K
$181K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.09K+ 10.06% |
$168K - $224K
|
88.6K
$1.98M
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
BUY
|
- |
8KNew |
$166K - $222K
|
8K
$179K
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
7.78K+ 2.43% |
$161K - $215K
|
328K
$7.35M
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
7.75KNew |
$161K - $215K
|
7.75K
$174K
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.69KNew |
$159K - $213K
|
7.69K
$172K
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.55K+ 62.87% |
$157K - $209K
|
19.6K
$438K
|