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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
275+ 132.21% |
$5.7K - $7.61K
|
483
$10.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
259+ 0.79% |
$5.37K - $7.17K
|
33.2K
$744K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
256+ 853.33% |
$5.31K - $7.09K
|
286
$6.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
252+ 0.04% |
$5.23K - $6.98K
|
601K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
244+ 1.08% |
$5.06K - $6.75K
|
22.8K
$511K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
243New |
$5.04K - $6.73K
|
243
$5.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
204+ 14.89% |
$4.23K - $5.65K
|
1.57K
$35.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.27% |
$4.15K - $5.54K
|
73.3K
$1.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.1% |
$4.15K - $5.54K
|
18.4K
$412K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
169+ 51.06% |
$3.51K - $4.68K
|
500
$11.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
167+ 0.42% |
$3.46K - $4.62K
|
40.4K
$904K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
155+ 5.06% |
$3.21K - $4.29K
|
3.22K
$72.1K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
147+ 0.79% |
$3.05K - $4.07K
|
18.7K
$419K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
141+ 0.53% |
$2.92K - $3.9K
|
26.8K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
138+ 1.26% |
$2.86K - $3.82K
|
11.1K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
105New |
$2.18K - $2.91K
|
105
$2.35K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
105New |
$2.18K - $2.91K
|
105
$2.35K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
98+ 0.44% |
$2.03K - $2.71K
|
22.3K
$500K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
98+ 82.35% |
$2.03K - $2.71K
|
217
$4.86K
|
|
|
Jan 12, 2023
Q4 2022
|
Foundation Resource Management Inc
|
BUY
|
- |
82+ 0.02% |
$1.7K - $2.27K
|
535K
$12M
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
79+ 0.02% |
$1.64K - $2.19K
|
337K
$7.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
72+ 0.06% |
$1.49K - $1.99K
|
125K
$2.79M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
65+ 3.25% |
$1.35K - $1.8K
|
2.07K
$46.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
64New |
$1.33K - $1.77K
|
64
$1.43K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
63+ 1.2% |
$1.31K - $1.74K
|
5.3K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
61+ 2.26% |
$1.27K - $1.69K
|
2.76K
$61.9K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
58New |
$1.2K - $1.61K
|
58
$1.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
49+ 0.7% |
$1.02K - $1.36K
|
7.1K
$159K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
45+ 4.04% |
$933 - $1.25K
|
1.16K
$25.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45+ 5.24% |
$933 - $1.25K
|
904
$20.2K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$913 - $1.22K
|
44
$985
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
39+ 59.09% |
$809 - $1.08K
|
105
$2.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
38New |
$788 - $1.05K
|
38
$851
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36+ 0.24% |
$747 - $996
|
14.8K
$332K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
35New |
$726 - $969
|
35
$784
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 8.61% |
$705 - $941
|
429
$9.61K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32New |
$664 - $886
|
32
$716
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
29+ 18.24% |
$601 - $803
|
188
$4.21K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
26New |
$539 - $720
|
26
$582
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23New |
$477 - $637
|
23
$515
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
21+ 100.0% |
$436 - $581
|
42
$940
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
21+ 0.11% |
$436 - $581
|
18.8K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19+ 6.4% |
$394 - $526
|
316
$7.08K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
16+ 0.07% |
$332 - $443
|
24.2K
$542K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15New |
$311 - $415
|
15
$336
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14New |
$290 - $388
|
14
$313
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
11New |
$228 - $304
|
11
$246
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 16.07% |
$187 - $249
|
65
$1.46K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9+ 1.19% |
$187 - $249
|
763
$17.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
7+ 1.18% |
$145 - $194
|
598
$13.4K
|