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
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 0.73% |
$124 - $166
|
827
$18.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6New |
$124 - $166
|
6
$134
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 0.24% |
$104 - $138
|
2.1K
$46.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4+ 0.03% |
$83 - $111
|
11.6K
$259K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 1.19% |
$83 - $111
|
339
$7.59K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$20.7 - $27.7
|
168
$3.76K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 0.18% |
$41.5 - $55.4
|
1.14K
$25.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-7- 7.45% |
$145 - $194
|
87
$1.95K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10- 16.67% |
$207 - $277
|
50
$1.12K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-25- 19.23% |
$519 - $692
|
105
$2.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-34- 58.62% |
$705 - $941
|
24
$537
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60- 9.15% |
$1.24K - $1.66K
|
596
$13.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-69- 0.71% |
$1.43K - $1.91K
|
9.59K
$215K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-72- 2.87% |
$1.49K - $1.99K
|
2.44K
$54.6K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-92- 21.85% |
$1.91K - $2.55K
|
329
$7.37K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-100- 43.1% |
$2.07K - $2.77K
|
132
$2.96K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-120- 60.0% |
$2.49K - $3.32K
|
80
$1.79K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-133- 0.73% |
$2.76K - $3.68K
|
18.2K
$407K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-149- 34.65% |
$3.09K - $4.12K
|
281
$6.29K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-150- 0.7% |
$3.11K - $4.15K
|
21.3K
$477K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-150- 0.45% |
$3.11K - $4.15K
|
33.4K
$749K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-156- 0.67% |
$3.24K - $4.32K
|
23.1K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-167- 0.06% |
$3.46K - $4.62K
|
281K
$6.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-178- 0.76% |
$3.69K - $4.93K
|
23.3K
$521K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-200- 3.39% |
$4.15K - $5.54K
|
5.7K
$128K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-205- 11.88% |
$4.25K - $5.67K
|
1.52K
$34K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-211- 1.27% |
$4.38K - $5.84K
|
16.4K
$368K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-211- 1.27% |
$4.38K - $5.84K
|
16.4K
$368K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-229- 10.78% |
$4.75K - $6.34K
|
1.9K
$42.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-233- 74.92% |
$4.83K - $6.45K
|
78
$1.75K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-250- 2.22% |
$5.19K - $6.92K
|
11K
$247K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-254- 0.58% |
$5.27K - $7.03K
|
43.8K
$981K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-280- 50.91% |
$5.81K - $7.75K
|
270
$6.05K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-291- 3.63% |
$6.04K - $8.05K
|
7.73K
$173K
|
|
|
Jan 30, 2023
Q4 2022
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-318- 0.27% |
$6.6K - $8.8K
|
117K
$2.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-329- 85.01% |
$6.82K - $9.11K
|
58
$1.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-389- 3.91% |
$8.07K - $10.8K
|
9.56K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-400- 0.14% |
$8.3K - $11.1K
|
289K
$6.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-400- 1.23% |
$8.3K - $11.1K
|
32.2K
$721K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-417- 2.16% |
$8.65K - $11.5K
|
18.9K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-422- 38.47% |
$8.75K - $11.7K
|
675
$15.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-425- 0.96% |
$8.81K - $11.8K
|
44K
$985K
|
|
|
Jan 03, 2023
Q4 2022
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-440- 0.29% |
$9.13K - $12.2K
|
151K
$3.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-500- 18.46% |
$10.4K - $13.8K
|
2.21K
$49.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-515- 5.42% |
$10.7K - $14.3K
|
8.99K
$201K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-585- 6.17% |
$12.1K - $16.2K
|
8.9K
$199K
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
SELL
|
- |
-633- 1.6% |
$13.1K - $17.5K
|
38.8K
$869K
|
|
|
Feb 14, 2023
Q4 2022
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-644- 0.04% |
$13.4K - $17.8K
|
1.76M
$39.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-668- 4.63% |
$13.9K - $18.5K
|
13.8K
$308K
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 4.9% |
$14.5K - $19.4K
|
13.6K
$304K
|