Purchases and Sales Made in Q4 2023 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q4 2023. 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 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
12.3K+ 3.85% |
$273K - $371K
|
332K
$6.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$256K - $348K
|
11.5K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$251K - $341K
|
11.3K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11K+ 50.42% |
$246K - $333K
|
32.9K
$650K
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
10.6K+ 45.24% |
$237K - $321K
|
34.2K
$674K
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$224K - $303K
|
10.1K
$198K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
9.98KNew |
$222K - $301K
|
9.98K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.97KNew |
$222K - $301K
|
9.97K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
9.87K+ 33.93% |
$220K - $298K
|
39K
$769K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
9.48K+ 45138.1% |
$211K - $286K
|
9.5K
$188K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
9.4K+ 12.69% |
$209K - $284K
|
83.4K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
9.32KNew |
$207K - $281K
|
9.32K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
9.25K+ 104.06% |
$206K - $279K
|
18.1K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.11KNew |
$203K - $275K
|
9.11K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
8.9K+ 105.71% |
$198K - $269K
|
17.3K
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.87K+ 34.79% |
$197K - $268K
|
34.4K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
8.72KNew |
$194K - $263K
|
8.72K
$172K
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
8.67KNew |
$193K - $262K
|
8.67K
$171K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
8.56KNew |
$190K - $258K
|
8.56K
$169K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.39K+ 33.1% |
$187K - $253K
|
33.7K
$666K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.29KNew |
$184K - $250K
|
8.29K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
8.25K+ 52.49% |
$184K - $249K
|
24K
$473K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.17KNew |
$182K - $246K
|
8.17K
$161K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.16KNew |
$182K - $246K
|
8.16K
$161K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.15K+ 1.71% |
$181K - $246K
|
484K
$9.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.14KNew |
$181K - $246K
|
8.14K
$161K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.09KNew |
$180K - $244K
|
8.09K
$160K
|
|
|
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
BUY
|
- |
8.04KNew |
$179K - $243K
|
8.04K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.58KNew |
$169K - $229K
|
7.58K
$150K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.52KNew |
$167K - $227K
|
7.52K
$148K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7.38KNew |
$164K - $223K
|
7.38K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.25K+ 522.26% |
$161K - $219K
|
8.64K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
7.23K+ 26.57% |
$161K - $218K
|
34.5K
$680K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.15KNew |
$159K - $216K
|
7.15K
$141K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.12KNew |
$158K - $215K
|
7.12K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.11KNew |
$158K - $215K
|
7.11K
$140K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
7.05KNew |
$157K - $213K
|
7.05K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
7K+ 26.65% |
$156K - $211K
|
33.3K
$657K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
6.95KNew |
$155K - $210K
|
6.95K
$137K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
6.9KNew |
$153K - $208K
|
6.9K
$136K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.81KNew |
$151K - $206K
|
6.81K
$134K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.81KNew |
$151K - $206K
|
6.81K
$134K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
6.77KNew |
$150K - $204K
|
6.77K
$134K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.7K+ 44.82% |
$149K - $202K
|
21.6K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
6.3K+ 5.99% |
$140K - $190K
|
111K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.78K+ 3.51% |
$128K - $174K
|
170K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.31KNew |
$118K - $160K
|
5.31K
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
5.3K+ 198.17% |
$118K - $160K
|
7.98K
$157K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.23K+ 105.02% |
$116K - $158K
|
10.2K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
5.02K+ 4.55% |
$112K - $151K
|
115K
$2.28M
|