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 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.73K+ 36.43% |
$105K - $143K
|
17.7K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.72K+ 14.28% |
$105K - $142K
|
37.7K
$750K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
4.55K+ 7.95% |
$101K - $137K
|
61.7K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.99KNew |
$88.8K - $120K
|
3.99K
$79.3K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.61KNew |
$80.3K - $109K
|
3.61K
$71.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.5KNew |
$77.8K - $106K
|
3.5K
$69.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.21K+ 22.52% |
$71.3K - $96.7K
|
17.4K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
2.94K+ 3.95% |
$65.5K - $88.8K
|
77.4K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.85K+ 4.25% |
$63.4K - $86K
|
69.9K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.78K+ 2.13% |
$61.7K - $83.8K
|
133K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.6K+ 123.71% |
$57.8K - $78.4K
|
4.7K
$93.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.53K+ 3.47% |
$56.3K - $76.4K
|
75.5K
$1.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.49K+ 15.46% |
$55.4K - $75.1K
|
18.6K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.42K+ 29.99% |
$53.7K - $72.9K
|
10.5K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.35K+ 7.68% |
$52.4K - $71K
|
33K
$656K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.34K+ 0.81% |
$52K - $70.6K
|
291K
$5.77M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.32K+ 5.36% |
$51.7K - $70.1K
|
45.7K
$907K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.22KNew |
$49.5K - $67.1K
|
2.22K
$44.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.18K+ 18.39% |
$48.4K - $65.7K
|
14K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.11K+ 18.49% |
$46.9K - $63.6K
|
13.5K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.11K+ 0.21% |
$46.8K - $63.5K
|
983K
$19.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
BUY
|
- |
2.09K+ 1.35% |
$46.4K - $63K
|
157K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.07K+ 1.02% |
$46K - $62.4K
|
205K
$4.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.06K+ 17.11% |
$45.8K - $62.1K
|
14.1K
$280K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2KNew |
$44.5K - $60.4K
|
2K
$39.7K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.96K+ 16.21% |
$43.5K - $59K
|
14K
$279K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.94K+ 8.05% |
$43.1K - $58.5K
|
26K
$517K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.85K+ 17.19% |
$41.1K - $55.7K
|
12.6K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 0.22% |
$40.6K - $55.1K
|
838K
$16.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.7KNew |
$37.8K - $51.3K
|
1.7K
$33.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.64KNew |
$36.5K - $49.5K
|
1.64K
$32.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.64K+ 1.43% |
$36.4K - $49.4K
|
116K
$2.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.63KNew |
$36.2K - $49.2K
|
1.63K
$32.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 20.84% |
$35.5K - $48.1K
|
9.24K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.52K+ 3.4% |
$33.8K - $45.8K
|
46.1K
$916K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
1.52K+ 6.65% |
$33.7K - $45.7K
|
24.3K
$483K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.5KNew |
$33.4K - $45.3K
|
1.5K
$29.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.48K+ 18.18% |
$32.8K - $44.6K
|
9.6K
$191K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.46K+ 7.31% |
$32.5K - $44.1K
|
21.4K
$426K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.39K+ 15.25% |
$30.9K - $42K
|
10.5K
$209K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
1.32K+ 1.3% |
$29.3K - $39.8K
|
103K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.28K+ 7.07% |
$28.4K - $38.6K
|
19.3K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.25K+ 0.97% |
$27.9K - $37.8K
|
130K
$2.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.18KNew |
$26.1K - $35.5K
|
1.18K
$23.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.16K+ 2.19% |
$25.9K - $35.1K
|
54.3K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.14K+ 15.87% |
$25.4K - $34.5K
|
8.35K
$166K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.1K+ 4.67% |
$24.5K - $33.2K
|
24.6K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.1K+ 12.47% |
$24.4K - $33.1K
|
9.88K
$196K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
1.09K+ 2170.0% |
$24.1K - $32.7K
|
1.14K
$22.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.04KNew |
$23.1K - $31.4K
|
1.04K
$20.6K
|