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
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.03K+ 10.63% |
$23K - $31.2K
|
10.8K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
986+ 3.92% |
$21.9K - $29.8K
|
26.1K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
931+ 5.68% |
$20.7K - $28.1K
|
17.3K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
903+ 4.62% |
$20.1K - $27.3K
|
20.4K
$403K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
896+ 8.85% |
$19.9K - $27K
|
11K
$218K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
896+ 8.7% |
$19.9K - $27K
|
11.2K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
877+ 6.75% |
$19.5K - $26.5K
|
13.9K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
786+ 35.07% |
$17.5K - $23.7K
|
3.03K
$59.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
770+ 2.43% |
$17.1K - $23.2K
|
32.5K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
710+ 1.45% |
$15.8K - $21.4K
|
49.5K
$978K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
667+ 3.2% |
$14.8K - $20.1K
|
21.5K
$424K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
667+ 6.29% |
$14.8K - $20.1K
|
11.3K
$223K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
665+ 149.1% |
$14.8K - $20.1K
|
1.11K
$21.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
654+ 1.71% |
$14.5K - $19.7K
|
39K
$770K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
649+ 5.55% |
$14.4K - $19.6K
|
12.3K
$244K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
646+ 3.99% |
$14.4K - $19.5K
|
16.8K
$332K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
623+ 240.54% |
$13.9K - $18.8K
|
882
$17.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
585+ 6.59% |
$13K - $17.7K
|
9.47K
$187K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
585New |
$13K - $17.7K
|
585
$11.5K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
576+ 120.25% |
$12.8K - $17.4K
|
1.06K
$20.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
575New |
$12.8K - $17.4K
|
575
$11.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
508New |
$11.3K - $15.3K
|
508
$10K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$11.1K - $15.1K
|
500
$9.87K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
473New |
$10.5K - $14.3K
|
473
$9.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
452New |
$10.1K - $13.6K
|
452
$8.92K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
446+ 4.86% |
$9.92K - $13.5K
|
9.62K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
421+ 14.07% |
$9.36K - $12.7K
|
3.41K
$67.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
411+ 3.23% |
$9.14K - $12.4K
|
13.1K
$259K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
402New |
$8.94K - $12.1K
|
402
$7.94K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
371+ 0.1% |
$8.25K - $11.2K
|
367K
$7.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
371+ 2.59% |
$8.25K - $11.2K
|
14.7K
$290K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
360New |
$8.01K - $10.9K
|
360
$7.11K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
348+ 2.88% |
$7.74K - $10.5K
|
12.4K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
345+ 2.53% |
$7.67K - $10.4K
|
14K
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
330+ 9.26% |
$7.34K - $9.96K
|
3.89K
$76.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
308New |
$6.85K - $9.3K
|
308
$6.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.61% |
$6.67K - $9.05K
|
49.3K
$973K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
296+ 0.36% |
$6.58K - $8.93K
|
82.3K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
278New |
$6.18K - $8.39K
|
278
$5.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
253+ 5.67% |
$5.63K - $7.64K
|
4.72K
$93.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
248+ 12.38% |
$5.52K - $7.48K
|
2.25K
$44.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
236+ 2.22% |
$5.25K - $7.12K
|
10.9K
$215K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
203+ 15.31% |
$4.51K - $6.13K
|
1.53K
$30.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
183+ 3.25% |
$4.07K - $5.52K
|
5.82K
$115K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
180+ 14.6% |
$4K - $5.43K
|
1.41K
$27.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
165+ 0.23% |
$3.67K - $4.98K
|
70.9K
$1.4M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
158+ 34.5% |
$3.51K - $4.77K
|
616
$12.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
158+ 34.5% |
$3.51K - $4.77K
|
616
$12.2K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
153New |
$3.4K - $4.62K
|
153
$3.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
146+ 6.15% |
$3.25K - $4.41K
|
2.52K
$49.7K
|