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 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-55- 0.61% |
$1.22K - $1.66K
|
8.92K
$176K
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-77- 0.72% |
$1.71K - $2.32K
|
10.7K
$210K
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-113- 96.58% |
$2.51K - $3.41K
|
4
$79
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-117- 27.92% |
$2.6K - $3.53K
|
302
$5.96K
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-123- 0.56% |
$2.74K - $3.71K
|
21.8K
$430K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-135- 31.03% |
$3K - $4.07K
|
300
$5.92K
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-155- 1.15% |
$3.45K - $4.68K
|
13.3K
$263K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-173- 20.43% |
$3.85K - $5.22K
|
674
$13.3K
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-182- 1.78% |
$4.05K - $5.49K
|
10K
$198K
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-222- 0.69% |
$4.94K - $6.7K
|
32.2K
$635K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-234- 1.87% |
$5.2K - $7.06K
|
12.3K
$242K
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-245- 0.8% |
$5.45K - $7.39K
|
30.2K
$596K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-265- 88.33% |
$5.89K - $8K
|
35
$691
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-270- 2.04% |
$6K - $8.15K
|
12.9K
$256K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-293- 2.49% |
$6.52K - $8.84K
|
11.5K
$226K
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-297- 2.0% |
$6.61K - $8.96K
|
14.5K
$287K
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-300- 1.55% |
$6.67K - $9.05K
|
19.1K
$376K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-314- 34.58% |
$6.98K - $9.48K
|
594
$11.7K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-315- 20.3% |
$7.01K - $9.51K
|
1.24K
$24.4K
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-317- 26.98% |
$7.05K - $9.57K
|
858
$16.9K
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-334- 0.67% |
$7.43K - $10.1K
|
49.4K
$975K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-342- 34.9% |
$7.61K - $10.3K
|
638
$12.6K
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-345- 1.51% |
$7.67K - $10.4K
|
22.6K
$445K
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-386- 2.0% |
$8.58K - $11.6K
|
18.9K
$374K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-440- 0.7% |
$9.79K - $13.3K
|
62.3K
$1.23M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-476- 19.02% |
$10.6K - $14.4K
|
2.03K
$40K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-493- 2.06% |
$11K - $14.9K
|
23.4K
$462K
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-500- 5.87% |
$11.1K - $15.1K
|
8.01K
$158K
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-503- 0.13% |
$11.2K - $15.2K
|
377K
$7.45M
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-505- 0.22% |
$11.2K - $15.2K
|
234K
$4.62M
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-586- 1.29% |
$13K - $17.7K
|
44.7K
$883K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 3.41% |
$13.3K - $18.1K
|
17K
$336K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-600- 3.49% |
$13.3K - $18.1K
|
16.6K
$328K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-649- 28.92% |
$14.4K - $19.6K
|
1.6K
$31.5K
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-678- 0.28% |
$15.1K - $20.5K
|
245K
$4.83M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-700- 4.84% |
$15.6K - $21.1K
|
13.8K
$272K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-745- 6.93% |
$16.6K - $22.5K
|
10K
$198K
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-774- 7.58% |
$17.2K - $23.4K
|
9.44K
$186K
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-832- 2.43% |
$18.5K - $25.1K
|
33.4K
$660K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-860- 5.25% |
$19.1K - $26K
|
15.5K
$307K
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-940- 0.84% |
$20.9K - $28.4K
|
111K
$2.19M
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-983- 11.49% |
$21.9K - $29.7K
|
7.57K
$149K
|
|
Feb 13, 2024
Q4 2023
|
Factorial Partners, LLC
|
SELL
|
- |
-1K- 4.55% |
$22.2K - $30.2K
|
21K
$415K
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1K- 3.15% |
$22.3K - $30.3K
|
30.9K
$609K
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.02K- 4.02% |
$22.7K - $30.8K
|
24.4K
$481K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.04KClosed |
$23.2K - $31.5K
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.07K- 0.9% |
$23.8K - $32.2K
|
118K
$2.33M
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.09K- 83.5% |
$24.2K - $32.8K
|
215
$4.24K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.11K- 4.3% |
$24.6K - $33.4K
|
24.7K
$487K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.12K- 1.55% |
$24.9K - $33.8K
|
71.4K
$1.41M
|