Purchases and Sales Made in Q4 2024 in Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN) during Q4 2024. 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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.23K+ 8.75% |
$101K - $119K
|
65K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4.56K+ 1401.54% |
$88.1K - $104K
|
4.88K
$99.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.14K+ 6.59% |
$80.2K - $94.3K
|
67K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.86K+ 11.9% |
$74.7K - $87.9K
|
36.3K
$742K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.75K+ 32.19% |
$72.6K - $85.4K
|
15.4K
$315K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.75K+ 59.48% |
$72.5K - $85.3K
|
10K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.67K+ 10.89% |
$71K - $83.5K
|
37.4K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.06K+ 8.55% |
$59.2K - $69.6K
|
38.9K
$794K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.86K+ 82.71% |
$55.2K - $65K
|
6.31K
$129K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.73K+ 15.35% |
$52.9K - $62.2K
|
20.5K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.72K+ 16.87% |
$52.6K - $61.9K
|
18.8K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.61K+ 15.28% |
$50.4K - $59.3K
|
19.7K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.78K+ 13.13% |
$34.5K - $40.6K
|
15.4K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.72K+ 9.48% |
$33.2K - $39.1K
|
19.8K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.66K+ 561.15% |
$32.1K - $37.8K
|
1.96K
$40K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.62K+ 2.77% |
$31.3K - $36.8K
|
59.8K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.45K+ 13.38% |
$28.1K - $33K
|
12.3K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.44K+ 12.87% |
$27.8K - $32.7K
|
12.6K
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 64.08% |
$22.2K - $26.1K
|
2.94K
$60K
|
|
|
Feb 10, 2025
Q4 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
1.14K+ 1.97% |
$22.1K - $25.9K
|
59K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.03KNew |
$19.9K - $23.4K
|
1.03K
$21K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1K+ 1.11% |
$19.4K - $22.8K
|
91.1K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
920New |
$17.8K - $20.9K
|
920
$18.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
725+ 10.61% |
$14K - $16.5K
|
7.56K
$154K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
722+ 2.17% |
$14K - $16.4K
|
33.9K
$693K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
721+ 183.93% |
$14K - $16.4K
|
1.11K
$22.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
651+ 0.79% |
$12.6K - $14.8K
|
83.5K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
646+ 5.02% |
$12.5K - $14.7K
|
13.5K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
609+ 29.45% |
$11.8K - $13.9K
|
2.68K
$54.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
594New |
$11.5K - $13.5K
|
594
$12.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
591+ 3.66% |
$11.4K - $13.5K
|
16.7K
$342K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
550+ 2200.0% |
$10.6K - $12.5K
|
575
$11.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
505+ 44.45% |
$9.77K - $11.5K
|
1.64K
$33.5K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
475+ 4.36% |
$9.19K - $10.8K
|
11.4K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
393New |
$7.6K - $8.94K
|
393
$8.03K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
354+ 26.46% |
$6.85K - $8.06K
|
1.69K
$34.6K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
350+ 3500.0% |
$6.77K - $7.97K
|
360
$7.35K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
341+ 5.84% |
$6.6K - $7.76K
|
6.18K
$126K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
340+ 1.75% |
$6.58K - $7.74K
|
19.8K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
318+ 305.77% |
$6.15K - $7.24K
|
422
$8.62K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
292New |
$5.65K - $6.65K
|
292
$5.97K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
281New |
$5.44K - $6.4K
|
281
$5.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
259+ 28.84% |
$5.01K - $5.89K
|
1.16K
$23.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
247New |
$4.78K - $5.62K
|
247
$5.05K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
230+ 0.66% |
$4.45K - $5.23K
|
35.2K
$720K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
207+ 123.21% |
$4.01K - $4.71K
|
375
$7.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
206+ 1373.33% |
$3.99K - $4.69K
|
221
$4.52K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
197+ 37.1% |
$3.81K - $4.48K
|
728
$14.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
132+ 4.57% |
$2.55K - $3K
|
3.02K
$61.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
117+ 1.06% |
$2.26K - $2.66K
|
11.1K
$228K
|