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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
99+ 0.63% |
$1.92K - $2.25K
|
15.7K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
93New |
$1.8K - $2.12K
|
93
$1.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
93+ 36.61% |
$1.8K - $2.12K
|
347
$7.09K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
90New |
$1.74K - $2.05K
|
90
$1.84K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65+ 1.91% |
$1.26K - $1.48K
|
3.48K
$71K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
52New |
$1.01K - $1.18K
|
52
$1.06K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
44+ 63.77% |
$851 - $1K
|
113
$2.31K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
BUY
|
- |
31+ 0.16% |
$600 - $706
|
18.9K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.11% |
$581 - $683
|
26.5K
$541K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25New |
$484 - $569
|
25
$511
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
19New |
$368 - $432
|
19
$388
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
18New |
$348 - $410
|
18
$368
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
17+ 13.93% |
$329 - $387
|
139
$2.84K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15New |
$290 - $341
|
15
$306
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
13+ 0.01% |
$252 - $296
|
218K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$135 - $159
|
7
$143
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
6+ 4.96% |
$116 - $137
|
127
$2.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 4.17% |
$77.4 - $91
|
92
$1.88K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-8- 0.53% |
$155 - $182
|
1.5K
$30.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-10- 25.0% |
$194 - $228
|
30
$613
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-11- 20.0% |
$213 - $250
|
44
$899
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18- 0.3% |
$348 - $410
|
6K
$123K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-31- 0.29% |
$600 - $706
|
10.5K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-32- 86.49% |
$619 - $728
|
5
$102
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-33- 0.21% |
$639 - $751
|
16K
$327K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-93- 39.08% |
$1.8K - $2.12K
|
145
$2.96K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-125- 1.25% |
$2.42K - $2.85K
|
9.89K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-125- 86.21% |
$2.42K - $2.85K
|
20
$409
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-168- 60.65% |
$3.25K - $3.82K
|
109
$2.23K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-186- 9.55% |
$3.6K - $4.23K
|
1.76K
$36K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-188- 83.19% |
$3.64K - $4.28K
|
38
$776
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-262- 50.29% |
$5.07K - $5.96K
|
259
$5.29K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-269- 2.54% |
$5.21K - $6.12K
|
10.3K
$211K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-282- 79.89% |
$5.46K - $6.42K
|
71
$1.45K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-292- 1.36% |
$5.65K - $6.65K
|
21.2K
$433K
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-292- 0.27% |
$5.65K - $6.65K
|
108K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-315- 17.71% |
$6.1K - $7.17K
|
1.46K
$29.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-350- 2.3% |
$6.77K - $7.97K
|
14.9K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-392- 2.31% |
$7.59K - $8.92K
|
16.6K
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-451- 51.48% |
$8.73K - $10.3K
|
425
$8.68K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-452- 8.91% |
$8.75K - $10.3K
|
4.62K
$94.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-534- 3.56% |
$10.3K - $12.2K
|
14.5K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-549- 0.81% |
$10.6K - $12.5K
|
66.9K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-563- 19.24% |
$10.9K - $12.8K
|
2.36K
$48.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-587- 25.54% |
$11.4K - $13.4K
|
1.71K
$35K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-616- 3.34% |
$11.9K - $14K
|
17.9K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-697- 3.32% |
$13.5K - $15.9K
|
20.3K
$415K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-794- 3.3% |
$15.4K - $18.1K
|
23.3K
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 4.6% |
$15.5K - $18.2K
|
16.6K
$339K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-855- 0.4% |
$16.5K - $19.5K
|
213K
$4.36M
|