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
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
93+ 36.61% |
$1.8K - $2.12K
|
347
$6.77K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
93New |
$1.8K - $2.12K
|
93
$1.82K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
90New |
$1.74K - $2.05K
|
90
$1.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
72+ 5.61% |
$1.39K - $1.64K
|
1.36K
$26.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
69+ 0.59% |
$1.34K - $1.57K
|
11.7K
$228K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65+ 1.91% |
$1.26K - $1.48K
|
3.48K
$67.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
52New |
$1.01K - $1.18K
|
52
$1.02K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
44+ 63.77% |
$851 - $1K
|
113
$2.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
34+ 0.81% |
$658 - $774
|
4.22K
$82.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
BUY
|
- |
31+ 0.16% |
$600 - $706
|
18.9K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.11% |
$581 - $683
|
26.5K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
30+ 0.31% |
$581 - $683
|
9.81K
$191K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25New |
$484 - $569
|
25
$488
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
21New |
$406 - $478
|
21
$410
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
19New |
$368 - $432
|
19
$371
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
18New |
$348 - $410
|
18
$351
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
17+ 13.93% |
$329 - $387
|
139
$2.71K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
17+ 21.52% |
$329 - $387
|
96
$1.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
16+ 0.61% |
$310 - $364
|
2.62K
$51.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16+ 61.54% |
$310 - $364
|
42
$820
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15New |
$290 - $341
|
15
$293
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
15New |
$290 - $341
|
15
$293
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
13+ 0.01% |
$252 - $296
|
218K
$4.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
11+ 0.03% |
$213 - $250
|
43K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$194 - $228
|
10
$195
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8New |
$155 - $182
|
8
$156
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$135 - $159
|
7
$137
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
6+ 4.96% |
$116 - $137
|
127
$2.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5+ 0.04% |
$96.8 - $114
|
12.6K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 0.19% |
$96.8 - $114
|
2.64K
$51.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3New |
$58.1 - $68.3
|
3
$58.6
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 4.17% |
$77.4 - $91
|
92
$1.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-8- 0.53% |
$155 - $182
|
1.5K
$29.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-10- 25.0% |
$194 - $228
|
30
$586
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-11- 20.0% |
$213 - $250
|
44
$859
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18- 0.3% |
$348 - $410
|
6K
$117K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-31- 0.29% |
$600 - $706
|
10.5K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-32- 86.49% |
$619 - $728
|
5
$97.6
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-33- 0.21% |
$639 - $751
|
16K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-77- 71.96% |
$1.49K - $1.75K
|
30
$586
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-87- 24.37% |
$1.68K - $1.98K
|
270
$5.27K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-93- 39.08% |
$1.8K - $2.12K
|
145
$2.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-107- 39.63% |
$2.07K - $2.44K
|
163
$3.18K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-125- 86.21% |
$2.42K - $2.85K
|
20
$390
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-125- 1.25% |
$2.42K - $2.85K
|
9.89K
$193K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-162- 31.4% |
$3.13K - $3.69K
|
354
$6.91K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-168- 60.65% |
$3.25K - $3.82K
|
109
$2.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-170- 1.53% |
$3.29K - $3.87K
|
10.9K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-186- 9.55% |
$3.6K - $4.23K
|
1.76K
$34.4K
|