Purchases and Sales Made in Q1 2021 in Franklin U.S. Low Volatility H (LVHD)
This table provides information about the institutional ownership of Franklin U.S. Low Volatility H (LVHD) during Q1 2021. The information is specifically focused on institutions that hold shares of FRANKLIN U.S. LOW VOLATILITY H.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
BUY
|
- |
56.9K+ 8.57% |
N/A
|
721K
$25.6M
|
|
May 19, 2021
Q1 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
42.8KNew |
N/A
|
42.8K
$1.52M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.5K+ 6.52% |
N/A
|
270K
$9.6M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.1K+ 212.34% |
N/A
|
23.7K
$844K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
14.1K+ 3.81% |
N/A
|
385K
$13.7M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.2KNew |
N/A
|
8.2K
$291K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.03K+ 16.05% |
N/A
|
43.6K
$1.55M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.87KNew |
N/A
|
5.87K
$209K
|
|
Apr 30, 2021
Q1 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.85KNew |
N/A
|
5.85K
$208K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.3KNew |
N/A
|
4.3K
$153K
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
2.9K+ 16.81% |
N/A
|
20.2K
$716K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.73K+ 58.87% |
N/A
|
7.37K
$262K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.09K+ 1.09% |
N/A
|
194K
$6.9M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.53K+ 3.9% |
N/A
|
40.8K
$1.45M
|
|
Feb 07, 2022
Q1 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 0.81% |
N/A
|
129K
$4.6M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
684+ 20.75% |
N/A
|
3.98K
$141K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
610+ 73.41% |
N/A
|
1.44K
$51.2K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
471New |
N/A
|
471
$16.7K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
400New |
N/A
|
400
$14.2K
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
BUY
|
- |
338New |
N/A
|
338
$12K
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
205+ 5.77% |
N/A
|
3.76K
$133K
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
170New |
N/A
|
170
$6.04K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
110+ 0.24% |
N/A
|
46K
$1.64M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
94+ 2.32% |
N/A
|
4.14K
$147K
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 0.87% |
N/A
|
814
$28.9K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-88- 1.36% |
N/A
|
6.36K
$226K
|
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-264- 2.97% |
N/A
|
8.63K
$307K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-395Closed |
N/A
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-450Closed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-465- 1.61% |
N/A
|
28.4K
$1.01M
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
SELL
|
- |
-531- 8.06% |
N/A
|
6.06K
$215K
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-587- 1.46% |
N/A
|
39.5K
$1.4M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-705- 1.74% |
N/A
|
39.8K
$1.42M
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-823- 9.79% |
N/A
|
7.59K
$270K
|
|
May 04, 2021
Q1 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.18K- 29.45% |
N/A
|
2.83K
$100K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.19K- 17.51% |
N/A
|
5.61K
$199K
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.91K- 19.31% |
N/A
|
7.97K
$283K
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
SELL
|
- |
-2.59K- 1.04% |
N/A
|
247K
$8.79M
|
|
Apr 14, 2021
Q1 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.89K- 7.57% |
N/A
|
47.5K
$1.69M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.44K- 11.36% |
N/A
|
42.4K
$1.51M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.94K- 44.43% |
N/A
|
7.43K
$264K
|
|
Apr 28, 2021
Q1 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-7.07KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.13KClosed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-9.55KClosed |
N/A
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.1K- 9.35% |
N/A
|
146K
$5.21M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.2K- 6.55% |
N/A
|
331K
$11.8M
|