Purchases and Sales Made in Q1 2023 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 2023. 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 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.78M+ 957.62% |
$98.4M - $109M
|
3.07M
$123M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
1.09M+ 119.43% |
$38.6M - $42.5M
|
2M
$80M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
671KNew |
$23.8M - $26.2M
|
671K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
323K+ 11.24% |
$11.4M - $12.6M
|
3.19M
$128M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 9.26% |
$5.62M - $6.2M
|
1.87M
$74.9M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 17.83% |
$4.67M - $5.15M
|
872K
$34.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98.1K+ 60.94% |
$3.47M - $3.83M
|
259K
$10.4M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
89.2K+ 959.32% |
$3.16M - $3.48M
|
98.5K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
87.4K+ 386.58% |
$3.09M - $3.41M
|
110K
$4.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.1K+ 17.75% |
$1.77M - $1.96M
|
332K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.4K+ 3.88% |
$1.68M - $1.85M
|
1.27M
$50.7M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
42.3K+ 201.4% |
$1.5M - $1.65M
|
63.3K
$2.53M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.9KNew |
$1.24M - $1.36M
|
34.9K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.8K+ 5.82% |
$1.12M - $1.24M
|
577K
$23.1M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
31.7K+ 194.02% |
$1.12M - $1.24M
|
48K
$1.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.6K+ 18.82% |
$834K - $920K
|
149K
$5.94M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.1KNew |
$605K - $668K
|
17.1K
$684K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
16.9K+ 5.76% |
$599K - $661K
|
311K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.4K+ 7.36% |
$581K - $641K
|
240K
$9.59M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7K+ 34.86% |
$519K - $572K
|
56.7K
$2.27M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.4K+ 6.79% |
$437K - $483K
|
194K
$7.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
9.72K+ 132.33% |
$344K - $379K
|
17.1K
$682K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9.02K+ 37.69% |
$319K - $352K
|
32.9K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.82K+ 11.64% |
$312K - $344K
|
84.6K
$3.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
7.7K+ 20.31% |
$273K - $301K
|
45.6K
$1.82M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
7.5KNew |
$265K - $293K
|
7.5K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.3K+ 26.43% |
$258K - $285K
|
34.9K
$1.4M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.27KNew |
$222K - $245K
|
6.27K
$251K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.96K+ 62.22% |
$211K - $233K
|
15.5K
$621K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.9KNew |
$209K - $230K
|
5.9K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.73KNew |
$203K - $224K
|
5.73K
$229K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
4.91K+ 4.79% |
$174K - $192K
|
107K
$4.3M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.14K+ 12.12% |
$147K - $162K
|
38.3K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.49K+ 101.69% |
$124K - $136K
|
6.93K
$277K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.36K+ 71.23% |
$119K - $131K
|
8.07K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.62K+ 4.31% |
$92.5K - $102K
|
63.3K
$2.53M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.89K+ 5.72% |
$66.7K - $73.6K
|
34.8K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 16.9% |
$65.2K - $71.9K
|
12.7K
$509K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.78K+ 11.08% |
$63.1K - $69.6K
|
17.9K
$714K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.43K+ 8.21% |
$50.5K - $55.7K
|
18.8K
$751K
|
|
|
May 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 0.89% |
$42.9K - $47.3K
|
137K
$5.49M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.21K+ 4.55% |
$42.6K - $47K
|
27.7K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11KNew |
$39.4K - $43.5K
|
1.11K
$44.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
580New |
$20.5K - $22.6K
|
580
$23.2K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
542+ 11.17% |
$19.2K - $21.2K
|
5.39K
$216K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
500+ 28.64% |
$17.7K - $19.5K
|
2.25K
$89.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
470New |
$16.6K - $18.3K
|
470
$18.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
470+ 6.72% |
$16.6K - $18.3K
|
7.47K
$298K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
365New |
$12.9K - $14.2K
|
365
$14.6K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
363+ 1.84% |
$12.8K - $14.2K
|
20.1K
$805K
|