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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
351+ 1404.0% |
$12.4K - $13.7K
|
376
$15K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
252New |
$8.92K - $9.84K
|
252
$10.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
250New |
$8.85K - $9.76K
|
250
$10K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
200+ 2.59% |
$7.08K - $7.81K
|
7.93K
$317K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150New |
$5.31K - $5.86K
|
150
$6K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
132+ 78.57% |
$4.67K - $5.15K
|
300
$12K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
110+ 1.34% |
$3.89K - $4.29K
|
8.34K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 2.67% |
$3.54K - $3.9K
|
3.85K
$154K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
74+ 0.9% |
$2.62K - $2.89K
|
8.28K
$331K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
47New |
$1.66K - $1.83K
|
47
$1.88K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
23+ 0.1% |
$814 - $898
|
22.1K
$884K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 0.87% |
$637 - $703
|
2.08K
$83.3K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 5.36% |
$425 - $468
|
236
$9.44K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1- 0.02% |
$35.4 - $39
|
5.7K
$228K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-91- 6.94% |
$3.22K - $3.55K
|
1.22K
$48.8K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-129- 0.82% |
$4.57K - $5.04K
|
15.7K
$627K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-324- 4.67% |
$11.5K - $12.6K
|
6.61K
$264K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-448- 1.49% |
$15.9K - $17.5K
|
29.7K
$1.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-707- 43.32% |
$25K - $27.6K
|
925
$37K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-741- 6.76% |
$26.2K - $28.9K
|
10.2K
$409K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.1K- 15.46% |
$38.8K - $42.8K
|
6K
$240K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.26K- 5.42% |
$44.7K - $49.3K
|
22.1K
$882K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.46K- 92.7% |
$51.7K - $57K
|
115
$4.6K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.52K- 1.26% |
$53.7K - $59.2K
|
119K
$4.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.64K- 0.52% |
$58K - $64K
|
314K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.23K- 15.69% |
$79K - $87.2K
|
12K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.64K- 8.26% |
$93.3K - $103K
|
29.3K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.72K- 0.52% |
$96.2K - $106K
|
524K
$20.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.86K- 1.3% |
$207K - $229K
|
446K
$17.8M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.96K- 38.35% |
$211K - $233K
|
9.58K
$383K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.69K- 35.86% |
$307K - $339K
|
15.5K
$621K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.58K- 10.09% |
$339K - $374K
|
85.3K
$3.41M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.58K- 10.09% |
$339K - $374K
|
85.3K
$3.41M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-12.2K- 21.93% |
$433K - $478K
|
43.6K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.3K- 72.92% |
$968K - $1.07M
|
10.2K
$406K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-33.5K- 20.99% |
$1.19M - $1.31M
|
126K
$5.04M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-36.3K- 2.85% |
$1.28M - $1.42M
|
1.24M
$49.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-62.8K- 35.14% |
$2.22M - $2.45M
|
116K
$4.64M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-69.1K- 12.78% |
$2.45M - $2.7M
|
471K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-142K- 8.17% |
$5.04M - $5.56M
|
1.6M
$64M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-168K- 81.82% |
$5.93M - $6.55M
|
37.3K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-736K- 98.79% |
$26M - $28.7M
|
9.04K
$361K
|