Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
353KNew |
$12.4M - $13.2M
|
353K
$13.7M
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
325KNew |
$11.4M - $12.1M
|
325K
$12.7M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
112KNew |
$3.93M - $4.19M
|
112K
$4.37M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.1K+ 47.96% |
$3.27M - $3.48M
|
287K
$11.2M
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
80.7K+ 8.62% |
$2.83M - $3.02M
|
1.02M
$39.6M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
27K+ 1871.96% |
$947K - $1.01M
|
28.4K
$1.11M
|
|
Jul 19, 2021
Q2 2021
|
Arden Trust CO
|
BUY
|
- |
24.9K+ 3.45% |
$874K - $932K
|
746K
$29.1M
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.4KNew |
$506K - $539K
|
14.4K
$562K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5K+ 3.48% |
$404K - $431K
|
343K
$13.3M
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.5KNew |
$369K - $393K
|
10.5K
$410K
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.66KNew |
$304K - $324K
|
8.66K
$337K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.98KNew |
$280K - $298K
|
7.98K
$311K
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
BUY
|
- |
6.24K+ 2.53% |
$219K - $233K
|
253K
$9.87M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.51KNew |
$193K - $206K
|
5.51K
$215K
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.11K+ 9.69% |
$144K - $154K
|
46.5K
$1.81M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.56K+ 60.52% |
$125K - $133K
|
9.43K
$367K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.85K+ 2.07% |
$100K - $107K
|
141K
$5.49M
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
2.57K+ 5.57% |
$90K - $95.9K
|
48.6K
$1.89M
|
|
Aug 16, 2021
Q2 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.4KNew |
$84.2K - $89.7K
|
2.4K
$93.5K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.55K+ 3.55% |
$54.2K - $57.8K
|
45.1K
$1.76M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
944New |
$33.1K - $35.3K
|
944
$36.8K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
889+ 10.11% |
$31.2K - $33.2K
|
9.68K
$377K
|
|
Feb 07, 2022
Q2 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
871+ 0.67% |
$30.6K - $32.6K
|
130K
$5.07M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
552New |
$19.4K - $20.6K
|
552
$21.5K
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
510+ 34.07% |
$17.9K - $19.1K
|
2.01K
$78.2K
|
|
Aug 17, 2021
Q2 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
83+ 1.42% |
$2.91K - $3.1K
|
5.93K
$231K
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
44New |
$1.54K - $1.64K
|
44
$1.71K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 1.48% |
$1.02K - $1.08K
|
1.99K
$77.4K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27+ 0.33% |
$947 - $1.01K
|
8.22K
$320K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17+ 0.41% |
$597 - $635
|
4.16K
$162K
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5+ 0.61% |
$175 - $187
|
819
$31.9K
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.59% |
$70.2 - $74.8
|
340
$13.2K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-55- 1.46% |
$1.93K - $2.06K
|
3.7K
$144K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-116- 1.82% |
$4.07K - $4.34K
|
6.25K
$243K
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-172Closed |
$6.04K - $6.43K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-203- 0.72% |
$7.12K - $7.59K
|
28.2K
$1.1M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-210Closed |
$7.37K - $7.85K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-302- 10.68% |
$10.6K - $11.3K
|
2.53K
$98.3K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-385- 0.81% |
$13.5K - $14.4K
|
47.1K
$1.84M
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-417- 1.06% |
$14.6K - $15.6K
|
39.1K
$1.52M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-471Closed |
$16.5K - $17.6K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-475- 5.51% |
$16.7K - $17.8K
|
8.15K
$317K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-872- 11.84% |
$30.6K - $32.6K
|
6.5K
$253K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1K- 13.18% |
$35.1K - $37.4K
|
6.59K
$257K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.23K- 3.09% |
$43.2K - $46K
|
38.6K
$1.5M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 3.45% |
$49.4K - $52.7K
|
39.4K
$1.54M
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.43KClosed |
$50.1K - $53.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.57K- 4.21% |
$55.1K - $58.7K
|
35.8K
$1.39M
|