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 |
N/A
|
353K
$12.5M
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
325KNew |
N/A
|
325K
$11.6M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
112KNew |
N/A
|
112K
$3.99M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.1K+ 47.96% |
N/A
|
287K
$10.2M
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
80.7K+ 8.62% |
N/A
|
1.02M
$36.1M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
27K+ 1871.96% |
N/A
|
28.4K
$1.01M
|
|
Jul 19, 2021
Q2 2021
|
Arden Trust CO
|
BUY
|
- |
24.9K+ 3.45% |
N/A
|
746K
$26.5M
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$513K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5K+ 3.48% |
N/A
|
343K
$12.2M
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$374K
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.66KNew |
N/A
|
8.66K
$308K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.98KNew |
N/A
|
7.98K
$284K
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
BUY
|
- |
6.24K+ 2.53% |
N/A
|
253K
$9.01M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.51KNew |
N/A
|
5.51K
$196K
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.11K+ 9.69% |
N/A
|
46.5K
$1.65M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.56K+ 60.52% |
N/A
|
9.43K
$335K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.85K+ 2.07% |
N/A
|
141K
$5.01M
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
2.57K+ 5.57% |
N/A
|
48.6K
$1.73M
|
|
Aug 16, 2021
Q2 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.4KNew |
N/A
|
2.4K
$85.3K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.55K+ 3.55% |
N/A
|
45.1K
$1.6M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
944New |
N/A
|
944
$33.6K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
889+ 10.11% |
N/A
|
9.68K
$344K
|
|
Feb 07, 2022
Q2 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
871+ 0.67% |
N/A
|
130K
$4.63M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
552New |
N/A
|
552
$19.6K
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
510+ 34.07% |
N/A
|
2.01K
$71.3K
|
|
Aug 17, 2021
Q2 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
83+ 1.42% |
N/A
|
5.93K
$211K
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
44New |
N/A
|
44
$1.56K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 1.48% |
N/A
|
1.99K
$70.6K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27+ 0.33% |
N/A
|
8.22K
$292K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17+ 0.41% |
N/A
|
4.16K
$148K
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5+ 0.61% |
N/A
|
819
$29.1K
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.59% |
N/A
|
340
$12.1K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-55- 1.46% |
N/A
|
3.7K
$132K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-116- 1.82% |
N/A
|
6.25K
$222K
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-172Closed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-203- 0.72% |
N/A
|
28.2K
$1M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-210Closed |
N/A
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-302- 10.68% |
N/A
|
2.53K
$89.8K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-385- 0.81% |
N/A
|
47.1K
$1.68M
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-417- 1.06% |
N/A
|
39.1K
$1.39M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-471Closed |
N/A
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-475- 5.51% |
N/A
|
8.15K
$290K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-872- 11.84% |
N/A
|
6.5K
$231K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1K- 13.18% |
N/A
|
6.59K
$234K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.23K- 3.09% |
N/A
|
38.6K
$1.37M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 3.45% |
N/A
|
39.4K
$1.4M
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.43KClosed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.57K- 4.21% |
N/A
|
35.8K
$1.27M
|