Purchases and Sales Made in Q2 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
370K+ 480.3% |
$13.2M - $15.2M
|
447K
$17.3M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
177K+ 59.23% |
$6.33M - $7.28M
|
476K
$18.5M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
138K+ 956.54% |
$4.93M - $5.67M
|
152K
$5.91M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
119K+ 80.35% |
$4.24M - $4.88M
|
266K
$10.3M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
103K+ 29.48% |
$3.7M - $4.25M
|
454K
$17.6M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93.6K+ 21.65% |
$3.35M - $3.85M
|
526K
$20.4M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
92.5K+ 24.76% |
$3.31M - $3.8M
|
466K
$18.1M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
56.6K+ 44.01% |
$2.02M - $2.33M
|
185K
$7.18M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.2K+ 181.81% |
$1.98M - $2.27M
|
85.6K
$3.32M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
53.3KNew |
$1.91M - $2.19M
|
53.3K
$2.07M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.4K+ 2.99% |
$1.26M - $1.45M
|
1.22M
$47.3M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.4K+ 2.99% |
$1.26M - $1.45M
|
1.22M
$47.3M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.6K+ 27.65% |
$1.17M - $1.34M
|
151K
$5.85M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.9K+ 82.58% |
$927K - $1.07M
|
57.3K
$2.22M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
20.6K+ 1.67% |
$736K - $846K
|
1.25M
$48.5M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.7K+ 43.62% |
$633K - $728K
|
58.3K
$2.26M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.4KNew |
$550K - $633K
|
15.4K
$597K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.3K+ 6.84% |
$548K - $630K
|
239K
$9.28M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14K+ 1618.66% |
$500K - $574K
|
14.8K
$575K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6K+ 227.87% |
$488K - $561K
|
19.6K
$762K
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.04KNew |
$288K - $331K
|
8.04K
$312K
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
6.85K+ 2.56% |
$245K - $281K
|
274K
$10.6M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.65KNew |
$238K - $274K
|
6.65K
$258K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.57KNew |
$235K - $270K
|
6.57K
$255K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
5.45K+ 9.91% |
$195K - $224K
|
60.4K
$2.34M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.97K+ 14.63% |
$106K - $122K
|
23.3K
$904K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.07K+ 1.39% |
$73.9K - $85K
|
151K
$5.87M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.61K+ 4.29% |
$57.4K - $66K
|
39.1K
$1.52M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.46K+ 1269.57% |
$52.2K - $60K
|
1.58K
$61.1K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.4KNew |
$50.1K - $57.6K
|
1.4K
$54.3K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.35K+ 13.82% |
$48.2K - $55.4K
|
11.1K
$430K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.02K+ 0.74% |
$36.5K - $42K
|
139K
$5.39M
|
|
Aug 04, 2022
Q2 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
907+ 0.68% |
$32.4K - $37.3K
|
134K
$5.19M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
805+ 6.25% |
$28.8K - $33.1K
|
13.7K
$531K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
694New |
$24.8K - $28.5K
|
694
$26.9K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
689+ 13.12% |
$24.6K - $28.3K
|
5.94K
$230K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
525+ 7.53% |
$18.8K - $21.6K
|
7.5K
$291K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
390+ 11.53% |
$13.9K - $16K
|
3.77K
$146K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
388+ 6.88% |
$13.9K - $16K
|
6.03K
$234K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
345+ 1.36% |
$12.3K - $14.2K
|
25.6K
$995K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
334New |
$11.9K - $13.7K
|
334
$13K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43New |
$1.54K - $1.77K
|
43
$1.67K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
31+ 0.04% |
$1.11K - $1.27K
|
73.2K
$2.84M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
27+ 0.35% |
$966 - $1.11K
|
7.73K
$300K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 0.72% |
$215 - $247
|
842
$32.7K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.3% |
$215 - $247
|
2.03K
$78.8K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.86% |
$107 - $123
|
350
$13.6K
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3+ 0.05% |
$107 - $123
|
5.69K
$221K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3New |
$107 - $123
|
3
$116
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|