Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
550K+ 17.89% |
$19.4M - $20.8M
|
3.62M
$141M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
273K+ 31.32% |
$9.65M - $10.3M
|
1.15M
$44.6M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
215K+ 6.74% |
$7.61M - $8.14M
|
3.41M
$133M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
130K+ 1877.22% |
$4.6M - $4.91M
|
137K
$5.34M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
102K+ 68.37% |
$3.59M - $3.84M
|
250K
$9.75M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85.8K+ 135.48% |
$3.03M - $3.24M
|
149K
$5.81M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.6K+ 51.55% |
$1.54M - $1.65M
|
128K
$4.99M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.4KNew |
$1.11M - $1.19M
|
31.4K
$1.22M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.6KNew |
$765K - $818K
|
21.6K
$843K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.1K+ 8.36% |
$709K - $758K
|
260K
$10.1M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.6KNew |
$659K - $705K
|
18.6K
$727K
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
17.4KNew |
$614K - $657K
|
17.4K
$677K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.2K+ 15.68% |
$609K - $652K
|
127K
$4.96M
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
14.9KNew |
$528K - $565K
|
14.9K
$582K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.6K+ 152.91% |
$518K - $553K
|
24.2K
$944K
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.7KNew |
$485K - $519K
|
13.7K
$535K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.29K+ 91.49% |
$328K - $351K
|
19.4K
$758K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.11K+ 21.17% |
$286K - $306K
|
46.4K
$1.81M
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
7.25K+ 6.74% |
$256K - $274K
|
115K
$4.47M
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7K+ 41.02% |
$247K - $265K
|
24.1K
$938K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
6.85K+ 14.27% |
$242K - $259K
|
54.9K
$2.14M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.32K+ 18.1% |
$223K - $239K
|
41.2K
$1.61M
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.68KNew |
$201K - $215K
|
5.68K
$221K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.87K+ 82.53% |
$172K - $184K
|
10.8K
$419K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.38K+ 17.98% |
$119K - $128K
|
22.2K
$864K
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.95K+ 8.47% |
$104K - $111K
|
37.8K
$1.47M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.38K+ 19.8% |
$83.9K - $89.8K
|
14.4K
$560K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.06K+ 546.54% |
$72.6K - $77.7K
|
2.43K
$94.7K
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2K+ 6.07% |
$70.7K - $75.6K
|
34.9K
$1.36M
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.81K+ 21.81% |
$63.8K - $68.2K
|
10.1K
$393K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.72K+ 8.54% |
$60.7K - $65K
|
21.8K
$851K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.49K+ 5.07% |
$52.5K - $56.2K
|
30.8K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.47K+ 38.18% |
$51.9K - $55.6K
|
5.32K
$207K
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
1.19K+ 1.02% |
$41.9K - $44.8K
|
117K
$4.56M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1K+ 958.26% |
$38.9K - $41.6K
|
1.22K
$47.4K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.06K+ 1.67% |
$37.4K - $39.9K
|
64.3K
$2.51M
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 0.76% |
$37.1K - $39.7K
|
138K
$5.39M
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
875+ 2.95% |
$30.9K - $33.1K
|
30.5K
$1.19M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
727+ 0.61% |
$25.7K - $27.5K
|
119K
$4.65M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
724+ 8.68% |
$25.6K - $27.4K
|
9.06K
$353K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
694+ 2.51% |
$24.5K - $26.2K
|
28.4K
$1.11M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
395+ 0.87% |
$14K - $14.9K
|
46K
$1.79M
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
323+ 5.99% |
$11.4K - $12.2K
|
5.72K
$223K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
143+ 0.11% |
$5.05K - $5.4K
|
126K
$4.92M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
133+ 0.85% |
$4.7K - $5.03K
|
15.8K
$617K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
38+ 0.42% |
$1.34K - $1.44K
|
9.08K
$354K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 0.77% |
$565 - $605
|
2.1K
$81.8K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6+ 0.1% |
$212 - $227
|
6.27K
$244K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.8% |
$70.7 - $75.6
|
252
$9.82K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-28- 5.96% |
$990 - $1.06K
|
442
$17.2K
|