Purchases and Sales Made in Q2 2023 in Franklin U.S. Low Volatility H (LVHD)

LVHD Quotes by TradingView

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 $146M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
273K
+ 31.32%
$9.65M - $10.3M
1.15M $46.2M
Aug 14, 2023 Q2 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
215K
+ 6.74%
$7.61M - $8.14M
3.41M $137M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
130K
+ 1877.22%
$4.6M - $4.91M
137K $5.52M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
102K
+ 68.37%
$3.59M - $3.84M
250K $10.1M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
85.8K
+ 135.48%
$3.03M - $3.24M
149K $6.01M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
43.6K
+ 51.55%
$1.54M - $1.65M
128K $5.17M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
31.4K
New
$1.11M - $1.19M
31.4K $1.27M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
21.6K
New
$765K - $818K
21.6K $873K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
20.1K
+ 8.36%
$709K - $758K
260K $10.5M
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
17.4K
New
$614K - $657K
17.4K $701K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
17.2K
+ 15.68%
$609K - $652K
127K $5.13M
Jul 26, 2023 Q2 2023
Hartford Financial Management Inc.

BUY
 -
14.9K
New
$528K - $565K
14.9K $602K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
14.6K
+ 152.91%
$518K - $553K
24.2K $977K
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
13.7K
New
$485K - $519K
13.7K $554K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
9.29K
+ 91.49%
$328K - $351K
19.4K $784K
Jan 15, 2025 Q2 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
8.73K
+ 154.2%
$308K - $330K
14.4K $580K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
8.11K
+ 21.17%
$286K - $306K
46.4K $1.87M
Jul 19, 2023 Q2 2023
Tap Consulting, LLC

BUY
 -
7.25K
+ 6.74%
$256K - $274K
115K $4.62M
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
7K
+ 41.02%
$247K - $265K
24.1K $970K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
6.85K
+ 14.27%
$242K - $259K
54.9K $2.21M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.32K
+ 18.1%
$223K - $239K
41.2K $1.66M
Aug 14, 2023 Q2 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
5.68K
New
$201K - $215K
5.68K $229K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
4.87K
+ 82.53%
$172K - $184K
10.8K $434K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
3.38K
+ 17.98%
$119K - $128K
22.2K $894K
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
2.95K
+ 8.47%
$104K - $111K
37.8K $1.52M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.38K
+ 19.8%
$83.9K - $89.8K
14.4K $579K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.06K
+ 546.54%
$72.6K - $77.7K
2.43K $98K
Aug 14, 2023 Q2 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
2K
+ 6.07%
$70.7K - $75.6K
34.9K $1.41M
Jul 18, 2023 Q2 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
1.81K
+ 21.81%
$63.8K - $68.2K
10.1K $407K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
1.72K
+ 8.54%
$60.7K - $65K
21.8K $881K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.49K
+ 5.07%
$52.5K - $56.2K
30.8K $1.24M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.47K
+ 38.18%
$51.9K - $55.6K
5.32K $215K
Jul 14, 2023 Q2 2023
Arden Trust CO

BUY
 -
1.19K
+ 1.02%
$41.9K - $44.8K
117K $4.72M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.1K
+ 958.26%
$38.9K - $41.6K
1.22K $49.1K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.06K
+ 1.67%
$37.4K - $39.9K
64.3K $2.59M
Jul 19, 2023 Q2 2023
Sovereign Investment Advisors, LLC

BUY
 -
1.05K
+ 0.76%
$37.1K - $39.7K
138K $5.58M
Jul 17, 2023 Q2 2023
Tennessee Valley Asset Management Partners

BUY
 -
875
+ 2.95%
$30.9K - $33.1K
30.5K $1.23M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
727
+ 0.61%
$25.7K - $27.5K
119K $4.81M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
724
+ 8.68%
$25.6K - $27.4K
9.06K $365K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
694
+ 2.51%
$24.5K - $26.2K
28.4K $1.14M
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
395
+ 0.87%
$14K - $14.9K
46K $1.86M
Aug 14, 2023 Q2 2023
Investors Research Corp

BUY
 -
323
+ 5.99%
$11.4K - $12.2K
5.72K $231K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
143
+ 0.11%
$5.05K - $5.4K
126K $5.09M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
133
+ 0.85%
$4.7K - $5.03K
15.8K $638K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
38
+ 0.42%
$1.34K - $1.44K
9.08K $366K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
16
+ 0.77%
$565 - $605
2.1K $84.6K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
6
+ 0.1%
$212 - $227
6.27K $253K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
2
+ 0.8%
$70.7 - $75.6
252 $10.2K

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