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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-54- 0.95% |
$1.91K - $2.04K
|
5.65K
$220K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-195- 2.6% |
$6.89K - $7.37K
|
7.31K
$285K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-344- 37.19% |
$12.2K - $13K
|
581
$22.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-400- 2.95% |
$14.1K - $15.1K
|
13.2K
$513K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-592- 2.68% |
$20.9K - $22.4K
|
21.5K
$838K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-649- 9.81% |
$22.9K - $24.5K
|
5.97K
$232K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-950- 50.94% |
$33.6K - $35.9K
|
915
$35.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.2K- 11.71% |
$42.3K - $45.3K
|
9.03K
$352K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.27K- 16.06% |
$45K - $48.1K
|
6.66K
$259K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.52K- 20.29% |
$53.5K - $57.3K
|
5.95K
$232K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.36K- 41.6% |
$119K - $127K
|
4.71K
$183K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.54K- 3.6% |
$125K - $134K
|
95K
$3.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.44K- 20.1% |
$157K - $168K
|
17.6K
$687K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.7K- 36.89% |
$166K - $178K
|
8.04K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.73K- 27.87% |
$344K - $368K
|
25.2K
$981K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-10.1K- 27.09% |
$357K - $381K
|
27.2K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.3K- 65.91% |
$398K - $426K
|
5.83K
$227K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-11.7K- 65.62% |
$414K - $443K
|
6.14K
$239K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.4K- 23.57% |
$473K - $505K
|
43.4K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.2K- 8.87% |
$609K - $651K
|
177K
$6.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-23.6K- 3.52% |
$834K - $892K
|
648K
$25.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-25.9K- 2.09% |
$915K - $979K
|
1.21M
$47.2M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-36.5K- 83.67% |
$1.29M - $1.38M
|
7.11K
$277K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-47.7K- 9.1% |
$1.68M - $1.8M
|
476K
$18.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-51.1K- 19.73% |
$1.81M - $1.93M
|
208K
$8.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-58.3K- 18.76% |
$2.06M - $2.2M
|
252K
$9.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-60.1K- 18.08% |
$2.12M - $2.27M
|
272K
$10.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-61.1K- 10.59% |
$2.16M - $2.31M
|
516K
$20.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-61.5K- 3.07% |
$2.17M - $2.33M
|
1.94M
$75.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-70.3K- 14.92% |
$2.49M - $2.66M
|
401K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.3K- 3.86% |
$2.56M - $2.73M
|
1.8M
$70.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-164K- 36.71% |
$5.78M - $6.19M
|
282K
$11M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-175K- 55.81% |
$6.2M - $6.62M
|
139K
$5.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-527K- 41.56% |
$18.6M - $19.9M
|
741K
$28.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.6M- 99.95% |
$56.5M - $60.4M
|
857
$33.4K
|