Purchases and Sales Made in Q2 2024 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 2024. 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 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.4K+ 26.43% |
$1.93M - $2.05M
|
265K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.87K+ 3.24% |
$310K - $328K
|
283K
$11M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
7.41K+ 95.24% |
$259K - $274K
|
15.2K
$589K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.05KNew |
$141K - $150K
|
4.05K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.81K+ 16.52% |
$133K - $141K
|
26.9K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.31K+ 5.22% |
$116K - $122K
|
66.7K
$2.59M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.11KNew |
$109K - $115K
|
3.11K
$121K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.01KNew |
$105K - $111K
|
3.01K
$117K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.68KNew |
$93.5K - $99K
|
2.68K
$104K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.48K+ 38.74% |
$86.7K - $91.8K
|
8.9K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.44K+ 3.8% |
$50.3K - $53.3K
|
39.4K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.43K+ 5.27% |
$49.9K - $52.9K
|
28.6K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.39K+ 3.47% |
$48.6K - $51.5K
|
41.5K
$1.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.37K+ 10.02% |
$47.9K - $50.7K
|
15.1K
$585K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03K+ 2.8% |
$35.8K - $37.9K
|
37.7K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
396+ 0.86% |
$13.8K - $14.6K
|
46.6K
$1.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
362+ 0.74% |
$12.6K - $13.4K
|
49.3K
$1.91M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
162New |
$5.65K - $5.99K
|
162
$6.29K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
142New |
$4.95K - $5.25K
|
142
$5.51K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
66+ 0.88% |
$2.3K - $2.44K
|
7.6K
$295K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 21.85% |
$1.15K - $1.22K
|
184
$7.14K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 1.11% |
$837 - $887
|
2.19K
$84.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6New |
$209 - $222
|
6
$233
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.08% |
$174 - $185
|
6.02K
$234K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.15% |
$105 - $111
|
264
$10.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2- 1.21% |
$69.8 - $73.9
|
163
$6.32K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2- 0.08% |
$69.8 - $73.9
|
2.57K
$99.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-40- 1.04% |
$1.4K - $1.48K
|
3.81K
$148K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-85- 1.16% |
$2.97K - $3.14K
|
7.22K
$280K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-132- 4.28% |
$4.61K - $4.88K
|
2.95K
$115K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-141- 2.19% |
$4.92K - $5.21K
|
6.31K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 6.35% |
$6.98K - $7.39K
|
2.95K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-388- 1.83% |
$13.5K - $14.3K
|
20.9K
$809K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-415- 5.23% |
$14.5K - $15.3K
|
7.53K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-648- 3.59% |
$22.6K - $23.9K
|
17.4K
$675K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-724- 2.75% |
$25.3K - $26.8K
|
25.6K
$995K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-851- 23.31% |
$29.7K - $31.4K
|
2.8K
$109K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-967- 1.56% |
$33.7K - $35.7K
|
60.9K
$2.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.1K- 2.63% |
$38.2K - $40.5K
|
40.6K
$1.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.11KClosed |
$38.8K - $41.1K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 0.97% |
$48.1K - $51K
|
141K
$5.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.72K- 10.96% |
$60K - $63.6K
|
14K
$543K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-1.83K- 30.15% |
$63.8K - $67.6K
|
4.24K
$164K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.72K- 16.77% |
$94.9K - $101K
|
13.5K
$524K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.48K- 18.72% |
$121K - $128K
|
15.1K
$585K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.01K- 36.77% |
$140K - $148K
|
6.9K
$268K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.78K- 7.89% |
$167K - $177K
|
55.8K
$2.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.97K- 75.56% |
$173K - $184K
|
1.61K
$62.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.45K- 3.33% |
$190K - $201K
|
158K
$6.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.19K- 8.58% |
$216K - $229K
|
66K
$2.56M
|