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 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.24K- 60.8% |
$322K - $341K
|
5.96K
$232K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.31K- 8.7% |
$325K - $344K
|
97.6K
$3.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.4K- 10.93% |
$362K - $384K
|
84.7K
$3.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.9K- 14.23% |
$382K - $404K
|
66K
$2.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-13K- 0.67% |
$454K - $480K
|
1.92M
$74.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.9K- 3.79% |
$556K - $589K
|
405K
$15.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20K- 26.34% |
$696K - $737K
|
55.8K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.5K- 3.57% |
$715K - $757K
|
554K
$21.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.8K- 23.21% |
$726K - $769K
|
68.8K
$2.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.4K- 11.25% |
$885K - $937K
|
200K
$7.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.7K- 65.75% |
$932K - $987K
|
13.9K
$542K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.9K- 28.92% |
$1.01M - $1.07M
|
71.1K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-30.8K- 2.6% |
$1.08M - $1.14M
|
1.16M
$45M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35K- 53.35% |
$1.22M - $1.29M
|
30.6K
$1.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.3K- 3.49% |
$1.3M - $1.38M
|
1.03M
$40.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-43K- 85.85% |
$1.5M - $1.59M
|
7.09K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-44.5K- 69.91% |
$1.55M - $1.65M
|
19.2K
$747K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-64.2K- 80.96% |
$2.24M - $2.37M
|
15.1K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70K- 6.1% |
$2.44M - $2.59M
|
1.08M
$41.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70K- 6.1% |
$2.44M - $2.59M
|
1.08M
$41.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-105K- 79.76% |
$3.68M - $3.9M
|
26.8K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-128K- 32.17% |
$4.45M - $4.72M
|
269K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-223K- 88.63% |
$7.79M - $8.25M
|
28.7K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-574K- 80.73% |
$20M - $21.2M
|
137K
$5.33M
|