Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.1MNew |
$183M - $195M
|
5.1M
$199M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06MNew |
$38.1M - $40.5M
|
1.06M
$41.2M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.6KNew |
$1.86M - $1.98M
|
51.6K
$2.01M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$1.26M - $1.34M
|
35K
$1.36M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
25.8K+ 16.97% |
$929K - $987K
|
178K
$6.93M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25K+ 7.3% |
$900K - $957K
|
368K
$14.3M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 7.73% |
$738K - $784K
|
286K
$11.1M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
18.3KNew |
$659K - $700K
|
18.3K
$713K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
14.9K+ 1.47% |
$537K - $570K
|
1.03M
$40.2M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12KNew |
$430K - $457K
|
12K
$466K
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.4K+ 131.81% |
$411K - $436K
|
20.1K
$782K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
7.78K+ 5.39% |
$280K - $298K
|
152K
$5.92M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.84KNew |
$246K - $262K
|
6.84K
$267K
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
6.74K+ 2.66% |
$243K - $258K
|
260K
$10.1M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.67K+ 4.16% |
$168K - $178K
|
117K
$4.55M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.36K+ 11.93% |
$121K - $128K
|
31.5K
$1.23M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.88K+ 36.09% |
$104K - $110K
|
10.9K
$423K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.65K+ 0.48% |
$59.4K - $63.1K
|
348K
$13.6M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.38K+ 14.63% |
$49.6K - $52.7K
|
10.8K
$421K
|
|
Feb 07, 2022
Q3 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
859+ 0.66% |
$30.9K - $32.9K
|
131K
$5.11M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
705+ 1.5% |
$25.4K - $27K
|
47.9K
$1.86M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
695+ 1.54% |
$25K - $26.6K
|
45.8K
$1.79M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
495+ 6.02% |
$17.8K - $18.9K
|
8.72K
$340K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
361+ 0.94% |
$13K - $13.8K
|
39K
$1.52M
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
249New |
$8.96K - $9.52K
|
249
$9.7K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
95+ 4.73% |
$3.42K - $3.63K
|
2.1K
$81.9K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
85New |
$3.06K - $3.25K
|
85
$3.31K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
19New |
$684 - $727
|
19
$740
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18+ 0.43% |
$648 - $689
|
4.18K
$163K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 0.65% |
$468 - $497
|
2K
$77.9K
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 0.73% |
$216 - $230
|
825
$32.1K
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.88% |
$108 - $115
|
343
$13.4K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3- 0.01% |
$108 - $115
|
39.4K
$1.54M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-49Closed |
$1.76K - $1.87K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-87- 0.18% |
$3.13K - $3.33K
|
48.5K
$1.89M
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-96- 2.59% |
$3.46K - $3.67K
|
3.6K
$140K
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-101- 1.7% |
$3.63K - $3.86K
|
5.83K
$227K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-500- 6.13% |
$18K - $19.1K
|
7.65K
$298K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-552Closed |
$19.9K - $21.1K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.09K- 2.78% |
$39.1K - $41.6K
|
38K
$1.48M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.24K- 4.36% |
$44.6K - $47.4K
|
27.2K
$1.06M
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.4KClosed |
$86.4K - $91.8K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.79K- 1.98% |
$100K - $107K
|
138K
$5.39M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.39K- 0.96% |
$122K - $130K
|
349K
$13.6M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.3KClosed |
$155K - $164K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.51K- 12.62% |
$162K - $173K
|
31.3K
$1.22M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.51KClosed |
$198K - $211K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.88KClosed |
$212K - $225K
|
0
$0
|