Purchases and Sales Made in Q3 2022 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 2022. 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 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
626+ 16.6% |
$21.4K - $25.2K
|
4.4K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
405+ 1.04% |
$13.8K - $16.3K
|
39.5K
$1.58M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
262New |
$8.95K - $10.5K
|
262
$10.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
140+ 1.74% |
$4.78K - $5.63K
|
8.18K
$327K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 0.79% |
$547 - $644
|
2.05K
$81.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.57% |
$68.3 - $80.5
|
352
$14.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.14% |
$34.2 - $40.2
|
695
$27.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-110- 24.44% |
$3.76K - $4.43K
|
340
$13.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-554- 2.16% |
$18.9K - $22.3K
|
25.1K
$1M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-685- 12.7% |
$23.4K - $27.6K
|
4.71K
$188K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.43K- 23.71% |
$48.8K - $57.5K
|
4.6K
$184K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-3.4K- 18.92% |
$116K - $137K
|
14.6K
$583K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.59K- 1.01% |
$157K - $185K
|
450K
$18M
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-5.69KClosed |
$194K - $229K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14.8KClosed |
$507K - $597K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-25.9K- 12.36% |
$883K - $1.04M
|
183K
$7.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-33K- 57.59% |
$1.13M - $1.33M
|
24.3K
$972K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-33K- 57.59% |
$1.13M - $1.33M
|
24.3K
$972K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-59.1K- 4.29% |
$2.02M - $2.38M
|
1.32M
$52.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-59.2K- 80.88% |
$2.02M - $2.38M
|
14K
$560K
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-399K- 97.07% |
$13.6M - $16.1M
|
12K
$481K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.25M- 99.84% |
$42.7M - $50.3M
|
2K
$79.8K
|