Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.87K- 6.54% |
$66.5K - $76.3K
|
26.8K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.92K- 1.4% |
$68K - $78.1K
|
135K
$5.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.05K- 3.1% |
$72.7K - $83.4K
|
63.9K
$2.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.59K- 6.15% |
$92K - $106K
|
39.5K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.58K- 7.53% |
$163K - $187K
|
56.3K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.64K- 1.64% |
$165K - $189K
|
278K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.09K- 33.75% |
$181K - $207K
|
10K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.39K- 12.98% |
$191K - $220K
|
36.2K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.68K- 11.16% |
$273K - $313K
|
61.2K
$2.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.69K- 29.98% |
$273K - $313K
|
18K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.07K- 1.99% |
$286K - $328K
|
397K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.9K- 1.46% |
$601K - $689K
|
1.14M
$45.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.3K- 1.79% |
$684K - $784K
|
1.06M
$42.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22.7K- 34.01% |
$805K - $924K
|
44K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.8K- 43.3% |
$1.09M - $1.25M
|
40.3K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.4K- 14.28% |
$1.36M - $1.57M
|
231K
$9.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.6K- 7.86% |
$1.55M - $1.78M
|
511K
$20.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.6K- 65.7% |
$1.97M - $2.27M
|
29K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-57.2K- 21.56% |
$2.03M - $2.33M
|
208K
$8.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-268K- 25.94% |
$9.49M - $10.9M
|
764K
$30.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-779K- 40.61% |
$27.6M - $31.7M
|
1.14M
$45.9M
|