Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
182K+ 17.63% |
$6.58M - $7.28M
|
1.21M
$47.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.2KNew |
$1.49M - $1.65M
|
41.2K
$1.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.9KNew |
$1.45M - $1.6M
|
39.9K
$1.56M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.9K+ 8.95% |
$1.19M - $1.32M
|
401K
$15.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.1K+ 2.56% |
$982K - $1.09M
|
1.09M
$42.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.76K+ 3.42% |
$354K - $391K
|
296K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.79KNew |
$246K - $272K
|
6.79K
$265K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.75KNew |
$208K - $230K
|
5.75K
$224K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.61K+ 17.81% |
$203K - $225K
|
37.1K
$1.45M
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
5.34KNew |
$193K - $214K
|
5.34K
$208K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.5K+ 9.4% |
$163K - $180K
|
52.4K
$2.04M
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.42K+ 23.54% |
$160K - $177K
|
23.2K
$904K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
4.15K+ 2.33% |
$150K - $166K
|
182K
$7.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.87K+ 113.66% |
$104K - $115K
|
5.4K
$210K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
2.2K+ 0.85% |
$79.6K - $88K
|
262K
$10.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.11K+ 1.52% |
$76.2K - $84.3K
|
140K
$5.47M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.07K+ 30.29% |
$75K - $83K
|
8.91K
$347K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.29K+ 3.28% |
$46.8K - $51.8K
|
40.7K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.26K+ 11.62% |
$45.5K - $50.3K
|
12.1K
$470K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.02K+ 5.55% |
$36.8K - $40.7K
|
19.3K
$753K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
998+ 9.2% |
$36.1K - $40K
|
11.9K
$462K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
920+ 2.36% |
$33.3K - $36.8K
|
39.9K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
912New |
$33K - $36.5K
|
912
$35.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
800+ 0.61% |
$29K - $32K
|
132K
$5.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
731+ 1.92% |
$26.5K - $29.3K
|
38.7K
$1.51M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
640+ 30.45% |
$23.2K - $25.6K
|
2.74K
$107K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
550New |
$19.9K - $22K
|
550
$21.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$18.1K - $20K
|
500
$19.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
361New |
$13.1K - $14.5K
|
361
$14.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
221+ 2.53% |
$8K - $8.85K
|
8.94K
$348K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
192+ 3.08% |
$6.95K - $7.69K
|
6.42K
$250K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
36New |
$1.3K - $1.44K
|
36
$1.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.6% |
$435 - $480
|
2.01K
$78.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5+ 0.61% |
$181 - $200
|
830
$32.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.58% |
$72.4 - $80.1
|
345
$13.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-19Closed |
$688 - $761
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-141- 2.42% |
$5.11K - $5.65K
|
5.69K
$222K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 3.85% |
$5.43K - $6.01K
|
3.75K
$146K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-170Closed |
$6.16K - $6.81K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-180- 2.88% |
$6.52K - $7.21K
|
6.07K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-200- 3.04% |
$7.24K - $8.01K
|
6.39K
$249K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-249Closed |
$9.02K - $9.97K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-695Closed |
$25.2K - $27.8K
|
0
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-1K- 4.96% |
$36.2K - $40K
|
19.2K
$746K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.16K- 0.33% |
$41.9K - $46.3K
|
348K
$13.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.36K- 5.0% |
$49.2K - $54.4K
|
25.8K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.5K- 12.55% |
$54.3K - $60.1K
|
10.5K
$407K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.13K- 50.97% |
$77.1K - $85.2K
|
2.05K
$79.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.49K- 1.05% |
$90K - $99.5K
|
235K
$9.14M
|