Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.87MNew |
$96.8M - $112M
|
2.87M
$116M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
372K+ 27.15% |
$12.6M - $14.6M
|
1.74M
$70.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
369K+ 27.44% |
$12.5M - $14.5M
|
1.71M
$69.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
297K+ 48.18% |
$10M - $11.6M
|
912K
$36.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
193K+ 198.35% |
$6.52M - $7.56M
|
290K
$11.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
136K+ 12.55% |
$4.59M - $5.33M
|
1.22M
$49.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 20.66% |
$4.28M - $4.96M
|
740K
$29.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
112K+ 1385.31% |
$3.78M - $4.39M
|
120K
$4.84M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
103KNew |
$3.46M - $4.02M
|
103K
$4.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
90.8K+ 20.17% |
$3.06M - $3.55M
|
541K
$21.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
70.6K+ 290.24% |
$2.38M - $2.76M
|
94.9K
$3.82M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
70.6K+ 290.24% |
$2.38M - $2.76M
|
94.9K
$3.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
68K+ 74.23% |
$2.29M - $2.66M
|
160K
$6.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30.1KNew |
$1.02M - $1.18M
|
30.1K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30K+ 11.87% |
$1.01M - $1.17M
|
282K
$11.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
27K+ 17.39% |
$909K - $1.06M
|
182K
$7.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.6K+ 78.05% |
$897K - $1.04M
|
60.7K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.4K+ 4.86% |
$824K - $956K
|
526K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
23.9KNew |
$807K - $937K
|
23.9K
$965K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.3KNew |
$787K - $914K
|
23.3K
$941K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
22.1KNew |
$745K - $865K
|
22.1K
$891K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
19.1K+ 138.38% |
$646K - $749K
|
33K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.3K+ 8.38% |
$583K - $676K
|
223K
$9.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6K+ 221.47% |
$525K - $610K
|
22.6K
$911K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.3K+ 68.8% |
$516K - $599K
|
37.5K
$1.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.8KNew |
$467K - $542K
|
13.8K
$558K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.4K+ 64.71% |
$453K - $526K
|
34.2K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13K+ 11.55% |
$437K - $507K
|
125K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.9KNew |
$368K - $427K
|
10.9K
$439K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$368K - $427K
|
10.9K
$439K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.58KNew |
$323K - $375K
|
9.58K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.38K+ 43.6% |
$283K - $328K
|
27.6K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.8K+ 1.45% |
$263K - $305K
|
546K
$22M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7.35KNew |
$248K - $288K
|
7.35K
$296K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.1KNew |
$239K - $278K
|
7.1K
$286K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.59KNew |
$222K - $258K
|
6.59K
$266K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
6.05KNew |
$204K - $237K
|
6.05K
$244K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
6KNew |
$202K - $235K
|
6K
$242K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
5.94K+ 2.98% |
$200K - $233K
|
205K
$8.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.74KNew |
$194K - $225K
|
5.74K
$231K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.7KNew |
$192K - $223K
|
5.7K
$230K
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5.42KNew |
$183K - $212K
|
5.42K
$218K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.39KNew |
$182K - $211K
|
5.39K
$217K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
5.32KNew |
$179K - $208K
|
5.32K
$214K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
5.1K+ 45.36% |
$172K - $200K
|
16.3K
$658K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4.46KNew |
$150K - $175K
|
4.46K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.68K+ 21.27% |
$124K - $144K
|
21K
$847K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.65K+ 1.17% |
$123K - $143K
|
316K
$12.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.44KNew |
$116K - $135K
|
3.44K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.63K+ 22.64% |
$88.6K - $103K
|
14.2K
$574K
|