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 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.87KNew |
$62.9K - $73.1K
|
1.87K
$75.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.82K+ 4.52% |
$61.3K - $71.2K
|
42.1K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.75KNew |
$58.9K - $68.4K
|
1.75K
$70.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.7K+ 10.84% |
$57.3K - $66.5K
|
17.4K
$700K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.4K+ 5.58% |
$47.3K - $54.9K
|
26.5K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$47.2K - $54.8K
|
1.4K
$56.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.31KNew |
$44.3K - $51.4K
|
1.31K
$52.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$41.2K - $47.8K
|
1.22K
$49.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 0.87% |
$39.6K - $45.9K
|
136K
$5.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 5.89% |
$37.1K - $43.1K
|
19.8K
$797K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
762+ 5.06% |
$25.7K - $29.8K
|
15.8K
$638K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
725+ 12.35% |
$24.5K - $28.4K
|
6.6K
$266K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
650+ 0.22% |
$21.9K - $25.5K
|
294K
$11.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
454+ 10.32% |
$15.3K - $17.8K
|
4.85K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
358New |
$12.1K - $14K
|
358
$14.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
333+ 4.22% |
$11.2K - $13K
|
8.23K
$332K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
150+ 2.19% |
$5.06K - $5.88K
|
7K
$282K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
131New |
$4.42K - $5.13K
|
131
$5.28K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
106New |
$3.58K - $4.15K
|
106
$4.27K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
54New |
$1.82K - $2.12K
|
54
$2.18K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
42+ 0.11% |
$1.42K - $1.65K
|
37.9K
$1.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25New |
$844 - $979
|
25
$1.01K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
23+ 0.28% |
$776 - $901
|
8.21K
$331K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 0.88% |
$607 - $705
|
2.07K
$83.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8New |
$270 - $313
|
8
$323
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 1.7% |
$202 - $235
|
358
$14.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-46- 17.04% |
$1.55K - $1.8K
|
224
$9.03K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-252- 2.25% |
$8.5K - $9.87K
|
11K
$442K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-364- 18.24% |
$12.3K - $14.3K
|
1.63K
$65.8K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-391- 8.51% |
$13.2K - $15.3K
|
4.21K
$170K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-527- 75.83% |
$17.8K - $20.6K
|
168
$6.77K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1K- 6.86% |
$33.7K - $39.2K
|
13.6K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.09K- 0.15% |
$36.8K - $42.8K
|
745K
$30M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-4.51K- 2.46% |
$152K - $177K
|
179K
$7.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.4K- 1.4% |
$216K - $251K
|
452K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-6.56K- 23.96% |
$221K - $257K
|
20.8K
$839K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.07K- 50.47% |
$239K - $277K
|
6.94K
$280K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.56K- 19.14% |
$255K - $296K
|
31.9K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.5K- 53.08% |
$355K - $412K
|
9.3K
$375K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.6K- 60.46% |
$494K - $574K
|
9.58K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.7K- 21.48% |
$699K - $812K
|
75.8K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.5K- 19.7% |
$1.33M - $1.55M
|
161K
$6.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-44.8K- 3.39% |
$1.51M - $1.75M
|
1.27M
$51.4M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-323K- 10.11% |
$10.9M - $12.6M
|
2.87M
$116M
|