Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
156KNew |
$5.98M - $6.45M
|
156K
$6.3M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$1.25M - $1.35M
|
32.7K
$1.32M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29.3KNew |
$1.12M - $1.21M
|
29.3K
$1.18M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
28.4K+ 284.37% |
$1.09M - $1.17M
|
38.4K
$1.55M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26KNew |
$996K - $1.07M
|
26K
$1.05M
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15.5KNew |
$594K - $640K
|
15.5K
$625K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 3.73% |
$397K - $428K
|
289K
$11.6M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
8.8KNew |
$337K - $363K
|
8.8K
$355K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.02K+ 84.94% |
$307K - $331K
|
17.5K
$704K
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
7.57KNew |
$290K - $312K
|
7.57K
$305K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.43KNew |
$284K - $306K
|
7.43K
$299K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.26KNew |
$278K - $300K
|
7.26K
$293K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.2K+ 3.12% |
$275K - $297K
|
238K
$9.59M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.33K+ 1.34% |
$204K - $220K
|
402K
$16.2M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.38K+ 61.65% |
$129K - $140K
|
8.87K
$357K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.26K+ 5.37% |
$86.5K - $93.2K
|
44.3K
$1.79M
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 0.92% |
$51.2K - $55.2K
|
147K
$5.93M
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$48.1K - $51.8K
|
1.26K
$50.6K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.17K+ 5.7% |
$44.6K - $48.1K
|
21.6K
$871K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.09K+ 0.52% |
$41.7K - $44.9K
|
209K
$8.43M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.07K+ 11.42% |
$41.1K - $44.3K
|
10.5K
$422K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
986+ 1.85% |
$37.8K - $40.7K
|
54.4K
$2.19M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
871+ 0.42% |
$33.4K - $35.9K
|
210K
$8.46M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
691+ 17.6% |
$26.5K - $28.5K
|
4.62K
$186K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
559+ 9.29% |
$21.4K - $23.1K
|
6.58K
$265K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
481+ 7.91% |
$18.4K - $19.8K
|
6.56K
$265K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
463+ 0.3% |
$17.7K - $19.1K
|
157K
$6.35M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
425+ 3.47% |
$16.3K - $17.5K
|
12.7K
$511K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
376+ 1.04% |
$14.4K - $15.5K
|
36.5K
$1.47M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
303+ 1.04% |
$11.6K - $12.5K
|
29.3K
$1.18M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
300New |
$11.5K - $12.4K
|
300
$12.1K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
262+ 37.97% |
$10K - $10.8K
|
952
$38.4K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
257New |
$9.84K - $10.6K
|
257
$10.4K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
181+ 1.05% |
$6.93K - $7.47K
|
17.5K
$704K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
70+ 1.58% |
$2.68K - $2.89K
|
4.5K
$181K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
62+ 0.38% |
$2.37K - $2.56K
|
16.4K
$663K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
29New |
$1.11K - $1.2K
|
29
$1.17K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 0.95% |
$804 - $866
|
2.23K
$90K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11New |
$421 - $454
|
11
$444
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8New |
$306 - $330
|
8
$323
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.75% |
$76.6 - $82.5
|
269
$10.8K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.69% |
$38.3 - $41.3
|
145
$5.85K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10- 0.05% |
$383 - $413
|
19.6K
$791K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 0.39% |
$383 - $413
|
2.53K
$102K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-28- 8.12% |
$1.07K - $1.16K
|
317
$12.8K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 0.62% |
$1.42K - $1.53K
|
5.91K
$238K
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-70- 1.01% |
$2.68K - $2.89K
|
6.87K
$277K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-175- 0.29% |
$6.7K - $7.22K
|
60.4K
$2.44M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-239- 0.71% |
$9.15K - $9.86K
|
33.6K
$1.35M
|