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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-250- 1.85% |
$9.57K - $10.3K
|
13.3K
$535K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-334- 0.59% |
$12.8K - $13.8K
|
56K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-373- 5.94% |
$14.3K - $15.4K
|
5.91K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-440- 1.08% |
$16.8K - $18.2K
|
40.1K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-744- 4.78% |
$28.5K - $30.7K
|
14.8K
$597K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-900- 32.73% |
$34.5K - $37.1K
|
1.85K
$74.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-929- 58.1% |
$35.6K - $38.3K
|
670
$27K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.07K- 2.66% |
$41.1K - $44.3K
|
39.3K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.04K- 11.0% |
$155K - $166K
|
32.6K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.62K- 25.74% |
$177K - $191K
|
13.3K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.62K- 9.38% |
$177K - $191K
|
44.7K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.76K- 7.35% |
$182K - $196K
|
60K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5K- 59.82% |
$191K - $206K
|
3.36K
$135K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.79K- 14.64% |
$222K - $239K
|
33.8K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.87K- 94.49% |
$263K - $283K
|
400
$16.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-7.28K- 46.7% |
$279K - $300K
|
8.3K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-7.3K- 27.26% |
$280K - $301K
|
19.5K
$786K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-11.5K- 40.9% |
$440K - $475K
|
16.6K
$670K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.5K- 1.77% |
$519K - $559K
|
750K
$30.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.9K- 22.74% |
$533K - $574K
|
47.2K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.8K- 33.58% |
$566K - $610K
|
29.3K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.7K- 1.38% |
$602K - $649K
|
1.12M
$45.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25K- 74.06% |
$956K - $1.03M
|
8.74K
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-27.9K- 20.66% |
$1.07M - $1.15M
|
107K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.4K- 63.62% |
$1.09M - $1.17M
|
16.2K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.3K- 7.89% |
$1.54M - $1.66M
|
470K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.1K- 6.35% |
$2.57M - $2.77M
|
991K
$39.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-301K- 26.46% |
$11.5M - $12.4M
|
837K
$33.8M
|