Purchases and Sales Made in Q1 2025 in Franklin International Low Vol (LVHI)
This table provides information about the institutional ownership of Franklin International Low Vol (LVHI) during Q1 2025. The information is specifically focused on institutions that hold shares of FRANKLIN INTERNATIONAL LOW VOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.51M+ 526684.0% |
$76.5M - $82.4M
|
2.51M
$83.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.32M+ 57.01% |
$70.9M - $76.3M
|
6.4M
$212M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.17M+ 485.78% |
$66.4M - $71.4M
|
2.62M
$86.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
924K+ 73.13% |
$28.2M - $30.4M
|
2.19M
$72.5M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
546K+ 18757.35% |
$16.7M - $17.9M
|
549K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
452K+ 20.12% |
$13.8M - $14.9M
|
2.7M
$89.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
393K+ 27.59% |
$12M - $12.9M
|
1.82M
$60.3M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
326KNew |
$9.96M - $10.7M
|
326K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
309K+ 2930.12% |
$9.45M - $10.2M
|
320K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
308K+ 65.37% |
$9.4M - $10.1M
|
779K
$25.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
275K+ 316.17% |
$8.4M - $9.04M
|
362K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
248K+ 12.94% |
$7.56M - $8.13M
|
2.16M
$71.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
229K+ 27.14% |
$7M - $7.53M
|
1.07M
$35.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
226KNew |
$6.89M - $7.42M
|
226K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
211K+ 2318.82% |
$6.44M - $6.92M
|
220K
$7.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
203KNew |
$6.21M - $6.68M
|
203K
$6.74M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
197K+ 109.61% |
$6.02M - $6.48M
|
377K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
177KNew |
$5.41M - $5.83M
|
177K
$5.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
176KNew |
$5.39M - $5.8M
|
176K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
159K+ 453.76% |
$4.84M - $5.21M
|
194K
$6.42M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
138K+ 67936.45% |
$4.21M - $4.53M
|
138K
$4.58M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
134K+ 47.2% |
$4.09M - $4.4M
|
417K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
125K+ 11.22% |
$3.81M - $4.1M
|
1.24M
$41.1M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
119KNew |
$3.63M - $3.91M
|
119K
$3.94M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
118K+ 15368.97% |
$3.6M - $3.87M
|
119K
$3.93M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
112K+ 18.37% |
$3.41M - $3.66M
|
719K
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
99.2K+ 10.09% |
$3.03M - $3.26M
|
1.08M
$35.9M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
99KNew |
$3.02M - $3.25M
|
99K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
94.2KNew |
$2.88M - $3.09M
|
94.2K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
93.2K+ 23.45% |
$2.85M - $3.06M
|
491K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
92.1K+ 8.66% |
$2.81M - $3.03M
|
1.16M
$38.3M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
90.1KNew |
$2.75M - $2.96M
|
90.1K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
88.8K+ 60.03% |
$2.71M - $2.92M
|
237K
$7.84M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86.6K+ 19.33% |
$2.64M - $2.85M
|
535K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
79.4K+ 1078.76% |
$2.42M - $2.61M
|
86.8K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
78.3KNew |
$2.39M - $2.57M
|
78.3K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
77.6KNew |
$2.37M - $2.55M
|
77.6K
$2.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70.8K+ 146.73% |
$2.16M - $2.33M
|
119K
$3.95M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.3K+ 6.17% |
$2M - $2.15M
|
1.13M
$37.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.6K+ 3.9% |
$1.76M - $1.89M
|
1.53M
$50.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
56.8K+ 156.87% |
$1.73M - $1.87M
|
93K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
54.1KNew |
$1.65M - $1.78M
|
54.1K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
52.4KNew |
$1.6M - $1.72M
|
52.4K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
51.3K+ 43.03% |
$1.57M - $1.69M
|
171K
$5.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
50.5KNew |
$1.54M - $1.66M
|
50.5K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
45.8KNew |
$1.4M - $1.5M
|
45.8K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
44.8KNew |
$1.37M - $1.47M
|
44.8K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
43.9K+ 13.32% |
$1.34M - $1.44M
|
374K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.6K+ 29.39% |
$1.33M - $1.43M
|
192K
$6.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
42.1KNew |
$1.29M - $1.38M
|
42.1K
$1.4M
|