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 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
80+ 0.91% |
$2.44K - $2.63K
|
8.85K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
70+ 0.34% |
$2.14K - $2.3K
|
21K
$695K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
55New |
$1.68K - $1.81K
|
55
$1.82K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17+ 0.16% |
$519 - $558
|
10.9K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12+ 0.08% |
$366 - $394
|
14.5K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 3.98% |
$305 - $329
|
261
$8.65K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6New |
$183 - $197
|
6
$199
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.25% |
$61.1 - $65.7
|
807
$26.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-10- 0.08% |
$305 - $329
|
12.4K
$412K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-24- 0.1% |
$733 - $788
|
24.6K
$814K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-68- 0.2% |
$2.08K - $2.23K
|
33.4K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-83- 1.56% |
$2.53K - $2.73K
|
5.23K
$173K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-198- 1.87% |
$6.04K - $6.5K
|
10.4K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-229- 0.81% |
$6.99K - $7.52K
|
28K
$928K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-363- 0.62% |
$11.1K - $11.9K
|
58.3K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-366- 3.96% |
$11.2K - $12K
|
8.88K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-424- 7.76% |
$12.9K - $13.9K
|
5.04K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-489- 4.13% |
$14.9K - $16.1K
|
11.3K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-498- 4.09% |
$15.2K - $16.4K
|
11.7K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-642- 7.43% |
$19.6K - $21.1K
|
7.99K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-691- 3.18% |
$21.1K - $22.7K
|
21.1K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-694- 4.71% |
$21.2K - $22.8K
|
14.1K
$466K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-714- 11.41% |
$21.8K - $23.5K
|
5.54K
$184K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-980- 6.19% |
$29.9K - $32.2K
|
14.9K
$492K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.23K- 74.67% |
$37.6K - $40.5K
|
418
$13.9K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.43K- 16.87% |
$43.6K - $46.9K
|
7.04K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.44K- 4.61% |
$44.1K - $47.4K
|
29.9K
$990K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.74K- 7.49% |
$53.1K - $57.2K
|
21.5K
$713K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.33K- 4.83% |
$71.2K - $76.6K
|
46K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 2.92% |
$73.1K - $78.7K
|
79.5K
$2.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 2.99% |
$82.5K - $88.7K
|
87.8K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.81K- 4.47% |
$85.6K - $92.1K
|
59.9K
$1.99M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.85K- 51.32% |
$86.9K - $93.5K
|
2.7K
$89.5K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-4.14K- 6.98% |
$126K - $136K
|
55.1K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.61K- 4.66% |
$141K - $151K
|
94.2K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.81K- 24.67% |
$147K - $158K
|
14.7K
$487K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-6.35K- 11.26% |
$194K - $208K
|
50K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.97K- 5.41% |
$243K - $262K
|
139K
$4.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8.1K- 6.63% |
$247K - $266K
|
114K
$3.78M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-13.3K- 3.25% |
$407K - $437K
|
397K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-13.6K- 32.55% |
$416K - $447K
|
28.2K
$936K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.9K- 27.16% |
$547K - $589K
|
48.1K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-22.5K- 50.0% |
$687K - $739K
|
22.5K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43.5K- 45.09% |
$1.33M - $1.43M
|
53K
$1.76M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-263K- 98.91% |
$8.04M - $8.65M
|
2.91K
$96.5K
|