Latest Institutional Transactions on Franklin Templeton ETF Trfrank (FLGV)
This table provides information on the latest institutional transactions involving Franklin Templeton ETF Trfrank (FLGV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-625- 3.73% |
$12.6K - $13.3K
|
16.2K
$328K
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
23.8KNew |
$478K - $505K
|
23.8K
$482K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.4KNew |
$351K - $371K
|
17.4K
$354K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.59K- 18.14% |
$32K - $33.8K
|
7.17K
$146K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.4% |
$20.1 - $21.3
|
248
$5.03K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
825+ 118.88% |
$16.6K - $17.5K
|
1.52K
$30.8K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54K+ 161.62% |
$1.09M - $1.15M
|
87.4K
$1.77M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 2.29% |
$242K - $256K
|
537K
$10.9M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.8KNew |
$338K - $358K
|
16.8K
$341K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.69K+ 19.59% |
$175K - $185K
|
53.1K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-55.2K- 36.23% |
$1.11M - $1.17M
|
97.2K
$1.97M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.51K- 65.2% |
$70.5K - $74.6K
|
1.87K
$38K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
38.4KNew |
$772K - $816K
|
38.4K
$779K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.99M+ 9.41% |
$60.2M - $63.7M
|
34.8M
$706M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-359K- 36.84% |
$7.23M - $7.64M
|
616K
$12.5M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-316K- 79.75% |
$6.36M - $6.72M
|
80.3K
$1.63M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
506+ 4.31% |
$10.2K - $10.8K
|
12.2K
$248K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
69New |
$1.39K - $1.47K
|
69
$1.4K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.5K+ 19.42% |
$372K - $393K
|
114K
$2.31M
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
39.2K+ 5.93% |
$788K - $833K
|
700K
$14.2M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.18K+ 62.1% |
$144K - $153K
|
18.8K
$380K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
81.2K+ 107.65% |
$1.63M - $1.73M
|
157K
$3.18M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
111K+ 7.68% |
$2.23M - $2.36M
|
1.55M
$31.5M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.1KNew |
$324K - $343K
|
16.1K
$327K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.65K- 4.38% |
$33.1K - $35K
|
35.9K
$729K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15+ 0.18% |
$302 - $319
|
8.47K
$172K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.1K+ 7.9% |
$404K - $427K
|
274K
$5.57M
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
54+ 0.35% |
$1.09K - $1.15K
|
15.5K
$315K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
682+ 101.34% |
$13.6K - $14K
|
1.36K
$27.5K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
757New |
$15.1K - $15.5K
|
757
$15.4K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
216New |
$4.3K - $4.42K
|
216
$4.38K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 10.0% |
$3.98K - $4.09K
|
1.8K
$36.5K
|
|
Q1 2024 | |||||||
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
610+ 0.7% |
$12.4K - $12.7K
|
87.7K
$1.78M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.41K+ 33.93% |
$110K - $113K
|
21.4K
$434K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.8K+ 86.41% |
$361K - $371K
|
38.3K
$777K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
46New |
$934 - $960
|
46
$933
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
11.5KNew |
$226K - $240K
|
11.5K
$233K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-213K- 18.29% |
$4.25M - $4.45M
|
952K
$19.3M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2KNew |
$382K - $400K
|
19.2K
$389K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
65New |
$1.29K - $1.36K
|
65
$1.32K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2New |
$39.8 - $41.7
|
2
$40.6
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.4K- 51.63% |
$27.8K - $29.1K
|
1.31K
$26.6K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77+ 0.6% |
$1.6K - $1.65K
|
13K
$263K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-20.1K- 63.56% |
$417K - $430K
|
11.5K
$234K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.92K+ 13.8% |
$39.9K - $41.2K
|
15.9K
$322K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.23KNew |
$86.8K - $90.3K
|
4.23K
$85.8K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5.07KNew |
$104K - $108K
|
5.07K
$103K
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.14K- 24.73% |
$23.6K - $25.2K
|
3.47K
$70.3K
|