Latest Institutional Transactions on Franklin Templeton Libertyq In (FLQH)
This table provides information on the latest institutional transactions involving Franklin Templeton Libertyq In (FLQH) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17.8K- 11.45% |
N/A
|
138K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50New |
N/A
|
50
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.01KNew |
N/A
|
3.01K
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
715New |
$0 - $21.9K
|
715
$0
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.09K+ 10.43% |
$0 - $33.4K
|
11.5K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 66.76% |
$0 - $3.67M
|
298K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.8K+ 372.55% |
$0 - $883K
|
36.5K
$0
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
$0 - $7.67K
|
250
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.57KNew |
$0 - $294K
|
9.57K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$0 - $30.7
|
1
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
51.5KNew |
$0 - $1.58M
|
51.5K
$0
|
|
| Q4 2023 | |||||||
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
181New |
$4.83K - $5.57K
|
181
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.32KNew |
$35.1K - $40.5K
|
1.32K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.83KNew |
$155K - $179K
|
5.83K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
250New |
$6.67K - $7.69K
|
250
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
165+ 0.38% |
$4.4K - $5.07K
|
44K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
243New |
$6.48K - $7.47K
|
243
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$400 - $461
|
15
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-23K- 72.82% |
$614K - $708K
|
8.59K
$0
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-77- 47.53% |
$0 - $2.32K
|
85
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
71.2K+ 414.74% |
$0 - $2.15M
|
88.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-48.8K- 18.47% |
$0 - $1.47M
|
215K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11.6KNew |
$0 - $348K
|
11.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
558New |
$0 - $16.8K
|
558
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.73KNew |
$0 - $263K
|
8.73K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.5KNew |
$0 - $467K
|
15.5K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
76New |
$0 - $2.29K
|
76
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
77.3KNew |
$0 - $2.33M
|
77.3K
$0
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
569+ 1210.64% |
$15.3K - $16.6K
|
616
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
506New |
$13.6K - $14.8K
|
506
$0
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
12.1KNew |
$270K - $332K
|
12.1K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 22.22% |
$445 - $548
|
110
$0
|
|