Purchases and Sales Made in Q1 2023 in Franklin Templeton Libertyq In (FLQH)
This table provides information about the institutional ownership of Franklin Templeton Libertyq In (FLQH) during Q1 2023. The information is specifically focused on institutions that hold shares of FRANKLIN TEMPLETON LIBERTYQ IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
761K+ 163.62% |
$20.4M - $22.3M
|
1.23M
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
542KNew |
$14.6M - $15.8M
|
542K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
425KNew |
$11.4M - $12.4M
|
425K
$0
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
403KNew |
$10.8M - $11.8M
|
403K
$0
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
135KNew |
$3.62M - $3.94M
|
135K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
133K+ 11.53% |
$3.56M - $3.88M
|
1.28M
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
110KNew |
$2.94M - $3.2M
|
110K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
103KNew |
$2.77M - $3.02M
|
103K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
94.9KNew |
$2.55M - $2.77M
|
94.9K
$0
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
89.2KNew |
$2.4M - $2.61M
|
89.2K
$0
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
80.9KNew |
$2.17M - $2.37M
|
80.9K
$0
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
63.7K+ 76.72% |
$1.71M - $1.86M
|
147K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.5K+ 483.5% |
$1.7M - $1.86M
|
76.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57K+ 92.79% |
$1.53M - $1.67M
|
118K
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
51.4K+ 134.65% |
$1.38M - $1.5M
|
89.6K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
38.4KNew |
$1.03M - $1.12M
|
38.4K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.3KNew |
$546K - $595K
|
20.3K
$0
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19.5KNew |
$525K - $571K
|
19.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3KNew |
$519K - $565K
|
19.3K
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.1KNew |
$460K - $501K
|
17.1K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
17.1K+ 59.78% |
$459K - $500K
|
45.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 141.44% |
$405K - $441K
|
25.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$397K - $433K
|
14.8K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
10.2K+ 2.89% |
$273K - $297K
|
361K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 179.59% |
$271K - $295K
|
15.7K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.44K+ 97.26% |
$254K - $276K
|
19.1K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.39KNew |
$252K - $275K
|
9.39K
$0
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.85K+ 2.92% |
$184K - $200K
|
241K
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.08KNew |
$110K - $119K
|
4.08K
$0
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.08K+ 26.91% |
$55.8K - $60.8K
|
9.8K
$0
|
|
|
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
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
263+ 3.82% |
$7.06K - $7.69K
|
7.15K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
245+ 1.63% |
$6.58K - $7.16K
|
15.3K
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
215New |
$5.77K - $6.29K
|
215
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27+ 0.16% |
$725 - $789
|
17.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-155- 0.23% |
$4.16K - $4.53K
|
68.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-489- 3.64% |
$13.1K - $14.3K
|
12.9K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-620- 1.06% |
$16.7K - $18.1K
|
57.8K
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.57K- 8.42% |
$42.3K - $46K
|
17.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-66.2K- 90.05% |
$1.78M - $1.94M
|
7.32K
$0
|