Purchases and Sales Made in Q2 2023 in Franklin Templeton Libertyq In (FLQH)
This table provides information about the institutional ownership of Franklin Templeton Libertyq In (FLQH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.41M+ 114.63% |
$0 - $42.4M
|
2.63M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
318KNew |
$0 - $9.58M
|
318K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
202KNew |
$0 - $6.1M
|
202K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
155K+ 105.67% |
$0 - $4.67M
|
302K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
149K+ 1147.78% |
$0 - $4.48M
|
162K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
145K+ 1981.63% |
$0 - $4.37M
|
152K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
77.3KNew |
$0 - $2.33M
|
77.3K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
72.2KNew |
$0 - $2.18M
|
72.2K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
57.7K+ 64.38% |
$0 - $1.74M
|
147K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
45.9K+ 3.58% |
$0 - $1.38M
|
1.33M
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.5K+ 44.24% |
$0 - $1.19M
|
129K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39KNew |
$0 - $1.18M
|
39K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
37.8K+ 34.55% |
$0 - $1.14M
|
147K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
29.3K+ 8.12% |
$0 - $884K
|
391K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.1K+ 75.79% |
$0 - $876K
|
67.4K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
28.9K+ 5.34% |
$0 - $872K
|
571K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.9K+ 6.33% |
$0 - $811K
|
452K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
22.7K+ 9.39% |
$0 - $684K
|
264K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.8KNew |
$0 - $597K
|
19.8K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.7KNew |
$0 - $563K
|
18.7K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.2KNew |
$0 - $518K
|
17.2K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
16.6K+ 20.5% |
$0 - $500K
|
97.5K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.5KNew |
$0 - $467K
|
15.5K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
12.5K+ 27.29% |
$0 - $376K
|
58.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9KNew |
$0 - $358K
|
11.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11.6KNew |
$0 - $348K
|
11.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.3KNew |
$0 - $310K
|
10.3K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.62K+ 50.22% |
$0 - $290K
|
28.8K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.58KNew |
$0 - $289K
|
9.58K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
9.47KNew |
$0 - $285K
|
9.47K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.35K+ 13.61% |
$0 - $282K
|
78.1K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.73KNew |
$0 - $263K
|
8.73K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.73KNew |
$0 - $263K
|
8.73K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.77KNew |
$0 - $234K
|
7.77K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.6KNew |
$0 - $229K
|
7.6K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
7.49K+ 7.26% |
$0 - $226K
|
111K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.76KNew |
$0 - $204K
|
6.76K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.71K+ 5.67% |
$0 - $202K
|
125K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.38K+ 4.73% |
$0 - $192K
|
141K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.05K+ 35.06% |
$0 - $182K
|
23.3K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.69K+ 22.09% |
$0 - $171K
|
31.4K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.92KNew |
$0 - $148K
|
4.92K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.8K+ 19.64% |
$0 - $114K
|
23.1K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.04K+ 2170.21% |
$0 - $61.5K
|
2.13K
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 6.06% |
$0 - $57.4K
|
33.3K
$0
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.78KNew |
$0 - $53.6K
|
1.78K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.3K+ 8.52% |
$0 - $39.2K
|
16.6K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
918+ 4.51% |
$0 - $27.7K
|
21.3K
$0
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
912+ 9.31% |
$0 - $27.5K
|
10.7K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
829+ 4.24% |
$0 - $25K
|
20.4K
$0
|