Purchases and Sales Made in Q3 2023 in Franklin Templeton Libertyq In (FLQH)
This table provides information about the institutional ownership of Franklin Templeton Libertyq In (FLQH) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
238K+ 9.05% |
$0 - $7.19M
|
2.87M
$0
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
165KNew |
$0 - $4.97M
|
165K
$0
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
156KNew |
$0 - $4.7M
|
156K
$0
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
129KNew |
$0 - $3.9M
|
129K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
90.5KNew |
$0 - $2.73M
|
90.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
71.2K+ 414.74% |
$0 - $2.15M
|
88.4K
$0
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
70.4K+ 734.91% |
$0 - $2.13M
|
80K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.3K+ 14.67% |
$0 - $2M
|
518K
$0
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
66.2K+ 11.6% |
$0 - $2M
|
637K
$0
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
64.9K+ 66.6% |
$0 - $1.96M
|
162K
$0
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
56.6K+ 72.5% |
$0 - $1.71M
|
135K
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.1K+ 83.3% |
$0 - $1.66M
|
121K
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.7K+ 15.31% |
$0 - $1.47M
|
366K
$0
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
47.5K+ 32.22% |
$0 - $1.43M
|
195K
$0
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
42.4K+ 592.35% |
$0 - $1.28M
|
49.5K
$0
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
30.6K+ 8.22% |
$0 - $923K
|
403K
$0
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.2K+ 43.28% |
$0 - $881K
|
96.6K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.7K+ 318.66% |
$0 - $836K
|
36.4K
$0
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
22.5K+ 5.75% |
$0 - $678K
|
413K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.7KNew |
$0 - $656K
|
21.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19KNew |
$0 - $573K
|
19K
$0
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
18.8K+ 1.41% |
$0 - $566K
|
1.35M
$0
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.1K+ 91.23% |
$0 - $515K
|
35.7K
$0
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
15.2KNew |
$0 - $459K
|
15.2K
$0
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
13.7K+ 4.54% |
$0 - $414K
|
316K
$0
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
13.3KNew |
$0 - $402K
|
13.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.4KNew |
$0 - $346K
|
11.4K
$0
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.7K+ 601.12% |
$0 - $323K
|
12.5K
$0
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.82KNew |
$0 - $296K
|
9.82K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.08K+ 45.81% |
$0 - $274K
|
28.9K
$0
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.84K+ 22.66% |
$0 - $267K
|
47.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.61K+ 64.02% |
$0 - $230K
|
19.5K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.14K+ 81.71% |
$0 - $215K
|
15.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.42K+ 5.13% |
$0 - $194K
|
132K
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.34K+ 22.03% |
$0 - $191K
|
35.1K
$0
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
5.07K+ 8.72% |
$0 - $153K
|
63.2K
$0
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.73K+ 6.55% |
$0 - $143K
|
77K
$0
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.69K+ 2.42% |
$0 - $81.1K
|
113K
$0
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.35K+ 1.66% |
$0 - $70.9K
|
144K
$0
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.33K+ 11.46% |
$0 - $70.5K
|
22.7K
$0
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.02K+ 19.62% |
$0 - $61K
|
12.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.86K+ 19.62% |
$0 - $56.1K
|
11.3K
$0
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.76K+ 22.66% |
$0 - $53.1K
|
9.53K
$0
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.62K+ 15.1% |
$0 - $48.8K
|
12.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.41K+ 28.61% |
$0 - $42.5K
|
6.33K
$0
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27K+ 86.41% |
$0 - $38.2K
|
2.73K
$0
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.16K+ 39.03% |
$0 - $34.9K
|
4.12K
$0
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
670New |
$0 - $20.2K
|
670
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
643+ 2.78% |
$0 - $19.4K
|
23.8K
$0
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
595+ 3.6% |
$0 - $18K
|
17.1K
$0
|