Purchases and Sales Made in Q4 2023 in Franklin Templeton Libertyq In (FLQH)
This table provides information about the institutional ownership of Franklin Templeton Libertyq In (FLQH) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
534K+ 18.62% |
$14.2M - $16.4M
|
3.4M
$0
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
444K+ 1537.52% |
$11.8M - $13.7M
|
473K
$0
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
307K+ 83.83% |
$8.19M - $9.44M
|
673K
$0
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
170KNew |
$4.54M - $5.23M
|
170K
$0
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
130K+ 90.16% |
$3.47M - $4M
|
275K
$0
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
96.9K+ 74.94% |
$2.58M - $2.98M
|
226K
$0
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
82.5K+ 12.95% |
$2.2M - $2.54M
|
720K
$0
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77.5K+ 44802.89% |
$2.07M - $2.38M
|
77.7K
$0
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63.9K+ 293.0% |
$1.71M - $1.97M
|
85.8K
$0
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.4K+ 10.89% |
$1.51M - $1.74M
|
575K
$0
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
47.1K+ 3.5% |
$1.26M - $1.45M
|
1.39M
$0
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.2K+ 216.42% |
$1.12M - $1.3M
|
61.7K
$0
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
33.7K+ 25.05% |
$900K - $1.04M
|
168K
$0
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
27.3KNew |
$727K - $838K
|
27.3K
$0
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25.9KNew |
$690K - $795K
|
25.9K
$0
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.7K+ 15.99% |
$658K - $758K
|
179K
$0
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.3KNew |
$622K - $718K
|
23.3K
$0
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 61.7% |
$599K - $690K
|
58.8K
$0
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.2K+ 12.89% |
$565K - $652K
|
186K
$0
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
20.4K+ 179.8% |
$543K - $626K
|
31.7K
$0
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
19.4K+ 11.96% |
$518K - $597K
|
182K
$0
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17K+ 47.58% |
$454K - $523K
|
52.8K
$0
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16K+ 585.75% |
$426K - $492K
|
18.7K
$0
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15K+ 68.91% |
$399K - $460K
|
36.7K
$0
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12.6K+ 101.38% |
$337K - $389K
|
25.1K
$0
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11.5KNew |
$306K - $353K
|
11.5K
$0
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3K+ 148.92% |
$302K - $348K
|
18.9K
$0
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.4KNew |
$278K - $321K
|
10.4K
$0
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
10.3K+ 16.3% |
$275K - $317K
|
73.5K
$0
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.6K+ 60.52% |
$256K - $295K
|
25.5K
$0
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.54K+ 7.88% |
$255K - $293K
|
131K
$0
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
9.47K+ 6.08% |
$253K - $291K
|
165K
$0
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.1KNew |
$243K - $280K
|
9.1K
$0
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.15KNew |
$217K - $250K
|
8.15K
$0
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.09KNew |
$216K - $249K
|
8.09K
$0
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.72KNew |
$206K - $237K
|
7.72K
$0
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.61K+ 8.41% |
$203K - $234K
|
98.1K
$0
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.39KNew |
$197K - $227K
|
7.39K
$0
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.79KNew |
$181K - $209K
|
6.79K
$0
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.52K+ 66.43% |
$174K - $201K
|
16.3K
$0
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.83KNew |
$155K - $179K
|
5.83K
$0
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.04K+ 20.87% |
$134K - $155K
|
29.2K
$0
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.65K+ 18.35% |
$97.3K - $112K
|
23.5K
$0
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.44K+ 3.03% |
$91.7K - $106K
|
117K
$0
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.35K+ 25.13% |
$89.3K - $103K
|
16.7K
$0
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.07KNew |
$81.8K - $94.3K
|
3.07K
$0
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.23K+ 23.39% |
$59.4K - $68.5K
|
11.8K
$0
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.02K+ 14.08% |
$53.7K - $62K
|
16.3K
$0
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.75KNew |
$46.7K - $53.9K
|
1.75K
$0
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.32KNew |
$35.1K - $40.5K
|
1.32K
$0
|