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
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.12KNew |
$29.8K - $34.3K
|
1.12K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
784+ 19.04% |
$20.9K - $24.1K
|
4.9K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
776+ 4.53% |
$20.7K - $23.9K
|
17.9K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
662+ 1.34% |
$17.7K - $20.4K
|
50.2K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
634New |
$16.9K - $19.5K
|
634
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
293+ 0.38% |
$7.81K - $9.01K
|
77.3K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
250New |
$6.67K - $7.69K
|
250
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
243New |
$6.48K - $7.47K
|
243
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
234+ 1.9% |
$6.24K - $7.2K
|
12.6K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
165+ 0.38% |
$4.4K - $5.07K
|
44K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
29+ 1.36% |
$773 - $892
|
2.16K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
27New |
$720 - $830
|
27
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$400 - $461
|
15
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 1.79% |
$53.3 - $61.5
|
114
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$26.7 - $30.8
|
1
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-136- 3.54% |
$3.63K - $4.18K
|
3.71K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-323- 2.82% |
$8.61K - $9.93K
|
11.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-361- 0.25% |
$9.63K - $11.1K
|
143K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-457- 6.75% |
$12.2K - $14.1K
|
6.32K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-776- 12.27% |
$20.7K - $23.9K
|
5.55K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-829- 2.36% |
$22.1K - $25.5K
|
34.3K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.35K- 10.98% |
$36.1K - $41.6K
|
11K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.96K- 3.77% |
$132K - $152K
|
127K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10.2K- 45.02% |
$272K - $314K
|
12.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.5K- 44.37% |
$281K - $324K
|
13.2K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.2K- 86.49% |
$351K - $404K
|
2.05K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-21.2K- 6.71% |
$565K - $651K
|
294K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-23K- 72.82% |
$614K - $708K
|
8.59K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-40.6K- 48.5% |
$1.08M - $1.25M
|
43.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-61.4K- 76.8% |
$1.64M - $1.89M
|
18.6K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-67.1K- 34.43% |
$1.79M - $2.06M
|
128K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-110K- 26.74% |
$2.95M - $3.4M
|
303K
$0
|