Latest Institutional Transactions on Franklin U.S. Low Volatility H (LVHD)
This table provides information on the latest institutional transactions involving Franklin U.S. Low Volatility H (LVHD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
100New |
$3.74K - $4.09K
|
100
$4.04K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
40.9KNew |
$1.53M - $1.67M
|
40.9K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
265New |
$9.9K - $10.8K
|
265
$10.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.2KNew |
$194K - $212K
|
5.2K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
426+ 2.39% |
$15.9K - $17.4K
|
18.2K
$736K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.77K+ 11.18% |
$141K - $154K
|
37.5K
$1.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
301+ 204.76% |
$11.2K - $12.3K
|
448
$18.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
198+ 4.39% |
$7.4K - $8.09K
|
4.71K
$190K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
168New |
$6.28K - $6.86K
|
168
$6.79K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.4K+ 4049.01% |
$838K - $918K
|
22.9K
$927K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
274New |
$10.3K - $11.2K
|
274
$11.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.08% |
$187 - $205
|
6.58K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.79K- 9.12% |
$66.9K - $73.3K
|
17.8K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.23K+ 1.32% |
$233K - $256K
|
477K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.61K- 2.68% |
$210K - $230K
|
203K
$8.22M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45+ 0.27% |
$1.68K - $1.85K
|
16.5K
$666K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.79K+ 33.59% |
$104K - $114K
|
11.1K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.86KNew |
$257K - $281K
|
6.86K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.95K+ 7.49% |
$72.9K - $79.9K
|
28K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
55K+ 5.55% |
$2.06M - $2.26M
|
1.05M
$42.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.3K+ 172.02% |
$1.88M - $2.06M
|
79.6K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-930- 4.3% |
$34.8K - $38.1K
|
20.7K
$835K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32+ 0.1% |
$1.2K - $1.31K
|
32.7K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.01K+ 2.28% |
$37.9K - $41.5K
|
45.3K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16K+ 182.57% |
$598K - $655K
|
24.7K
$998K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.66K- 27.48% |
$137K - $150K
|
9.67K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.42K+ 41.38% |
$240K - $263K
|
21.9K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 1.03% |
$861 - $943
|
2.25K
$91.1K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
228New |
$8.54K - $9.35K
|
228
$9.21K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
473New |
$17.7K - $19.4K
|
473
$19.1K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.7K- 11.69% |
$1.26M - $1.38M
|
255K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600- 32.43% |
$22.5K - $24.6K
|
1.25K
$50.5K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-507- 7.38% |
$19K - $20.8K
|
6.37K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.51K- 1.6% |
$93.9K - $103K
|
154K
$6.21M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.91K- 2.22% |
$333K - $365K
|
393K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-11.5K- 58.89% |
$430K - $471K
|
8.01K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55+ 0.15% |
$2.06K - $2.26K
|
36.6K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.67KNew |
$250K - $274K
|
6.67K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-472- 0.04% |
$17.7K - $19.4K
|
1.12M
$45.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.86K- 11.36% |
$257K - $281K
|
53.5K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-183- 1.1% |
$6.85K - $7.51K
|
16.4K
$664K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 30.51% |
$67.5K - $73.9K
|
4.1K
$166K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.65K- 4.06% |
$361K - $396K
|
228K
$9.22M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
132+ 1.82% |
$4.94K - $5.41K
|
7.39K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-220- 1.74% |
$8.24K - $9.02K
|
12.5K
$503K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.88K+ 10.81% |
$220K - $241K
|
60.3K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
753+ 4.31% |
$28.2K - $30.9K
|
18.2K
$736K
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-4.32K- 2.94% |
$162K - $177K
|
143K
$5.76M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.13K+ 39.46% |
$155K - $169K
|
14.6K
$590K
|
|