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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.7K+ 3.8% |
$1.48M - $1.62M
|
1.09M
$44.1M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.33K+ 29.19% |
$162K - $177K
|
19.1K
$778K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.96K+ 0.75% |
$111K - $121K
|
396K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.42K+ 989.39% |
$352K - $385K
|
10.4K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
596+ 6.16% |
$22.3K - $24.3K
|
10.3K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.4K- 5.25% |
$500K - $547K
|
242K
$9.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.6K+ 128.84% |
$996K - $1.09M
|
47.3K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.9K- 68.25% |
$630K - $689K
|
7.84K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.46K+ 6.73% |
$92K - $101K
|
39.1K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.5KNew |
$1.96M - $2.15M
|
52.5K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
195K+ 40.83% |
$7.27M - $7.95M
|
671K
$27.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-286- 0.88% |
$10.7K - $11.7K
|
32.4K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
68.5K+ 44.57% |
$2.56M - $2.8M
|
222K
$9.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
250+ 56.31% |
$9.34K - $10.2K
|
694
$28.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
717+ 4.35% |
$26.8K - $29.3K
|
17.2K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18K- 8.82% |
$671K - $733K
|
186K
$7.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
500New |
$18.7K - $20.4K
|
500
$20.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.5K+ 29.53% |
$878K - $960K
|
103K
$4.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.97KNew |
$372K - $407K
|
9.97K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
295+ 4.42% |
$11K - $12.1K
|
6.97K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.4K+ 115.03% |
$986K - $1.08M
|
49.3K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37K- 57.43% |
$1.38M - $1.51M
|
27.4K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.87K+ 6.33% |
$107K - $117K
|
48.2K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.96K+ 28.46% |
$297K - $325K
|
35.9K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-63.9K- 5.69% |
$2.39M - $2.61M
|
1.06M
$43M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.2K+ 5.34% |
$1.5M - $1.64M
|
793K
$32.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.67% |
$561 - $613
|
2.27K
$92.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.32K- 20.93% |
$86.7K - $94.8K
|
8.77K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-35- 0.21% |
$1.31K - $1.43K
|
16.4K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.64K+ 2.99% |
$173K - $189K
|
159K
$6.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
50+ 0.62% |
$1.87K - $2.04K
|
8.06K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.12KNew |
$41.9K - $45.8K
|
1.12K
$45.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29+ 1.14% |
$1.08K - $1.18K
|
2.56K
$104K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-50- 0.79% |
$1.87K - $2.04K
|
6.32K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-265- 3.58% |
$9.9K - $10.8K
|
7.13K
$290K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34K+ 32.72% |
$50.2K - $54.9K
|
5.45K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
9+ 0.15% |
$336 - $368
|
5.93K
$241K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.5KNew |
$1.03M - $1.12M
|
27.5K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-513- 0.26% |
$19.2K - $21K
|
198K
$8.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.75K- 9.06% |
$178K - $194K
|
47.7K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.06K- 2.9% |
$115K - $125K
|
103K
$4.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.2KNew |
$381K - $416K
|
10.2K
$414K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
15.1KNew |
$562K - $615K
|
15.1K
$612K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.8K- 5.63% |
$480K - $525K
|
215K
$8.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-6.2K- 70.45% |
$232K - $253K
|
2.6K
$106K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.03K- 13.92% |
$76K - $83K
|
12.6K
$511K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 25.31% |
$48.3K - $52.8K
|
6.4K
$260K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-482- 0.8% |
$18K - $19.7K
|
59.8K
$2.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.72K+ 27.47% |
$288K - $315K
|
35.8K
$1.46M
|