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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.69K+ 5.77% |
$95.4K - $109K
|
49.3K
$1.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.08K+ 8.26% |
$145K - $166K
|
53.4K
$2.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.58K- 7.53% |
$163K - $187K
|
56.3K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-28- 1.09% |
$994 - $1.14K
|
2.54K
$99K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.03% |
$497 - $570
|
40.6K
$1.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.21K+ 14.64% |
$78.3K - $89.9K
|
17.3K
$673K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.8K+ 23.72% |
$64K - $73.4K
|
9.4K
$366K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.92K- 1.4% |
$68K - $78.1K
|
135K
$5.26M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
124K+ 3971.99% |
$4.38M - $5.03M
|
127K
$4.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-969- 0.61% |
$34.4K - $39.5K
|
157K
$6.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.4K- 14.28% |
$1.36M - $1.57M
|
231K
$8.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
935+ 0.96% |
$33.2K - $38.1K
|
98.6K
$3.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.05K- 3.1% |
$72.7K - $83.4K
|
63.9K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.14% |
$106 - $122
|
267
$10.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-34- 0.54% |
$1.21K - $1.38K
|
6.28K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
180+ 2.54% |
$6.39K - $7.33K
|
7.27K
$283K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 1.41% |
$71 - $81.4
|
144
$5.61K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-779K- 40.61% |
$27.6M - $31.7M
|
1.14M
$44.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
973+ 32.95% |
$34.5K - $39.6K
|
3.93K
$153K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
162New |
$5.65K - $5.99K
|
162
$6.31K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.97K- 75.56% |
$173K - $184K
|
1.61K
$62.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.81K+ 16.52% |
$133K - $141K
|
26.9K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-415- 5.23% |
$14.5K - $15.3K
|
7.53K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.08% |
$174 - $185
|
6.02K
$234K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.72K- 10.96% |
$60K - $63.6K
|
14K
$545K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 21.85% |
$1.15K - $1.22K
|
184
$7.17K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.01KNew |
$105K - $111K
|
3.01K
$117K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.05KNew |
$141K - $150K
|
4.05K
$158K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2- 1.21% |
$69.8 - $73.9
|
163
$6.35K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.01K- 36.77% |
$140K - $148K
|
6.9K
$269K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.68KNew |
$93.5K - $99K
|
2.68K
$104K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-76.9K- 66.34% |
$2.66M - $2.84M
|
39K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.51K- 16.44% |
$225K - $240K
|
33.1K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.96K+ 1807.76% |
$137K - $146K
|
4.18K
$163K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
213+ 3.75% |
$7.35K - $7.85K
|
5.89K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.17K+ 11.04% |
$40.3K - $43.1K
|
11.8K
$458K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.63K- 30.97% |
$125K - $134K
|
8.1K
$315K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.29K- 29.08% |
$217K - $232K
|
15.3K
$597K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 31.58% |
$1.24K - $1.33K
|
150
$5.84K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
103+ 0.11% |
$3.55K - $3.8K
|
95.2K
$3.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77- 1.25% |
$2.66K - $2.84K
|
6.08K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-299- 1.11% |
$10.3K - $11K
|
26.6K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.27K- 48.55% |
$182K - $194K
|
5.59K
$218K
|
|
| Q4 2023 | |||||||
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
148+ 43.53% |
$4.84K - $5.44K
|
488
$19K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
926+ 30866.67% |
$30.3K - $34K
|
929
$36.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-689- 10.74% |
$22.5K - $25.3K
|
5.73K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.69K+ 19.57% |
$317K - $356K
|
59.2K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17KNew |
$554K - $624K
|
17K
$661K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-400- 2.87% |
$13.1K - $14.7K
|
13.5K
$526K
|
|