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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-4.32K- 2.94% |
$162K - $177K
|
143K
$5.76M
|
|
|
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
|
Ifg Advisory, LLC
|
BUY
|
- |
5.88K+ 10.81% |
$220K - $241K
|
60.3K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.87K+ 0.38% |
$107K - $118K
|
753K
$30.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.3K- 5.39% |
$424K - $464K
|
198K
$8.02M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
31.5KNew |
$1.18M - $1.29M
|
31.5K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.16K+ 10.93% |
$193K - $212K
|
52.4K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.11KNew |
$191K - $210K
|
5.11K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.59K- 1.65% |
$97.1K - $106K
|
155K
$6.25M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50New |
$1.87K - $2.05K
|
50
$2.02K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
44+ 0.95% |
$1.65K - $1.8K
|
4.66K
$188K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.41K- 1.31% |
$52.7K - $57.8K
|
106K
$4.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.25K- 4.25% |
$46.7K - $51.2K
|
28.1K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.68KNew |
$250K - $274K
|
6.68K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
210+ 16.72% |
$7.86K - $8.61K
|
1.47K
$59.2K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.51KNew |
$56.7K - $62.1K
|
1.51K
$61.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
16KNew |
$599K - $656K
|
16K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.25K- 8.11% |
$122K - $133K
|
36.9K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
14+ 0.24% |
$524 - $574
|
5.92K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.89K- 3.15% |
$70.8K - $77.6K
|
58.1K
$2.35M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.8K- 43.17% |
$1.06M - $1.15M
|
36.6K
$1.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-28- 8.12% |
$1.07K - $1.16K
|
317
$12.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
28.4K+ 284.37% |
$1.09M - $1.17M
|
38.4K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
300New |
$11.5K - $12.4K
|
300
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
257New |
$9.84K - $10.6K
|
257
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.4K- 63.62% |
$1.09M - $1.17M
|
16.2K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-744- 4.78% |
$28.5K - $30.7K
|
14.8K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$1.25M - $1.35M
|
32.7K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-929- 58.1% |
$35.6K - $38.3K
|
670
$27.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
262+ 37.97% |
$10K - $10.8K
|
952
$38.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8New |
$306 - $330
|
8
$323
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
7.57KNew |
$290K - $312K
|
7.57K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$48.1K - $51.8K
|
1.26K
$50.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
29New |
$1.11K - $1.2K
|
29
$1.17K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29.3KNew |
$1.12M - $1.21M
|
29.3K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11New |
$421 - $454
|
11
$444
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
8.8KNew |
$337K - $363K
|
8.8K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-239- 0.71% |
$9.15K - $9.86K
|
33.6K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 0.39% |
$383 - $413
|
2.53K
$102K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5K- 59.82% |
$191K - $206K
|
3.36K
$136K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-250- 1.85% |
$9.57K - $10.3K
|
13.3K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
481+ 7.91% |
$18.4K - $19.8K
|
6.56K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.87K- 94.49% |
$263K - $283K
|
400
$16.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.75% |
$76.6 - $82.5
|
269
$10.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.43KNew |
$284K - $306K
|
7.43K
$300K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-100- 15.63% |
$3.55K - $4.07K
|
540
$21.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.96KNew |
$176K - $202K
|
4.96K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.9K+ 78.18% |
$850K - $975K
|
54.6K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.18K- 11.21% |
$41.8K - $48K
|
9.34K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
364+ 6066.67% |
$12.9K - $14.8K
|
370
$14.9K
|
|