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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.1KNew |
$330K - $371K
|
10.1K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
190New |
$6.21K - $6.98K
|
190
$7.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.35K- 79.48% |
$44.1K - $49.6K
|
348
$13.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.59K- 42.07% |
$150K - $169K
|
6.32K
$246K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.05K- 3.31% |
$198K - $222K
|
177K
$6.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.29KNew |
$206K - $231K
|
6.29K
$245K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-280- 4.69% |
$9.15K - $10.3K
|
5.69K
$222K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.65KNew |
$185K - $208K
|
5.65K
$220K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.74K- 5.69% |
$56.8K - $63.9K
|
28.8K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-14.1K- 67.58% |
$459K - $517K
|
6.74K
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-610K- 96.84% |
$19.9M - $22.4M
|
19.9K
$775K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.18% |
$98 - $110
|
258
$10K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
2.25K+ 2.03% |
$73.4K - $82.6K
|
113K
$4.4M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.08KNew |
$36.4K - $41.5K
|
1.08K
$42K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-97- 21.95% |
$3.28K - $3.73K
|
345
$13.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.7KNew |
$1.31M - $1.49M
|
38.7K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200New |
$6.75K - $7.7K
|
200
$7.79K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-123- 2.0% |
$4.15K - $4.74K
|
6.02K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
11.5K+ 47.59% |
$387K - $441K
|
35.5K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5- 0.08% |
$169 - $193
|
6.27K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.64KNew |
$224K - $256K
|
6.64K
$259K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
6.02KNew |
$203K - $232K
|
6.02K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-511- 5.63% |
$17.3K - $19.7K
|
8.57K
$334K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-750- 81.97% |
$25.3K - $28.9K
|
165
$6.43K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.81KNew |
$264K - $301K
|
7.81K
$304K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
196+ 2.95% |
$6.62K - $7.55K
|
6.85K
$267K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.63KNew |
$88.7K - $101K
|
2.63K
$102K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.4K+ 23.17% |
$47.3K - $54K
|
7.45K
$290K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.68KNew |
$201K - $215K
|
5.68K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.6M- 99.95% |
$56.5M - $60.4M
|
857
$33.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.4KNew |
$1.11M - $1.19M
|
31.4K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
14.9KNew |
$528K - $565K
|
14.9K
$582K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.6KNew |
$659K - $705K
|
18.6K
$726K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-592- 2.68% |
$20.9K - $22.4K
|
21.5K
$838K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-36.5K- 83.67% |
$1.29M - $1.38M
|
7.11K
$277K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 5.36% |
$425 - $468
|
236
$9.19K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
2K+ 17.54% |
$70.8K - $78.1K
|
13.4K
$522K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
365New |
$12.9K - $14.2K
|
365
$14.2K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150New |
$5.31K - $5.86K
|
150
$5.84K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
580New |
$20.5K - $22.6K
|
580
$22.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
47New |
$1.66K - $1.83K
|
47
$1.83K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.1K- 15.46% |
$38.8K - $42.8K
|
6K
$234K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-391- 8.51% |
$13.2K - $15.3K
|
4.21K
$164K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4.46KNew |
$150K - $175K
|
4.46K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.9KNew |
$368K - $427K
|
10.9K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8New |
$270 - $313
|
8
$312
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$47.2K - $54.8K
|
1.4K
$54.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
358New |
$12.1K - $14K
|
358
$13.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5.42KNew |
$183K - $212K
|
5.42K
$211K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.39KNew |
$182K - $211K
|
5.39K
$210K
|
|