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 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.37KNew |
$190K - $218K
|
5.37K
$217K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
250New |
$8.87K - $10.2K
|
250
$10.1K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
124K+ 3971.99% |
$4.38M - $5.03M
|
127K
$5.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
935+ 0.96% |
$33.2K - $38.1K
|
98.6K
$3.98M
|
|
|
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
$2.58M
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
162New |
$5.65K - $5.99K
|
162
$6.54K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.97K- 75.56% |
$173K - $184K
|
1.61K
$65K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-415- 5.23% |
$14.5K - $15.3K
|
7.53K
$304K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.72K- 10.96% |
$60K - $63.6K
|
14K
$565K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 21.85% |
$1.15K - $1.22K
|
184
$7.43K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.01KNew |
$105K - $111K
|
3.01K
$122K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2- 1.21% |
$69.8 - $73.9
|
163
$6.59K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.01K- 36.77% |
$140K - $148K
|
6.9K
$279K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.68KNew |
$93.5K - $99K
|
2.68K
$108K
|
|
| Q1 2024 | |||||||
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.36K+ 32.64% |
$220K - $234K
|
25.8K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-76.9K- 66.34% |
$2.66M - $2.84M
|
39K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.51K- 16.44% |
$225K - $240K
|
33.1K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.96K+ 1807.76% |
$137K - $146K
|
4.18K
$169K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
213+ 3.75% |
$7.35K - $7.85K
|
5.89K
$238K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.17K+ 11.04% |
$40.3K - $43.1K
|
11.8K
$475K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 31.58% |
$1.24K - $1.33K
|
150
$6.06K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.29K- 29.08% |
$217K - $232K
|
15.3K
$620K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
103+ 0.11% |
$3.55K - $3.8K
|
95.2K
$3.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-299- 1.11% |
$10.3K - $11K
|
26.6K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.27K- 48.55% |
$182K - $194K
|
5.59K
$226K
|
|
| Q4 2023 | |||||||
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
148+ 43.53% |
$4.84K - $5.44K
|
488
$19.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
926+ 30866.67% |
$30.3K - $34K
|
929
$37.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17KNew |
$554K - $624K
|
17K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-689- 10.74% |
$22.5K - $25.3K
|
5.73K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.1KNew |
$330K - $371K
|
10.1K
$407K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
190New |
$6.21K - $6.98K
|
190
$7.68K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.35K- 79.48% |
$44.1K - $49.6K
|
348
$14.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.59K- 42.07% |
$150K - $169K
|
6.32K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.05K- 3.31% |
$198K - $222K
|
177K
$7.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.29KNew |
$206K - $231K
|
6.29K
$254K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-280- 4.69% |
$9.15K - $10.3K
|
5.69K
$230K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.65KNew |
$185K - $208K
|
5.65K
$228K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.74K- 5.69% |
$56.8K - $63.9K
|
28.8K
$1.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-14.1K- 67.58% |
$459K - $517K
|
6.74K
$272K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-610K- 96.84% |
$19.9M - $22.4M
|
19.9K
$803K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.18% |
$98 - $110
|
258
$10.4K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
2.25K+ 2.03% |
$73.4K - $82.6K
|
113K
$4.56M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.7KNew |
$1.31M - $1.49M
|
38.7K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200New |
$6.75K - $7.7K
|
200
$8.08K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-123- 2.0% |
$4.15K - $4.74K
|
6.02K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
11.5K+ 47.59% |
$387K - $441K
|
35.5K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.64KNew |
$224K - $256K
|
6.64K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5- 0.08% |
$169 - $193
|
6.27K
$253K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
6.02KNew |
$203K - $232K
|
6.02K
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-511- 5.63% |
$17.3K - $19.7K
|
8.57K
$346K
|
|