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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-500Closed |
$18.8K - $20.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.6KClosed |
$131K - $144K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-19Closed |
$688 - $761
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-695Closed |
$25.2K - $27.8K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.5KClosed |
$235K - $260K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.4KClosed |
$86.4K - $91.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
85New |
$3.06K - $3.25K
|
85
$3.43K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-325KClosed |
$11.7M - $12.4M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$1.26M - $1.34M
|
35K
$1.41M
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-24KClosed |
$842K - $897K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-210Closed |
$7.37K - $7.85K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.43KClosed |
$50.1K - $53.4K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
8.15KNew |
$286K - $305K
|
8.15K
$329K
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
44New |
$1.54K - $1.64K
|
44
$1.78K
|
|
| Q1 2021 | |||||||
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-200Closed |
$6.4K - $7.03K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-24.3KClosed |
$777K - $854K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-9.55KClosed |
$306K - $336K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-7.07KClosed |
$226K - $249K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 19, 2021
Q4 2020
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-300Closed |
$8.75K - $9.86K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
368New |
$10.7K - $12.1K
|
368
$14.9K
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-13.4KClosed |
$374K - $408K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-33.6KClosed |
$938K - $1.02M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.79K- 7.44% |
$43.6K - $57.1K
|
22.2K
$899K
|
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-8.94KClosed |
$218K - $286K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.82KClosed |
$191K - $250K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.23KClosed |
$201K - $263K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.21KClosed |
$53.8K - $70.5K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-582Closed |
$14.2K - $18.6K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14KClosed |
$340K - $446K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-60Closed |
$1.46K - $1.92K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$263K - $345K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-24.3KClosed |
$527K - $840K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-8.71KClosed |
$189K - $301K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-324Closed |
$7.03K - $11.2K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-613Closed |
$13.3K - $21.2K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-87.9KClosed |
$1.91M - $3.04M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-11.3KClosed |
$244K - $390K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Moneywise, Inc.
|
SELL
|
- |
-7.39KClosed |
$160K - $256K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.5KClosed |
$343K - $359K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-166Closed |
$5.44K - $5.69K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-7.55KClosed |
$247K - $259K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-15KClosed |
$491K - $514K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.4KClosed |
$409K - $416K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$13.2K - $13.4K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Sageworth Trust CO
|
SELL
|
- |
-1.4KClosed |
$46.2K - $47K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1KClosed |
$33K - $33.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-197KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15.7KNew |
N/A
|
15.7K
$635K
|
|
|
Jul 24, 2019
Q2 2019
|
Ellis Investment Partners, LLC
|
BUY
|
- |
500New |
N/A
|
500
$20.2K
|
|
|
Jul 23, 2019
Q2 2019
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-8.77KClosed |
N/A
|
0
$0
|
|