Latest Institutional Purchases of Franklin U.S. Low Volatility H (LVHD)
This list provides information on the latest institutional transactions involving Franklin U.S. Low Volatility H (LVHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
40.9KNew |
$1.53M - $1.67M
|
40.9K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.2K+ 5.34% |
$1.5M - $1.64M
|
793K
$32.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.5KNew |
$1.03M - $1.12M
|
27.5K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
15.1KNew |
$562K - $615K
|
15.1K
$612K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
12.7K+ 272.19% |
$474K - $518K
|
17.3K
$705K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
12KNew |
$449K - $491K
|
12K
$488K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.2KNew |
$381K - $416K
|
10.2K
$414K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.72K+ 27.47% |
$288K - $315K
|
35.8K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
6.82K+ 4.78% |
$255K - $279K
|
149K
$6.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.4KNew |
$239K - $262K
|
6.4K
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.71K+ 9.83% |
$213K - $233K
|
63.8K
$2.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.2KNew |
$194K - $212K
|
5.2K
$211K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.84K+ 72.43% |
$181K - $198K
|
11.5K
$468K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.64K+ 2.99% |
$173K - $189K
|
159K
$6.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.46K+ 20.35% |
$167K - $182K
|
26.4K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.83KNew |
$143K - $156K
|
3.83K
$156K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.77K+ 11.18% |
$141K - $154K
|
37.5K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.25K+ 153.48% |
$84.1K - $91.9K
|
3.72K
$151K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.42K+ 3.5% |
$53.2K - $58.2K
|
42.2K
$1.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34K+ 32.72% |
$50.2K - $54.9K
|
5.45K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 25.31% |
$48.3K - $52.8K
|
6.4K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.12KNew |
$41.9K - $45.8K
|
1.12K
$45.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
426+ 2.39% |
$15.9K - $17.4K
|
18.2K
$740K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
383New |
$14.3K - $15.6K
|
383
$15.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
301+ 204.76% |
$11.2K - $12.3K
|
448
$18.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
265New |
$9.9K - $10.8K
|
265
$10.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
198+ 4.39% |
$7.4K - $8.09K
|
4.71K
$191K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
168New |
$6.28K - $6.86K
|
168
$6.83K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
100New |
$3.74K - $4.09K
|
100
$4.06K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
50+ 0.62% |
$1.87K - $2.04K
|
8.06K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29+ 1.14% |
$1.08K - $1.18K
|
2.56K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.67% |
$561 - $613
|
2.27K
$92.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.08% |
$374 - $409
|
12.5K
$507K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
9+ 0.15% |
$336 - $368
|
5.93K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
55K+ 5.55% |
$2.06M - $2.26M
|
1.05M
$42.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.3K+ 172.02% |
$1.88M - $2.06M
|
79.6K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
31.5KNew |
$1.18M - $1.29M
|
31.5K
$1.28M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.4K+ 4049.01% |
$838K - $918K
|
22.9K
$932K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
16KNew |
$599K - $656K
|
16K
$650K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16K+ 182.57% |
$598K - $655K
|
24.7K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.86KNew |
$257K - $281K
|
6.86K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.67KNew |
$250K - $274K
|
6.67K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.23K+ 1.32% |
$233K - $256K
|
477K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.95K+ 7.49% |
$72.9K - $79.9K
|
28K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.51KNew |
$56.7K - $62.1K
|
1.51K
$61.5K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.01K+ 2.28% |
$37.9K - $41.5K
|
45.3K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
473New |
$17.7K - $19.4K
|
473
$19.2K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
274New |
$10.3K - $11.2K
|
274
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
228New |
$8.54K - $9.35K
|
228
$9.26K
|
|