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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.4K+ 23.17% |
$47.3K - $54K
|
7.45K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200New |
$6.75K - $7.7K
|
200
$8.13K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
196+ 2.95% |
$6.62K - $7.55K
|
6.85K
$278K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.4KNew |
$1.11M - $1.19M
|
31.4K
$1.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.6KNew |
$659K - $705K
|
18.6K
$758K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
14.9KNew |
$528K - $565K
|
14.9K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.68KNew |
$201K - $215K
|
5.68K
$231K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
2K+ 17.54% |
$70.8K - $78.1K
|
13.4K
$544K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
365New |
$12.9K - $14.2K
|
365
$14.8K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150New |
$5.31K - $5.86K
|
150
$6.09K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
47New |
$1.66K - $1.83K
|
47
$1.91K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 5.36% |
$425 - $468
|
236
$9.59K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.9KNew |
$368K - $427K
|
10.9K
$443K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
6KNew |
$202K - $235K
|
6K
$244K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.74KNew |
$194K - $225K
|
5.74K
$233K
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5.42KNew |
$183K - $212K
|
5.42K
$220K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4.46KNew |
$150K - $175K
|
4.46K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$47.2K - $54.8K
|
1.4K
$56.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$41.2K - $47.8K
|
1.22K
$49.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
725+ 12.35% |
$24.5K - $28.4K
|
6.6K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
358New |
$12.1K - $14K
|
358
$14.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
131New |
$4.42K - $5.13K
|
131
$5.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8New |
$270 - $313
|
8
$325
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 1.7% |
$202 - $235
|
358
$14.5K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2KNew |
$68.3K - $80.5K
|
2K
$81.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.76KNew |
$60K - $70.6K
|
1.76K
$71.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.36K+ 150.94% |
$46.6K - $54.8K
|
2.27K
$92.1K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
53.3KNew |
$1.91M - $2.19M
|
53.3K
$2.17M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.4KNew |
$50.1K - $57.6K
|
1.4K
$56.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
334New |
$11.9K - $13.7K
|
334
$13.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43New |
$1.54K - $1.77K
|
43
$1.75K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 0.72% |
$215 - $247
|
842
$34.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3New |
$107 - $123
|
3
$122
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
170New |
$6.38K - $6.85K
|
170
$6.91K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$1.26M - $1.34M
|
35K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
85New |
$3.06K - $3.25K
|
85
$3.45K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
8.15KNew |
$286K - $305K
|
8.15K
$331K
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
44New |
$1.54K - $1.64K
|
44
$1.79K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
368New |
$10.7K - $12.1K
|
368
$15K
|
|
| Q2 2019 | |||||||
|
Jul 25, 2019
Q2 2019
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15.7KNew |
N/A
|
15.7K
$638K
|
|
|
Jul 24, 2019
Q2 2019
|
Ellis Investment Partners, LLC
|
BUY
|
- |
500New |
N/A
|
500
$20.3K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
125KNew |
N/A
|
125K
$5.07M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
374New |
N/A
|
374
$15.2K
|
|