Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.97M- 80.69% |
$102M - $109M
|
711K
$25.3M
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.25M- 83.17% |
$43M - $45.9M
|
252K
$8.99M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-224K- 45.0% |
$7.74M - $8.27M
|
274K
$9.77M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-159K- 12.17% |
$5.49M - $5.86M
|
1.15M
$40.9M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-151K- 12.36% |
$5.2M - $5.55M
|
1.07M
$38.1M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.5K- 17.03% |
$2.81M - $3M
|
397K
$14.1M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-77.8K- 55.72% |
$2.69M - $2.87M
|
61.8K
$2.2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-76.9K- 66.34% |
$2.66M - $2.84M
|
39K
$1.39M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-67.8K- 46.86% |
$2.34M - $2.5M
|
76.9K
$2.74M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-53.2K- 45.5% |
$1.84M - $1.96M
|
63.7K
$2.27M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.4K- 34.17% |
$1.7M - $1.82M
|
95.1K
$3.39M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.9K- 30.94% |
$1.17M - $1.25M
|
75.7K
$2.7M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19K- 3.2% |
$655K - $700K
|
575K
$20.5M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.8K- 15.79% |
$648K - $692K
|
100K
$3.57M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.4K- 14.64% |
$427K - $456K
|
72.2K
$2.57M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.25K- 25.97% |
$319K - $341K
|
26.4K
$940K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.71K- 17.67% |
$301K - $321K
|
40.6K
$1.45M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.64K- 44.22% |
$298K - $319K
|
10.9K
$389K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.91K- 17.74% |
$273K - $292K
|
36.7K
$1.31M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.51K- 16.44% |
$225K - $240K
|
33.1K
$1.18M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.29K- 29.08% |
$217K - $232K
|
15.3K
$547K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.27K- 48.55% |
$182K - $194K
|
5.59K
$199K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.08K- 97.11% |
$175K - $187K
|
151
$5.38K
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-5.07K- 39.46% |
$175K - $187K
|
7.78K
$277K
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-4.48K- 22.19% |
$155K - $165K
|
15.7K
$560K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.63K- 30.97% |
$125K - $134K
|
8.1K
$289K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.6K- 1.57% |
$89.8K - $95.9K
|
163K
$5.82M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.97K- 4.67% |
$68K - $72.6K
|
40.2K
$1.43M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.77K- 8.93% |
$61K - $65.2K
|
18K
$643K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.63K- 17.8% |
$56.3K - $60.1K
|
7.53K
$268K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.4K- 17.86% |
$48.4K - $51.7K
|
6.45K
$230K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.21K- 0.1% |
$41.8K - $44.7K
|
1.19M
$42.3M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1.14K- 4.03% |
$39.3K - $42K
|
27.1K
$967K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.04K- 13.65% |
$35.9K - $38.3K
|
6.58K
$235K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-871- 42.14% |
$30.1K - $32.1K
|
1.2K
$42.6K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-864- 2.03% |
$29.8K - $31.8K
|
41.6K
$1.48M
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-765- 16.59% |
$26.4K - $28.2K
|
3.85K
$137K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-661- 9.62% |
$22.8K - $24.4K
|
6.21K
$221K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-419- 1.93% |
$14.5K - $15.4K
|
21.2K
$757K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-364- 68.81% |
$12.6K - $13.4K
|
165
$5.88K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 8.7% |
$10.4K - $11.1K
|
3.15K
$112K
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-299- 1.11% |
$10.3K - $11K
|
26.6K
$949K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-202- 7.28% |
$6.97K - $7.45K
|
2.57K
$91.7K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 1.24% |
$3.45K - $3.69K
|
7.94K
$283K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77- 1.25% |
$2.66K - $2.84K
|
6.08K
$217K
|
|
Q4 2023 | |||||||
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-610K- 96.84% |
$19.9M - $22.4M
|
19.9K
$709K
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-14.1K- 67.58% |
$459K - $517K
|
6.74K
$240K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.05K- 3.31% |
$198K - $222K
|
177K
$6.29M
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.59K- 42.07% |
$150K - $169K
|
6.32K
$225K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.74K- 5.69% |
$56.8K - $63.9K
|
28.8K
$1.03M
|