Institutional Ownership Franklin U.S. Low Volatility H (LVHD)
This table provides information about the institutional ownership of Franklin U.S. Low Volatility H (LVHD). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $382 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
63,705
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2024
Reduced 45.5%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
63,424
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2024
Added 12.2%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
61,849
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 55.72%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
50,077
shares
|
$1.79 Million
0.06% of portfolio
|
Q1 2024
Added 2.81%
|
|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
48,977
shares
|
$1.75 Million
0.14% of portfolio
|
Q1 2024
Added 5.22%
|
|
Xml Financial, LLC
|
May 15, 2024 Q1 2024 |
46,202
shares
|
$1.65 Million
0.18% of portfolio
|
Q1 2024
Added 11.76%
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
42,136
shares
|
$1.5 Million
0.61% of portfolio
|
Q1 2024
Added 2.57%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
41,648
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
40,609
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.67%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
40,154
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2024 Q1 2024 |
37,970
shares
|
$1.35 Million
0.29% of portfolio
|
Q1 2024
Added 9.98%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
36,675
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2024
Reduced 17.74%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
27,130
shares
|
$967,184
0.0% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
26,631
shares
|
$949,395
0.05% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
26,365
shares
|
$939,912
0.0% of portfolio
|
Q1 2024
Reduced 25.97%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
23,069
shares
|
$822,409
0.0% of portfolio
|
Q1 2024
Added 118.0%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
21,246
shares
|
$757,419
0.01% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
18,559
shares
|
$661,628
0.07% of portfolio
|
Q1 2024
Added 1.52%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
18,034
shares
|
$642,912
0.0% of portfolio
|
Q1 2024
Reduced 8.93%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
16,225
shares
|
$578,421
0.01% of portfolio
|
Q1 2024
Added 1.46%
|
|
Apexium Financial, LP
|
Apr 19, 2024 Q1 2024 |
15,709
shares
|
$560,025
0.05% of portfolio
|
Q1 2024
Reduced 22.19%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
May 15, 2024 Q1 2024 |
15,708
shares
|
$559,990
0.03% of portfolio
|
Q2 2019
New holding
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
15,337
shares
|
$546,764
0.01% of portfolio
|
Q1 2024
Reduced 29.08%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
15,193
shares
|
$541,630
0.0% of portfolio
|
Q1 2024
Added 10.05%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 15, 2024 Q1 2024 |
13,699
shares
|
$488,369
0.02% of portfolio
|
Q1 2024
Added 27.42%
|