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 86 institutions that hold shares in the stock, with a total of 7.89 Million shares, which have been reported (via 13F filing form) to have a value of $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
540
shares
|
$20,622
0.0% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
444
shares
|
$16,956
0.0% of portfolio
|
Q4 2023
Added 43.53%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
370
shares
|
$14,130
0.0% of portfolio
|
Q3 2024
Added 6066.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
345
shares
|
$13,175
0.0% of portfolio
|
Q3 2023
Reduced 21.95%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
267
shares
|
$10,196
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
250
shares
|
$9,547
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
184
shares
|
$7,026
0.0% of portfolio
|
Q2 2024
Added 21.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
165
shares
|
$6,301
0.0% of portfolio
|
Q3 2023
Reduced 81.97%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
144
shares
|
$5,499
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
3
shares
|
$114
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|