Purchases and Sales Made in Q1 2022 in Franklin U.S. Low Volatility H (LVHD)
This table provides information about the institutional ownership of Franklin U.S. Low Volatility H (LVHD) during Q1 2022. The information is specifically focused on institutions that hold shares of FRANKLIN U.S. LOW VOLATILITY H.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
446K+ 4267.32% |
$16.7M - $18M
|
457K
$17.7M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
208K+ 402.3% |
$7.79M - $8.37M
|
259K
$10.1M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
97.9K+ 9.02% |
$3.67M - $3.94M
|
1.18M
$45.9M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
66.8K+ 1046.4% |
$2.51M - $2.69M
|
73.2K
$2.84M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
47.4KNew |
$1.78M - $1.91M
|
47.4K
$1.84M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.5K+ 7.86% |
$1.18M - $1.27M
|
432K
$16.8M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.2K+ 68.16% |
$1.17M - $1.26M
|
77.1K
$2.99M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.4K+ 7.3% |
$954K - $1.02M
|
373K
$14.5M
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
17.7K+ 1.46% |
$664K - $712K
|
1.23M
$47.7M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.3K+ 23.44% |
$460K - $494K
|
64.6K
$2.51M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.4K+ 127.3% |
$427K - $458K
|
20.3K
$788K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7K+ 31.37% |
$402K - $431K
|
44.9K
$1.74M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 9.39% |
$380K - $408K
|
118K
$4.58M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
9.12K+ 19.91% |
$342K - $367K
|
54.9K
$2.13M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.25K+ 31.31% |
$272K - $292K
|
30.4K
$1.18M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
7.24KNew |
$272K - $291K
|
7.24K
$281K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
7.13K+ 2.07% |
$268K - $287K
|
351K
$13.6M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
5.98K+ 30.93% |
$224K - $241K
|
25.3K
$982K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.64KNew |
$212K - $227K
|
5.64K
$219K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
5.25KNew |
$197K - $211K
|
5.25K
$204K
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
5.18K+ 1.97% |
$194K - $209K
|
268K
$10.4M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.51K+ 1.19% |
$132K - $141K
|
299K
$11.6M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.99K+ 75.13% |
$112K - $120K
|
6.97K
$270K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.56K+ 21.56% |
$95.9K - $103K
|
14.4K
$559K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.94K+ 1.32% |
$72.9K - $78.2K
|
149K
$5.79M
|
|
Apr 28, 2022
Q1 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 0.78% |
$38.6K - $41.4K
|
133K
$5.16M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
812+ 6.73% |
$30.5K - $32.7K
|
12.9K
$500K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
713+ 1.79% |
$26.8K - $28.7K
|
40.6K
$1.57M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
694New |
$26K - $27.9K
|
694
$26.9K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
640+ 23.34% |
$24K - $25.8K
|
3.38K
$131K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
618+ 1.6% |
$23.2K - $24.9K
|
39.4K
$1.53M
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
375New |
$14.1K - $15.1K
|
375
$14.5K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
349+ 0.94% |
$13.1K - $14.1K
|
37.5K
$1.45M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
225New |
$8.44K - $9.06K
|
225
$8.73K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
170New |
$6.38K - $6.85K
|
170
$6.6K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
146+ 0.36% |
$5.48K - $5.88K
|
40.9K
$1.59M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
138New |
$5.18K - $5.56K
|
138
$5.35K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
115New |
$4.31K - $4.63K
|
115
$4.46K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
60+ 0.62% |
$2.25K - $2.42K
|
9.74K
$378K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
50+ 0.65% |
$1.88K - $2.01K
|
7.7K
$299K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
22+ 0.38% |
$825 - $886
|
5.77K
$224K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 0.7% |
$525 - $564
|
2.03K
$78.6K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 0.72% |
$225 - $242
|
836
$32.4K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6+ 1.35% |
$225 - $242
|
450
$17.5K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.11% |
$150 - $161
|
365
$14.2K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.58% |
$75 - $80.5
|
347
$13.5K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36Closed |
$1.35K - $1.45K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-75- 1.41% |
$2.81K - $3.02K
|
5.26K
$204K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-500- 8.03% |
$18.8K - $20.1K
|
5.73K
$222K
|