Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.21K- 0.1% |
$41.8K - $44.7K
|
1.19M
$46M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.4K- 17.86% |
$48.4K - $51.7K
|
6.45K
$250K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.63K- 17.8% |
$56.3K - $60.1K
|
7.53K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.77K- 8.93% |
$61K - $65.2K
|
18K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.97K- 4.67% |
$68K - $72.6K
|
40.2K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.6K- 1.57% |
$89.8K - $95.9K
|
163K
$6.34M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.63K- 30.97% |
$125K - $134K
|
8.1K
$314K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-4.48K- 22.19% |
$155K - $165K
|
15.7K
$610K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-5.07K- 39.46% |
$175K - $187K
|
7.78K
$302K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.08K- 97.11% |
$175K - $187K
|
151
$5.86K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.27K- 48.55% |
$182K - $194K
|
5.59K
$217K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.29K- 29.08% |
$217K - $232K
|
15.3K
$595K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.51K- 16.44% |
$225K - $240K
|
33.1K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.91K- 17.74% |
$273K - $292K
|
36.7K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.64K- 44.22% |
$298K - $319K
|
10.9K
$423K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.71K- 17.67% |
$301K - $321K
|
40.6K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.25K- 25.97% |
$319K - $341K
|
26.4K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.4K- 14.64% |
$427K - $456K
|
72.2K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.7K- 47.23% |
$541K - $578K
|
17.5K
$679K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.8K- 15.79% |
$648K - $692K
|
100K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19K- 3.2% |
$655K - $700K
|
575K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.9K- 30.94% |
$1.17M - $1.25M
|
75.7K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.4K- 34.17% |
$1.7M - $1.82M
|
95.1K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-53.2K- 45.5% |
$1.84M - $1.96M
|
63.7K
$2.47M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.4K- 20.91% |
$1.91M - $2.04M
|
210K
$8.14M
|
|
|
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
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-76.9K- 66.34% |
$2.66M - $2.84M
|
39K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-77.8K- 55.72% |
$2.69M - $2.87M
|
61.8K
$2.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.5K- 17.03% |
$2.81M - $3M
|
397K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-151K- 12.36% |
$5.2M - $5.55M
|
1.07M
$41.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-159K- 12.17% |
$5.49M - $5.86M
|
1.15M
$44.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-159K- 12.17% |
$5.49M - $5.86M
|
1.15M
$44.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-224K- 45.0% |
$7.74M - $8.27M
|
274K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.25M- 83.17% |
$43M - $45.9M
|
252K
$9.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.97M- 80.69% |
$102M - $109M
|
711K
$27.6M
|