Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
55K+ 5.55% |
$2.06M - $2.26M
|
1.05M
$42.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.3K+ 172.02% |
$1.88M - $2.06M
|
79.6K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
31.5KNew |
$1.18M - $1.29M
|
31.5K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.1K+ 64.0% |
$941K - $1.03M
|
64.4K
$2.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.4K+ 4049.01% |
$838K - $918K
|
22.9K
$927K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
16KNew |
$599K - $656K
|
16K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16K+ 182.57% |
$598K - $655K
|
24.7K
$998K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.86KNew |
$257K - $281K
|
6.86K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.68KNew |
$250K - $274K
|
6.68K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.67KNew |
$250K - $274K
|
6.67K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.42K+ 41.38% |
$240K - $263K
|
21.9K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.23K+ 1.32% |
$233K - $256K
|
477K
$19.3M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.88K+ 10.81% |
$220K - $241K
|
60.3K
$2.44M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.16K+ 10.93% |
$193K - $212K
|
52.4K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.11KNew |
$191K - $210K
|
5.11K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.13K+ 39.46% |
$155K - $169K
|
14.6K
$590K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.87K+ 0.38% |
$107K - $118K
|
753K
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.79K+ 33.59% |
$104K - $114K
|
11.1K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.95K+ 7.49% |
$72.9K - $79.9K
|
28K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.51KNew |
$56.7K - $62.1K
|
1.51K
$61.2K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.01K+ 2.28% |
$37.9K - $41.5K
|
45.3K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
753+ 4.31% |
$28.2K - $30.9K
|
18.2K
$736K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
473New |
$17.7K - $19.4K
|
473
$19.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
330+ 1.89% |
$12.4K - $13.5K
|
17.8K
$719K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
274New |
$10.3K - $11.2K
|
274
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
228New |
$8.54K - $9.35K
|
228
$9.21K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
210+ 16.72% |
$7.86K - $8.61K
|
1.47K
$59.2K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
132+ 1.82% |
$4.94K - $5.41K
|
7.39K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55+ 0.15% |
$2.06K - $2.26K
|
36.6K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50New |
$1.87K - $2.05K
|
50
$2.02K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45+ 0.27% |
$1.68K - $1.85K
|
16.5K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
44+ 0.95% |
$1.65K - $1.8K
|
4.66K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32+ 0.1% |
$1.2K - $1.31K
|
32.7K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 1.03% |
$861 - $943
|
2.25K
$91.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
16+ 0.36% |
$599 - $656
|
4.51K
$182K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
14+ 0.24% |
$524 - $574
|
5.92K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.08% |
$187 - $205
|
6.58K
$266K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 1.38% |
$74.9 - $82
|
147
$5.94K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-183- 1.1% |
$6.85K - $7.51K
|
16.4K
$664K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-220- 1.74% |
$8.24K - $9.02K
|
12.5K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-472- 0.04% |
$17.7K - $19.4K
|
1.12M
$45.4M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-507- 7.38% |
$19K - $20.8K
|
6.37K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600- 32.43% |
$22.5K - $24.6K
|
1.25K
$50.5K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-930- 4.3% |
$34.8K - $38.1K
|
20.7K
$835K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.25K- 4.25% |
$46.7K - $51.2K
|
28.1K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.41K- 1.31% |
$52.7K - $57.8K
|
106K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.79K- 9.12% |
$66.9K - $73.3K
|
17.8K
$720K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 30.51% |
$67.5K - $73.9K
|
4.1K
$166K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.89K- 3.15% |
$70.8K - $77.6K
|
58.1K
$2.35M
|