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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.51K- 1.6% |
$93.9K - $103K
|
154K
$6.21M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.59K- 1.65% |
$97.1K - $106K
|
155K
$6.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.25K- 8.11% |
$122K - $133K
|
36.9K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.39K- 6.06% |
$127K - $139K
|
52.6K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.66K- 27.48% |
$137K - $150K
|
9.67K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-3.92K- 8.78% |
$147K - $161K
|
40.7K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-4.32K- 2.94% |
$162K - $177K
|
143K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.61K- 2.68% |
$210K - $230K
|
203K
$8.22M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.86K- 11.36% |
$257K - $281K
|
53.5K
$2.16M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.31K- 93.76% |
$311K - $341K
|
553
$22.3K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.91K- 2.22% |
$333K - $365K
|
393K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.65K- 4.06% |
$361K - $396K
|
228K
$9.22M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.3K- 5.39% |
$424K - $464K
|
198K
$8.02M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-11.5K- 58.89% |
$430K - $471K
|
8.01K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.7K- 11.69% |
$1.26M - $1.38M
|
255K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-836K- 99.8% |
$31.3M - $34.3M
|
1.69K
$68.4K
|