Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
124K+ 3971.99% |
$4.38M - $5.03M
|
127K
$4.96M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
33.8KNew |
$1.2M - $1.38M
|
33.8K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.9K+ 78.18% |
$850K - $975K
|
54.6K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8K+ 142.35% |
$703K - $806K
|
33.7K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.9K+ 66.75% |
$634K - $727K
|
44.6K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.81K+ 4.4% |
$313K - $359K
|
209K
$8.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.48KNew |
$195K - $223K
|
5.48K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.37KNew |
$190K - $218K
|
5.37K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.96KNew |
$176K - $202K
|
4.96K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.78K+ 8.57% |
$170K - $195K
|
60.6K
$2.37M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.78K+ 8.57% |
$170K - $195K
|
60.6K
$2.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.55K+ 119.68% |
$162K - $185K
|
8.36K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
4.36K+ 3.09% |
$155K - $178K
|
146K
$5.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.08K+ 8.26% |
$145K - $166K
|
53.4K
$2.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.69K+ 5.77% |
$95.4K - $109K
|
49.3K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.62K+ 6.65% |
$93K - $107K
|
42K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.21K+ 14.64% |
$78.3K - $89.9K
|
17.3K
$677K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.8K+ 23.72% |
$64K - $73.4K
|
9.4K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.27K+ 6.63% |
$45.1K - $51.8K
|
20.4K
$801K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.26KNew |
$44.6K - $51.1K
|
1.26K
$49.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
973+ 32.95% |
$34.5K - $39.6K
|
3.93K
$154K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
935+ 0.96% |
$33.2K - $38.1K
|
98.6K
$3.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
547+ 6.15% |
$19.4K - $22.3K
|
9.44K
$370K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
478+ 3.17% |
$17K - $19.5K
|
15.6K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
389+ 2.56% |
$13.8K - $15.8K
|
15.6K
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
364+ 6066.67% |
$12.9K - $14.8K
|
370
$14.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
250New |
$8.87K - $10.2K
|
250
$9.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
190+ 4.48% |
$6.74K - $7.74K
|
4.43K
$174K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
180+ 2.54% |
$6.39K - $7.33K
|
7.27K
$285K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 0.96% |
$745 - $855
|
2.21K
$86.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.03% |
$497 - $570
|
40.6K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.14% |
$106 - $122
|
267
$10.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 1.41% |
$71 - $81.4
|
144
$5.64K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 0.2% |
$426 - $489
|
5.94K
$233K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-28- 1.09% |
$994 - $1.14K
|
2.54K
$99.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-34- 0.54% |
$1.21K - $1.38K
|
6.28K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-100- 15.63% |
$3.55K - $4.07K
|
540
$21.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 6.78% |
$7.1K - $8.14K
|
2.75K
$108K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-280- 3.88% |
$9.94K - $11.4K
|
6.94K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-438- 1.53% |
$15.5K - $17.8K
|
28.1K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-506- 42.31% |
$18K - $20.6K
|
690
$27K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-969- 0.61% |
$34.4K - $39.5K
|
157K
$6.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 5.84% |
$36.1K - $41.4K
|
16.4K
$642K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.03K- 2.74% |
$36.7K - $42.1K
|
36.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.18K- 11.21% |
$41.8K - $48K
|
9.34K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.2K- 42.89% |
$42.6K - $48.9K
|
1.6K
$62.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.21K- 1.84% |
$43.1K - $49.4K
|
64.7K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.24K- 5.93% |
$43.9K - $50.3K
|
19.6K
$769K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.25K- 9.26% |
$44.4K - $50.9K
|
12.3K
$480K
|