Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$98 - $110
|
3
$117
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.17% |
$98 - $110
|
259
$10.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-100- 2.12% |
$3.27K - $3.68K
|
4.61K
$180K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-231- 0.85% |
$7.55K - $8.49K
|
26.9K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-232- 10.09% |
$7.58K - $8.53K
|
2.07K
$80.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-280- 4.69% |
$9.15K - $10.3K
|
5.69K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-310- 1.08% |
$10.1K - $11.4K
|
28.3K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-324- 0.76% |
$10.6K - $11.9K
|
42.5K
$1.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-396- 6.46% |
$12.9K - $14.6K
|
5.74K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-400- 2.87% |
$13.1K - $14.7K
|
13.5K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-689- 10.74% |
$22.5K - $25.3K
|
5.73K
$224K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-750- 8.71% |
$24.5K - $27.6K
|
7.86K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-752- 3.35% |
$24.6K - $27.6K
|
21.7K
$848K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-932- 4.13% |
$30.5K - $34.3K
|
21.6K
$846K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.04K- 2.46% |
$34K - $38.3K
|
41.3K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.35K- 79.48% |
$44.1K - $49.6K
|
348
$13.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.66K- 4.59% |
$54.2K - $61K
|
34.5K
$1.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.74K- 5.69% |
$56.8K - $63.9K
|
28.8K
$1.13M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.97K- 9.17% |
$64.3K - $72.3K
|
19.5K
$763K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.69K- 14.39% |
$87.8K - $98.8K
|
16K
$626K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.06K- 94.88% |
$133K - $149K
|
219
$8.57K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.24K- 28.3% |
$139K - $156K
|
10.8K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.59K- 42.07% |
$150K - $169K
|
6.32K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.77K- 0.4% |
$156K - $175K
|
1.19M
$46.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.93K- 31.22% |
$161K - $181K
|
10.9K
$425K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.99K- 46.55% |
$196K - $220K
|
6.87K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.05K- 3.31% |
$198K - $222K
|
177K
$6.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.28K- 37.24% |
$205K - $231K
|
10.6K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.64K- 16.68% |
$217K - $244K
|
33.2K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.74K- 22.84% |
$285K - $321K
|
29.5K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-9.01K- 15.61% |
$294K - $331K
|
48.7K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.38K- 9.99% |
$306K - $345K
|
84.5K
$3.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.3K- 9.81% |
$368K - $414K
|
104K
$4.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-14.1K- 67.58% |
$459K - $517K
|
6.74K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-17.8K- 70.01% |
$581K - $654K
|
7.62K
$298K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-20.6K- 17.81% |
$674K - $758K
|
95.1K
$3.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.6K- 5.27% |
$869K - $977K
|
478K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.6K- 13.14% |
$1.03M - $1.16M
|
209K
$8.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-31.9K- 8.39% |
$1.04M - $1.17M
|
348K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.7K- 25.59% |
$1.23M - $1.39M
|
110K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.5K- 27.12% |
$1.42M - $1.6M
|
117K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.4K- 4.27% |
$1.78M - $2M
|
1.22M
$47.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.8K- 36.34% |
$2.22M - $2.49M
|
119K
$4.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-76.3K- 3.95% |
$2.49M - $2.8M
|
1.86M
$72.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-100K- 40.91% |
$3.28M - $3.68M
|
145K
$5.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-148K- 19.91% |
$4.82M - $5.43M
|
594K
$23.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-167K- 4.35% |
$5.46M - $6.15M
|
3.68M
$144M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-264K- 16.8% |
$8.62M - $9.7M
|
1.31M
$51.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-516K- 25.62% |
$16.9M - $19M
|
1.5M
$58.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-610K- 96.84% |
$19.9M - $22.4M
|
19.9K
$778K
|