Latest Institutional Transactions on Franklin International Low Vol (LVHI)
This table provides information on the latest institutional transactions involving Franklin International Low Vol (LVHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-791- 2.29% |
$21.7K - $23.6K
|
33.7K
$1.01M
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$220 - $239
|
13K
$391K
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
11.8K+ 8.45% |
$325K - $353K
|
152K
$4.57M
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
425KNew |
$11.7M - $12.7M
|
425K
$12.8M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
63.2K+ 57.24% |
$1.73M - $1.89M
|
174K
$5.22M
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-1.31K- 3.29% |
$35.9K - $39K
|
38.4K
$1.15M
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.09K+ 31.14% |
$28.7K - $31K
|
4.58K
$138K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.5KNew |
$251K - $271K
|
9.5K
$286K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.94K- 40.21% |
$130K - $141K
|
7.34K
$221K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.55K- 15.04% |
$41K - $44.3K
|
8.78K
$264K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
110KNew |
$2.9M - $3.13M
|
110K
$3.3M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.81KNew |
$180K - $194K
|
6.81K
$205K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.78K- 17.77% |
$99.6K - $108K
|
17.5K
$525K
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-88- 15.86% |
$2.32K - $2.51K
|
467
$14K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 23.81% |
$1.32K - $1.43K
|
260
$7.82K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-42- 13.73% |
$1.11K - $1.2K
|
264
$7.94K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.31K+ 4.37% |
$34.6K - $37.3K
|
31.3K
$940K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
579+ 1.22% |
$15.3K - $16.5K
|
47.9K
$1.44M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
585New |
$15.5K - $16.4K
|
585
$17.6K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
830+ 10.74% |
$22.1K - $23.2K
|
8.56K
$257K
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
3.23K+ 21.63% |
$85.7K - $90.2K
|
18.1K
$546K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44KNew |
$38.2K - $40.2K
|
1.44K
$43.2K
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.79KNew |
$207K - $218K
|
7.79K
$234K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.1KNew |
$295K - $310K
|
11.1K
$334K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15New |
$399 - $420
|
15
$451
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
425+ 1.17% |
$11.3K - $11.9K
|
36.7K
$1.1M
|
|
Q2 2023 | |||||||
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10New |
$266 - $279
|
10
$301
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7.08K+ 4.71% |
$188K - $197K
|
157K
$4.73M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
7.08K+ 4.71% |
$188K - $197K
|
157K
$4.73M
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.46KNew |
$172K - $180K
|
6.46K
$194K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
110K+ 48.95% |
$2.92M - $3.06M
|
333K
$10M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
69New |
$1.84K - $1.92K
|
69
$2.07K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
137New |
$3.65K - $3.82K
|
137
$4.12K
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-71.7K- 16.21% |
$1.91M - $2M
|
371K
$11.2M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 1.82% |
$259 - $273
|
558
$16.8K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
239KNew |
$6.19M - $6.51M
|
239K
$7.19M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 17.48% |
$647 - $681
|
118
$3.55K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
33.6KNew |
$806K - $909K
|
33.6K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
24.5KNew |
$587K - $663K
|
24.5K
$735K
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12KNew |
$288K - $325K
|
12K
$361K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
652+ 100.0% |
$15.7K - $17.7K
|
1.3K
$39.2K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.47K+ 5.69% |
$35.2K - $39.7K
|
27.2K
$819K
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
36.7KNew |
$881K - $994K
|
36.7K
$1.1M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
17.5K+ 16.6% |
$421K - $475K
|
123K
$3.7M
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.4K+ 23.47% |
$82K - $90.6K
|
17.9K
$538K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
630New |
$15.2K - $16.8K
|
630
$18.9K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.78KNew |
$42.8K - $47.3K
|
1.78K
$53.4K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-926KClosed |
$23.6M - $25.8M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.39KNew |
$35.4K - $38.8K
|
1.39K
$41.8K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-10Closed |
$254 - $267
|
0
$0
|