Purchases and Sales Made in Q1 2025 in Franklin International Low Vol (LVHI)
This table provides information about the institutional ownership of Franklin International Low Vol (LVHI) during Q1 2025. The information is specifically focused on institutions that hold shares of FRANKLIN INTERNATIONAL LOW VOL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
40.6KNew |
$1.24M - $1.33M
|
40.6K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
40.5KNew |
$1.24M - $1.33M
|
40.5K
$1.32M
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
39.3KNew |
$1.2M - $1.29M
|
39.3K
$1.29M
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
37.9KNew |
$1.16M - $1.24M
|
37.9K
$1.24M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.6K+ 4.23% |
$1.06M - $1.14M
|
853K
$27.9M
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
28K+ 17.71% |
$855K - $919K
|
186K
$6.08M
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
27KNew |
$823K - $886K
|
27K
$882K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.1K+ 2.8% |
$766K - $824K
|
922K
$30.1M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
24.1KNew |
$734K - $790K
|
24.1K
$786K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22.9K+ 103.95% |
$701K - $754K
|
45K
$1.47M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.8K+ 20.83% |
$665K - $716K
|
126K
$4.13M
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
20.4K+ 66.4% |
$622K - $670K
|
51.1K
$1.67M
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
20.4KNew |
$622K - $669K
|
20.4K
$666K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.8K+ 8.46% |
$604K - $650K
|
254K
$8.29M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
18.4KNew |
$563K - $606K
|
18.4K
$603K
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
17.7KNew |
$541K - $582K
|
17.7K
$579K
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 86.22% |
$528K - $568K
|
37.4K
$1.22M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.1K+ 88.87% |
$523K - $563K
|
36.4K
$1.19M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
17K+ 599.33% |
$519K - $558K
|
19.8K
$648K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16K+ 7.94% |
$490K - $527K
|
218K
$7.13M
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
15.9K+ 4.45% |
$485K - $522K
|
373K
$12.2M
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
15.7KNew |
$479K - $515K
|
15.7K
$513K
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
15.3KNew |
$466K - $501K
|
15.3K
$499K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
14.2K+ 23.09% |
$434K - $467K
|
75.7K
$2.48M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
14.1K+ 45.32% |
$430K - $462K
|
45.1K
$1.48M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.1K+ 63.58% |
$429K - $462K
|
36.2K
$1.18M
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
13.3KNew |
$406K - $437K
|
13.3K
$435K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12.8K+ 3.92% |
$392K - $422K
|
340K
$11.1M
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
12.4K+ 108.34% |
$379K - $408K
|
23.9K
$780K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12.4KNew |
$378K - $407K
|
12.4K
$405K
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.1K+ 24.38% |
$370K - $398K
|
61.8K
$2.02M
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
12KNew |
$367K - $395K
|
12K
$393K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.8K+ 4.41% |
$361K - $388K
|
280K
$9.15M
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
11.5KNew |
$350K - $376K
|
11.5K
$374K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
11.4K+ 132.71% |
$349K - $375K
|
20K
$655K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
11KNew |
$336K - $362K
|
11K
$360K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
10.5K+ 130700.0% |
$319K - $343K
|
10.5K
$342K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$319K - $343K
|
10.5K
$342K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10.4KNew |
$317K - $341K
|
10.4K
$340K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$316K - $340K
|
10.3K
$338K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3KNew |
$315K - $339K
|
10.3K
$337K
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.82KNew |
$300K - $323K
|
9.82K
$321K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.54K+ 8.89% |
$291K - $313K
|
117K
$3.82M
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
9.5KNew |
$290K - $312K
|
9.5K
$310K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.97K+ 4.85% |
$274K - $295K
|
194K
$6.33M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.83K+ 23.31% |
$270K - $290K
|
46.7K
$1.53M
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8.8K+ 6.06% |
$269K - $289K
|
154K
$5.04M
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
8.72K+ 2.14% |
$266K - $286K
|
415K
$13.6M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
7.33KNew |
$224K - $241K
|
7.33K
$240K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.3K+ 40.65% |
$223K - $240K
|
25.3K
$826K
|