Purchases and Sales Made in Q2 2023 in Franklin International Low Vol (LVHI)
This table provides information about the institutional ownership of Franklin International Low Vol (LVHI) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.86K+ 5.19% |
$49.5K - $51.9K
|
37.7K
$1.17M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.74K+ 497.14% |
$46.3K - $48.5K
|
2.09K
$64.7K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.48K+ 2.73% |
$39.3K - $41.2K
|
55.5K
$1.72M
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.46K+ 5.6% |
$38.9K - $40.7K
|
27.5K
$852K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.3K+ 33.65% |
$34.7K - $36.3K
|
5.17K
$160K
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
940+ 2.66% |
$25K - $26.2K
|
36.3K
$1.12M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
768+ 4.27% |
$20.4K - $21.4K
|
18.8K
$581K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
675+ 79.41% |
$18K - $18.8K
|
1.53K
$47.2K
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
555New |
$14.8K - $15.5K
|
555
$17.2K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
452+ 4.18% |
$12K - $12.6K
|
11.3K
$349K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
401New |
$10.7K - $11.2K
|
401
$12.4K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
350New |
$9.32K - $9.76K
|
350
$10.8K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
279+ 2.54% |
$7.43K - $7.78K
|
11.2K
$348K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
137New |
$3.65K - $3.82K
|
137
$4.24K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$2.66K - $2.79K
|
100
$3.09K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
69New |
$1.84K - $1.92K
|
69
$2.13K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10New |
$266 - $279
|
10
$309
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 0.96% |
$240 - $251
|
951
$29.4K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-55- 0.07% |
$1.46K - $1.53K
|
76.1K
$2.35M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-122- 28.5% |
$3.25K - $3.4K
|
306
$9.47K
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-344- 0.98% |
$9.16K - $9.59K
|
34.7K
$1.07M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-370- 0.55% |
$9.85K - $10.3K
|
66.3K
$2.05M
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-640- 1.96% |
$17K - $17.8K
|
32K
$989K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-892- 1.84% |
$23.7K - $24.9K
|
47.6K
$1.47M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.01K- 3.01% |
$26.8K - $28.1K
|
32.4K
$1M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.55K- 16.71% |
$41.3K - $43.2K
|
7.73K
$239K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.36K- 18.57% |
$89.4K - $93.7K
|
14.7K
$456K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.15K- 30.83% |
$137K - $143K
|
11.5K
$357K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.9K- 31.74% |
$370K - $388K
|
29.9K
$926K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.4K- 22.52% |
$464K - $486K
|
60K
$1.86M
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-20.6K- 21.8% |
$547K - $573K
|
73.7K
$2.28M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-66.5K- 29.57% |
$1.77M - $1.85M
|
158K
$4.9M
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-71.7K- 16.21% |
$1.91M - $2M
|
371K
$11.5M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-302K- 48.69% |
$8.04M - $8.42M
|
318K
$9.84M
|