Purchases and Sales Made in Q3 2023 in Franklin International Low Vol (LVHI)
This table provides information about the institutional ownership of Franklin International Low Vol (LVHI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
707+ 2.18% |
$18.8K - $19.8K
|
33.1K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
585New |
$15.5K - $16.4K
|
585
$18.1K
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
425+ 1.17% |
$11.3K - $11.9K
|
36.7K
$1.14M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
299New |
$7.95K - $8.36K
|
299
$9.25K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
264+ 0.83% |
$7.02K - $7.38K
|
32.2K
$998K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
210New |
$5.58K - $5.87K
|
210
$6.5K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
200+ 13.11% |
$5.32K - $5.59K
|
1.73K
$53.4K
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
153+ 0.56% |
$4.07K - $4.28K
|
27.7K
$857K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
140+ 0.58% |
$3.72K - $3.92K
|
24.2K
$750K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
99+ 0.74% |
$2.63K - $2.77K
|
13.4K
$415K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
96+ 0.51% |
$2.55K - $2.69K
|
18.9K
$584K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57+ 132.56% |
$1.52K - $1.59K
|
100
$3.09K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
50+ 0.34% |
$1.33K - $1.4K
|
14.8K
$457K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15New |
$399 - $420
|
15
$464
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7+ 0.01% |
$186 - $196
|
76.1K
$2.35M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.53% |
$133 - $140
|
956
$29.6K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.12% |
$159 - $168
|
5.17K
$160K
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-18- 0.05% |
$478 - $503
|
34.7K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-97- 0.53% |
$2.58K - $2.71K
|
18.3K
$565K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-114- 0.53% |
$3.03K - $3.19K
|
21.2K
$657K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-132- 0.08% |
$3.51K - $3.69K
|
167K
$5.18M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-323- 0.68% |
$8.59K - $9.03K
|
47.3K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-358- 1.2% |
$9.52K - $10K
|
29.6K
$915K
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-438- 0.29% |
$11.6K - $12.3K
|
150K
$4.66M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 10.49% |
$32.2K - $33.9K
|
10.3K
$320K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.36K- 8.33% |
$36K - $37.9K
|
14.9K
$461K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.85K- 46.54% |
$49.2K - $51.8K
|
2.13K
$65.8K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.99K- 10.87% |
$52.9K - $55.7K
|
16.3K
$505K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.1K- 16.41% |
$55.9K - $58.8K
|
10.7K
$331K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.24K- 13.88% |
$139K - $147K
|
32.5K
$1.01M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.13K- 5.57% |
$189K - $199K
|
121K
$3.73M
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.98K- 7.68% |
$212K - $223K
|
96K
$2.97M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.8K- 12.88% |
$500K - $527K
|
127K
$3.94M
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-20.7K- 28.12% |
$551K - $580K
|
53K
$1.64M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21.7K- 23.72% |
$578K - $608K
|
69.9K
$2.16M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-106K- 37.91% |
$2.81M - $2.95M
|
173K
$5.35M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-137K- 27.55% |
$3.63M - $3.82M
|
359K
$11.1M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-170K- 35.54% |
$4.51M - $4.75M
|
308K
$9.53M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-555K- 53.19% |
$14.7M - $15.5M
|
488K
$15.1M
|