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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 21.26% |
$7.48M - $8.42M
|
1.31M
$50.9M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113KNew |
$3.69M - $4.16M
|
113K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.5K+ 102.12% |
$736K - $828K
|
44.6K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.7KNew |
$610K - $686K
|
18.7K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17KNew |
$554K - $624K
|
17K
$661K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.4K+ 30.95% |
$437K - $491K
|
56.5K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.9K+ 2.66% |
$422K - $474K
|
498K
$19.4M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.7KNew |
$383K - $431K
|
11.7K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$346K - $389K
|
10.6K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.1KNew |
$330K - $371K
|
10.1K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.69K+ 19.57% |
$317K - $356K
|
59.2K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.52K+ 7.06% |
$311K - $350K
|
144K
$5.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.59K+ 23.71% |
$248K - $279K
|
39.6K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.95K+ 54.02% |
$227K - $255K
|
19.8K
$771K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.29KNew |
$206K - $231K
|
6.29K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.16KNew |
$201K - $226K
|
6.16K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.01KNew |
$196K - $221K
|
6.01K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.87K+ 23.0% |
$192K - $216K
|
31.4K
$1.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
5.68KNew |
$186K - $209K
|
5.68K
$221K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.65KNew |
$185K - $208K
|
5.65K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
5.57K+ 76.44% |
$182K - $205K
|
12.9K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.73K+ 52.17% |
$155K - $174K
|
13.8K
$538K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.88K+ 2.4% |
$127K - $143K
|
166K
$6.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.93K+ 8.97% |
$95.8K - $108K
|
35.6K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.78KNew |
$90.7K - $102K
|
2.78K
$108K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.28KNew |
$74.6K - $83.9K
|
2.28K
$88.9K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
2.25K+ 2.03% |
$73.4K - $82.6K
|
113K
$4.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.91K+ 10.8% |
$62.3K - $70K
|
19.5K
$762K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.76K+ 0.79% |
$57.4K - $64.5K
|
225K
$8.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.63K+ 3.41% |
$53.2K - $59.8K
|
49.3K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 1.14% |
$52.2K - $58.7K
|
141K
$5.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.54K+ 35.16% |
$50.4K - $56.7K
|
5.93K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.45KNew |
$47.5K - $53.4K
|
1.45K
$56.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
927+ 0.67% |
$30.3K - $34.1K
|
140K
$5.44M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
926+ 30866.67% |
$30.3K - $34K
|
929
$36.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
737+ 1.78% |
$24.1K - $27.1K
|
42.1K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
631+ 3.57% |
$20.6K - $23.2K
|
18.3K
$712K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
493+ 1.21% |
$16.1K - $18.1K
|
41.1K
$1.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
468+ 1.02% |
$15.3K - $17.2K
|
46.5K
$1.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
456+ 9.56% |
$14.9K - $16.8K
|
5.23K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
235+ 0.2% |
$7.68K - $8.64K
|
116K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
190New |
$6.21K - $6.98K
|
190
$7.4K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
148+ 43.53% |
$4.84K - $5.44K
|
488
$19K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
114New |
$3.73K - $4.19K
|
114
$4.44K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 2.99% |
$3.27K - $3.68K
|
3.45K
$134K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
86+ 0.95% |
$2.81K - $3.16K
|
9.16K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 1.13% |
$784 - $882
|
2.14K
$83.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
7+ 1.34% |
$229 - $257
|
529
$20.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.18% |
$98 - $110
|
258
$10.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.17% |
$98 - $110
|
259
$10.1K
|