Purchases and Sales Made in Q4 2023 in Franklin International Low Vol (LVHI)
This table provides information about the institutional ownership of Franklin International Low Vol (LVHI) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
407K+ 27.88% |
$10.7M - $11.6M
|
1.86M
$58.3M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
339K+ 37.2% |
$8.95M - $9.67M
|
1.25M
$39.1M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
152K+ 9.52% |
$4M - $4.32M
|
1.74M
$54.5M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
132K+ 109.51% |
$3.49M - $3.77M
|
253K
$7.91M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
110KNew |
$2.9M - $3.13M
|
110K
$3.44M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
103K+ 23.76% |
$2.71M - $2.92M
|
534K
$16.7M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
90.7K+ 25.24% |
$2.39M - $2.58M
|
450K
$14.1M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74.4K+ 18.22% |
$1.96M - $2.12M
|
483K
$15.1M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
60.9KNew |
$1.61M - $1.74M
|
60.9K
$1.91M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.5K+ 9.91% |
$1.54M - $1.67M
|
649K
$20.3M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
56.1K+ 52.15% |
$1.48M - $1.6M
|
164K
$5.12M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
49.1K+ 9.36% |
$1.3M - $1.4M
|
574K
$17.9M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
47.8K+ 76.39% |
$1.26M - $1.36M
|
110K
$3.45M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35.9K+ 9.25% |
$947K - $1.02M
|
424K
$13.3M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33.9K+ 48.4% |
$893K - $965K
|
104K
$3.25M
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
32.7K+ 21.52% |
$864K - $933K
|
185K
$5.78M
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
26.5KNew |
$700K - $756K
|
26.5K
$829K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26KNew |
$685K - $740K
|
26K
$812K
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25.7KNew |
$678K - $733K
|
25.7K
$804K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.1K+ 14.23% |
$635K - $686K
|
193K
$6.05M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.2K+ 6.55% |
$532K - $575K
|
328K
$10.3M
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
19.3K+ 93.94% |
$509K - $550K
|
39.8K
$1.25M
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
18K+ 24.8% |
$474K - $512K
|
90.3K
$2.83M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.1KNew |
$425K - $459K
|
16.1K
$504K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.3K+ 38.37% |
$405K - $437K
|
55.3K
$1.73M
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
13.9KNew |
$368K - $397K
|
13.9K
$436K
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
11.3K+ 16.86% |
$297K - $321K
|
78.1K
$2.44M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.8K+ 7.62% |
$284K - $307K
|
152K
$4.76M
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.5KNew |
$278K - $300K
|
10.5K
$329K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.5KNew |
$251K - $271K
|
9.5K
$297K
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.4KNew |
$248K - $268K
|
9.4K
$294K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.38K+ 7.36% |
$247K - $267K
|
137K
$4.28M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.04K+ 19.01% |
$239K - $258K
|
56.6K
$1.77M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.81KNew |
$180K - $194K
|
6.81K
$213K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.61K+ 304.28% |
$174K - $188K
|
8.79K
$275K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.2K+ 3.58% |
$163K - $177K
|
179K
$5.6M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.38KNew |
$142K - $153K
|
5.38K
$168K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.28K+ 1.11% |
$113K - $122K
|
389K
$12.2M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.25K+ 1.93% |
$112K - $121K
|
224K
$7M
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.15K+ 28.1% |
$110K - $118K
|
18.9K
$592K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.11K+ 26.02% |
$108K - $117K
|
19.9K
$623K
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.31K+ 2.42% |
$87.4K - $94.4K
|
140K
$4.38M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.29K+ 5.53% |
$86.8K - $93.8K
|
62.7K
$1.96M
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.85K+ 0.98% |
$75.3K - $81.3K
|
293K
$9.17M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 698.25% |
$73.9K - $79.8K
|
3.2K
$100K
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
2.64K+ 3.9% |
$69.7K - $75.3K
|
70.4K
$2.2M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2K+ 6.14% |
$52.6K - $56.9K
|
34.5K
$1.08M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 4.03% |
$50.8K - $54.9K
|
49.7K
$1.55M
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.43K+ 7.57% |
$37.7K - $40.7K
|
20.3K
$635K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.31K+ 3.32% |
$34.7K - $37.4K
|
40.9K
$1.28M
|