Latest Institutional Transactions on Franklin Templeton ETF Trfrank (FLGV)
This table provides information on the latest institutional transactions involving Franklin Templeton ETF Trfrank (FLGV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
81.2K+ 107.65% |
$1.63M - $1.73M
|
157K
$3.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
111K+ 7.68% |
$2.23M - $2.36M
|
1.55M
$31.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.1KNew |
$324K - $343K
|
16.1K
$330K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.65K- 4.38% |
$33.1K - $35K
|
35.9K
$735K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15+ 0.18% |
$302 - $319
|
8.47K
$174K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.1K+ 7.9% |
$404K - $427K
|
274K
$5.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
54+ 0.35% |
$1.09K - $1.15K
|
15.5K
$318K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.41K- 97.42% |
$187K - $193K
|
249
$5.1K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-37.6K- 45.88% |
$749K - $770K
|
44.4K
$909K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
8.76KNew |
$175K - $179K
|
8.76K
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.68M+ 5.59% |
$33.6M - $34.5M
|
31.8M
$652M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.65K+ 20.38% |
$113K - $116K
|
33.4K
$684K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.23K+ 0.44% |
$84.3K - $86.6K
|
975K
$20M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
682+ 101.34% |
$13.6K - $14K
|
1.36K
$27.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.38KNew |
$107K - $110K
|
5.38K
$110K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
471K+ 865.86% |
$9.37M - $9.63M
|
525K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.52K- 11.44% |
$30.2K - $31K
|
11.7K
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-63.5K- 39.99% |
$1.26M - $1.3M
|
95.3K
$1.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-149K- 27.37% |
$2.98M - $3.06M
|
396K
$8.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-3.4K- 0.51% |
$67.8K - $69.7K
|
661K
$13.5M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
757New |
$15.1K - $15.5K
|
757
$15.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
216New |
$4.3K - $4.42K
|
216
$4.42K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.7K+ 51.51% |
$114K - $117K
|
16.8K
$344K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 10.0% |
$3.98K - $4.09K
|
1.8K
$36.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-28.4K- 71.02% |
$565K - $580K
|
11.6K
$237K
|
|
| Q1 2024 | |||||||
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
140K+ 1082.01% |
$2.83M - $2.91M
|
152K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
610+ 0.7% |
$12.4K - $12.7K
|
87.7K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
694New |
$14.1K - $14.5K
|
694
$14.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.41K+ 33.93% |
$110K - $113K
|
21.4K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.8K+ 86.41% |
$361K - $371K
|
38.3K
$785K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
46New |
$934 - $960
|
46
$942
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16K+ 91.49% |
$313K - $334K
|
33.4K
$685K
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
11.5KNew |
$226K - $240K
|
11.5K
$236K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2KNew |
$382K - $400K
|
19.2K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-213K- 18.29% |
$4.25M - $4.45M
|
952K
$19.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
65New |
$1.29K - $1.36K
|
65
$1.33K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2New |
$39.8 - $41.7
|
2
$41
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.4K- 51.63% |
$27.8K - $29.1K
|
1.31K
$26.8K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77+ 0.6% |
$1.6K - $1.65K
|
13K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-20.1K- 63.56% |
$417K - $430K
|
11.5K
$236K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.92K+ 13.8% |
$39.9K - $41.2K
|
15.9K
$325K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.23KNew |
$86.8K - $90.3K
|
4.23K
$86.6K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5.07KNew |
$104K - $108K
|
5.07K
$104K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.14K- 24.73% |
$23.6K - $25.2K
|
3.47K
$71K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
13.2KNew |
$281K - $299K
|
13.2K
$271K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.15KClosed |
$67.1K - $71.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 2.1% |
$238 - $242
|
486
$9.95K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25.6K- 89.79% |
$644K - $648K
|
2.92K
$59.7K
|
|