Latest Institutional Transactions on Franklin Templeton Libertyq In (FLQH)
This table provides information on the latest institutional transactions involving Franklin Templeton Libertyq In (FLQH) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
N/A
|
200
$0
|
|
| Q4 2024 | |||||||
|
Sep 24, 2025
Q4 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-917Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$0
|
|
|
May 28, 2025
Q4 2024
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
29.2KNew |
N/A
|
29.2K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.39KNew |
N/A
|
3.39K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
70New |
N/A
|
70
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
172New |
N/A
|
172
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
513+ 30.32% |
N/A
|
2.21K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17+ 0.21% |
N/A
|
8.03K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.02KNew |
N/A
|
2.02K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.92K+ 44.38% |
N/A
|
22.5K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-95.6K- 17.38% |
N/A
|
455K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-25- 92.59% |
N/A
|
2
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.4K- 37.61% |
N/A
|
10.6K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
N/A
|
250
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2K- 24.52% |
N/A
|
6.16K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-142K- 80.28% |
N/A
|
34.8K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
333New |
N/A
|
333
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-46- 0.51% |
N/A
|
9.05K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-917- 10.0% |
N/A
|
8.26K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
959New |
N/A
|
959
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
89New |
N/A
|
89
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-762- 6.22% |
N/A
|
11.5K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
20New |
N/A
|
20
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-63.9K- 16.93% |
N/A
|
314K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.18K+ 10.41% |
N/A
|
97.3K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
38.6KNew |
N/A
|
38.6K
$0
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-241K- 53.78% |
N/A
|
207K
$0
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-7.58KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
303New |
N/A
|
303
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-760- 4.09% |
N/A
|
17.8K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-29- 7.11% |
N/A
|
379
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
246New |
N/A
|
246
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17.8K- 11.45% |
N/A
|
138K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50New |
N/A
|
50
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.01KNew |
N/A
|
3.01K
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
715New |
$0 - $21.9K
|
715
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.8K+ 372.55% |
$0 - $883K
|
36.5K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 66.76% |
$0 - $3.67M
|
298K
$0
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
$0 - $7.67K
|
250
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.57KNew |
$0 - $294K
|
9.57K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
51.5KNew |
$0 - $1.58M
|
51.5K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$0 - $30.7
|
1
$0
|
|
| Q4 2023 | |||||||
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
181New |
$4.83K - $5.57K
|
181
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.32KNew |
$35.1K - $40.5K
|
1.32K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
250New |
$6.67K - $7.69K
|
250
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
165+ 0.38% |
$4.4K - $5.07K
|
44K
$0
|
|