Latest Institutional Transactions on Franklin U.S. Low Volatility H (LVHD)
This table provides information on the latest institutional transactions involving Franklin U.S. Low Volatility H (LVHD) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.96K- 3.86% |
$158K - $164K
|
98.7K
$3.97M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
482New |
$19.2K - $20K
|
482
$19.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-67- 21.14% |
$2.67K - $2.78K
|
250
$10K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4+ 0.07% |
$160 - $166
|
5.41K
$217K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-35K- 3.3% |
$1.39M - $1.45M
|
1.02M
$41.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-522- 3.73% |
$20.8K - $21.7K
|
13.5K
$541K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
71.4K+ 135.96% |
$2.85M - $2.97M
|
124K
$4.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.9K- 68.92% |
$756K - $787K
|
8.54K
$343K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.4K- 45.27% |
$854K - $890K
|
25.9K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.48KNew |
$59.2K - $61.7K
|
1.48K
$59.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67+ 0.65% |
$2.67K - $2.78K
|
10.3K
$415K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.79K+ 12.03% |
$351K - $365K
|
81.8K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5KNew |
$779K - $811K
|
19.5K
$785K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.66KNew |
$306K - $318K
|
7.66K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.69K- 6.49% |
$267K - $278K
|
96.4K
$3.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.54KNew |
$221K - $230K
|
5.54K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-300- 1.91% |
$12K - $12.5K
|
15.4K
$619K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
201K+ 29.9% |
$8.01M - $8.34M
|
872K
$35M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.3K- 4.18% |
$1.81M - $1.88M
|
1.04M
$41.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.46KNew |
$218K - $227K
|
5.46K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
186+ 26.8% |
$7.42K - $7.73K
|
880
$35.4K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-31- 0.3% |
$1.24K - $1.29K
|
10.3K
$416K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
200New |
$7.98K - $8.31K
|
200
$8.04K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-10- 0.14% |
$399 - $416
|
6.96K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16K+ 7.21% |
$639K - $666K
|
238K
$9.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1KNew |
$39.9K - $41.6K
|
1K
$40.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
113+ 1.29% |
$4.51K - $4.7K
|
8.88K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.52K+ 111.15% |
$101K - $105K
|
4.79K
$193K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.4KNew |
$1.01M - $1.05M
|
25.4K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-802- 4.66% |
$32K - $33.3K
|
16.4K
$659K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
118K+ 247.13% |
$4.7M - $4.89M
|
165K
$6.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
98+ 20.72% |
$3.91K - $4.07K
|
571
$22.9K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
684New |
$27.3K - $28.4K
|
684
$27.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-261- 4.13% |
$10.4K - $10.8K
|
6.05K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.9K+ 2.03% |
$195K - $203K
|
246K
$9.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
6.74K+ 1.7% |
$269K - $280K
|
403K
$16.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.03K- 9.36% |
$121K - $126K
|
29.3K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-643- 39.99% |
$25.6K - $26.7K
|
965
$38.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
396New |
$15.8K - $16.5K
|
396
$15.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.45K+ 26.3% |
$377K - $393K
|
45.4K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
103New |
$4.11K - $4.28K
|
103
$4.14K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
154KNew |
$6.15M - $6.4M
|
154K
$6.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 99.43% |
$754K - $785K
|
37.9K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-258- 6.94% |
$10.3K - $10.7K
|
3.46K
$139K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-21- 0.82% |
$838 - $873
|
2.54K
$102K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.17K+ 6.97% |
$166K - $173K
|
64K
$2.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.3K+ 4.7% |
$1.49M - $1.55M
|
831K
$33.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.45K+ 5.09% |
$97.9K - $102K
|
50.6K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.02K+ 2.6% |
$40.6K - $42.3K
|
40.1K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11- 0.01% |
$439 - $457
|
159K
$6.41M
|
|