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 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.78K+ 8.57% |
$170K - $195K
|
60.6K
$2.36M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
33.8KNew |
$1.2M - $1.38M
|
33.8K
$1.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-100- 15.63% |
$3.55K - $4.07K
|
540
$21K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.69K- 29.98% |
$273K - $313K
|
18K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.96KNew |
$176K - $202K
|
4.96K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.2K- 42.89% |
$42.6K - $48.9K
|
1.6K
$62.3K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-506- 42.31% |
$18K - $20.6K
|
690
$26.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.24K- 5.93% |
$43.9K - $50.3K
|
19.6K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 6.78% |
$7.1K - $8.14K
|
2.75K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.9K+ 78.18% |
$850K - $975K
|
54.6K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.07K- 1.99% |
$286K - $328K
|
397K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.27K+ 6.63% |
$45.1K - $51.8K
|
20.4K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.62K+ 6.65% |
$93K - $107K
|
42K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.9K+ 66.75% |
$634K - $727K
|
44.6K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8K+ 142.35% |
$703K - $806K
|
33.7K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-57.2K- 21.56% |
$2.03M - $2.33M
|
208K
$8.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.18K- 11.21% |
$41.8K - $48K
|
9.34K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.3K- 1.79% |
$684K - $784K
|
1.06M
$41.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.6K- 7.86% |
$1.55M - $1.78M
|
511K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.39K- 12.98% |
$191K - $220K
|
36.2K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.03K- 2.74% |
$36.7K - $42.1K
|
36.7K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
364+ 6066.67% |
$12.9K - $14.8K
|
370
$14.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.64K- 1.64% |
$165K - $189K
|
278K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.8K- 43.3% |
$1.09M - $1.25M
|
40.3K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 5.84% |
$36.1K - $41.4K
|
16.4K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.81K+ 4.4% |
$313K - $359K
|
209K
$8.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.68K- 11.16% |
$273K - $313K
|
61.2K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.09K- 33.75% |
$181K - $207K
|
10K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.26KNew |
$44.6K - $51.1K
|
1.26K
$48.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
190+ 4.48% |
$6.74K - $7.74K
|
4.43K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-438- 1.53% |
$15.5K - $17.8K
|
28.1K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.9K- 1.46% |
$601K - $689K
|
1.14M
$44.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22.7K- 34.01% |
$805K - $924K
|
44K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
4.36K+ 3.09% |
$155K - $178K
|
146K
$5.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.37KNew |
$190K - $218K
|
5.37K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
389+ 2.56% |
$13.8K - $15.8K
|
15.6K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.48KNew |
$195K - $223K
|
5.48K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 0.2% |
$426 - $489
|
5.94K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.25K- 9.26% |
$44.4K - $50.9K
|
12.3K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-268K- 25.94% |
$9.49M - $10.9M
|
764K
$29.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.59K- 6.15% |
$92K - $106K
|
39.5K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
250New |
$8.87K - $10.2K
|
250
$9.74K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.87K- 6.54% |
$66.5K - $76.3K
|
26.8K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 0.96% |
$745 - $855
|
2.21K
$86.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.6K- 65.7% |
$1.97M - $2.27M
|
29K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
478+ 3.17% |
$17K - $19.5K
|
15.6K
$606K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-280- 3.88% |
$9.94K - $11.4K
|
6.94K
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
547+ 6.15% |
$19.4K - $22.3K
|
9.44K
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.21K- 1.84% |
$43.1K - $49.4K
|
64.7K
$2.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.55K+ 119.68% |
$162K - $185K
|
8.36K
$326K
|