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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
24+ 0.15% |
$957 - $997
|
16.4K
$660K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4.47KNew |
$178K - $186K
|
4.47K
$180K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.85K- 25.31% |
$193K - $201K
|
14.3K
$575K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
66+ 0.82% |
$2.63K - $2.74K
|
8.13K
$327K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.13K+ 80.06% |
$204K - $213K
|
11.5K
$463K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.48K+ 2.32% |
$59.1K - $61.6K
|
65.3K
$2.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
329+ 1.81% |
$13.1K - $13.7K
|
18.5K
$745K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.11K+ 57.08% |
$124K - $129K
|
8.56K
$344K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.7K- 44.29% |
$946K - $985K
|
29.8K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.25K+ 41.71% |
$170K - $177K
|
14.4K
$580K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
266+ 4.15% |
$10.6K - $11.1K
|
6.67K
$268K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-43- 1.12% |
$1.72K - $1.79K
|
3.79K
$152K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.27K- 20.3% |
$290K - $302K
|
28.5K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.3K+ 39.15% |
$771K - $803K
|
68.7K
$2.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.09KNew |
$163K - $170K
|
4.09K
$164K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.3K+ 39.21% |
$413K - $430K
|
36.7K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
670New |
$26.7K - $27.8K
|
670
$26.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-85- 0.68% |
$3.39K - $3.53K
|
12.5K
$502K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.83K- 24.57% |
$113K - $118K
|
8.68K
$349K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
572+ 1.25% |
$22.8K - $23.8K
|
46.2K
$1.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
530+ 4.0% |
$21.1K - $22K
|
13.8K
$554K
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 0.81% |
$48.5K - $50.5K
|
151K
$6.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.7K- 14.69% |
$1.26M - $1.32M
|
184K
$7.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.23% |
$279 - $291
|
3.02K
$121K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-316- 0.75% |
$12.6K - $13.1K
|
41.9K
$1.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
652+ 4.33% |
$26K - $27.1K
|
15.7K
$631K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
805+ 4.64% |
$32.1K - $33.4K
|
18.2K
$730K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.77K+ 53.24% |
$110K - $115K
|
7.97K
$320K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 4010.19% |
$424K - $442K
|
10.9K
$438K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
10.2KNew |
$408K - $425K
|
10.2K
$411K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
539+ 1.44% |
$21.5K - $22.4K
|
38.1K
$1.53M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.07% |
$39.9 - $41.6
|
1.52K
$60.9K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
173+ 3.67% |
$6.9K - $7.19K
|
4.89K
$196K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18K- 8.82% |
$671K - $733K
|
186K
$7.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
500New |
$18.7K - $20.4K
|
500
$20.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.9K- 68.25% |
$630K - $689K
|
7.84K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.97KNew |
$372K - $407K
|
9.97K
$401K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.12KNew |
$41.9K - $45.8K
|
1.12K
$45.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-265- 3.58% |
$9.9K - $10.8K
|
7.13K
$287K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-513- 0.26% |
$19.2K - $21K
|
198K
$7.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
9+ 0.15% |
$336 - $368
|
5.93K
$238K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-6.2K- 70.45% |
$232K - $253K
|
2.6K
$104K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
383New |
$14.3K - $15.6K
|
383
$15.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30- 0.46% |
$1.12K - $1.23K
|
6.53K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.25K+ 153.48% |
$84.1K - $91.9K
|
3.72K
$149K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
12KNew |
$449K - $491K
|
12K
$483K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.08% |
$374 - $409
|
12.5K
$501K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-57- 3.37% |
$2.13K - $2.33K
|
1.64K
$65.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
100New |
$3.74K - $4.09K
|
100
$4.02K
|
|