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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-24.3KClosed |
$527K - $840K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-8.71KClosed |
$189K - $301K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-324Closed |
$7.03K - $11.2K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-613Closed |
$13.3K - $21.2K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-87.9KClosed |
$1.91M - $3.04M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-11.3KClosed |
$244K - $390K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Moneywise, Inc.
|
SELL
|
- |
-7.39KClosed |
$160K - $256K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.5KClosed |
$343K - $359K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-7.55KClosed |
$247K - $259K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-166Closed |
$5.44K - $5.69K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-15KClosed |
$491K - $514K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.4KClosed |
$409K - $416K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$13.2K - $13.4K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Sageworth Trust CO
|
SELL
|
- |
-1.4KClosed |
$46.2K - $47K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1KClosed |
$33K - $33.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-197KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Ellis Investment Partners, LLC
|
BUY
|
- |
500New |
N/A
|
500
$20.1K
|
|
|
Jul 23, 2019
Q2 2019
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-8.77KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-632Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-52Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-496KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
125KNew |
N/A
|
125K
$5.02M
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-383Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
374New |
N/A
|
374
$15K
|
|
|
Jul 25, 2018
Q2 2018
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.35KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.11KClosed |
N/A
|
0
$0
|
|