Latest Institutional Purchases of Franklin U.S. Low Volatility H (LVHD)
This list provides information on the latest institutional transactions involving Franklin U.S. Low Volatility H (LVHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
201K+ 29.9% |
$8.01M - $8.34M
|
872K
$35M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
154KNew |
$6.15M - $6.4M
|
154K
$6.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
118K+ 247.13% |
$4.7M - $4.89M
|
165K
$6.65M
|
|
|
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 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.3K+ 4.7% |
$1.49M - $1.55M
|
831K
$33.4M
|
|
|
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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5KNew |
$779K - $811K
|
19.5K
$785K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.3K+ 39.15% |
$771K - $803K
|
68.7K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 99.43% |
$754K - $785K
|
37.9K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16K+ 7.21% |
$639K - $666K
|
238K
$9.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 4010.19% |
$424K - $442K
|
10.9K
$438K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.3K+ 39.21% |
$413K - $430K
|
36.7K
$1.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
10.2KNew |
$408K - $425K
|
10.2K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.45K+ 26.3% |
$377K - $393K
|
45.4K
$1.82M
|
|
|
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
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.66KNew |
$306K - $318K
|
7.66K
$308K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
6.74K+ 1.7% |
$269K - $280K
|
403K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.54KNew |
$221K - $230K
|
5.54K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.46KNew |
$218K - $227K
|
5.46K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.13K+ 80.06% |
$204K - $213K
|
11.5K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.9K+ 2.03% |
$195K - $203K
|
246K
$9.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4.47KNew |
$178K - $186K
|
4.47K
$180K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.25K+ 41.71% |
$170K - $177K
|
14.4K
$580K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.17K+ 6.97% |
$166K - $173K
|
64K
$2.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.09KNew |
$163K - $170K
|
4.09K
$164K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.11K+ 57.08% |
$124K - $129K
|
8.56K
$344K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.77K+ 53.24% |
$110K - $115K
|
7.97K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.52K+ 111.15% |
$101K - $105K
|
4.79K
$193K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.45K+ 5.09% |
$97.9K - $102K
|
50.6K
$2.03M
|
|
|
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 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.48K+ 2.32% |
$59.1K - $61.6K
|
65.3K
$2.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 0.81% |
$48.5K - $50.5K
|
151K
$6.06M
|
|
|
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 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1KNew |
$39.9K - $41.6K
|
1K
$40.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
805+ 4.64% |
$32.1K - $33.4K
|
18.2K
$730K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
684New |
$27.3K - $28.4K
|
684
$27.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
670New |
$26.7K - $27.8K
|
670
$26.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
652+ 4.33% |
$26K - $27.1K
|
15.7K
$631K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
572+ 1.25% |
$22.8K - $23.8K
|
46.2K
$1.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
539+ 1.44% |
$21.5K - $22.4K
|
38.1K
$1.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
530+ 4.0% |
$21.1K - $22K
|
13.8K
$554K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
482New |
$19.2K - $20K
|
482
$19.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
396New |
$15.8K - $16.5K
|
396
$15.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
329+ 1.81% |
$13.1K - $13.7K
|
18.5K
$745K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
266+ 4.15% |
$10.6K - $11.1K
|
6.67K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
200New |
$7.98K - $8.31K
|
200
$8.04K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
186+ 26.8% |
$7.42K - $7.73K
|
880
$35.4K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
173+ 3.67% |
$6.9K - $7.19K
|
4.89K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
113+ 1.29% |
$4.51K - $4.7K
|
8.88K
$357K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
103New |
$4.11K - $4.28K
|
103
$4.14K
|
|