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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
8.8KNew |
$337K - $363K
|
8.8K
$343K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.43KNew |
$284K - $306K
|
7.43K
$289K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.07K+ 11.42% |
$41.1K - $44.3K
|
10.5K
$408K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
481+ 7.91% |
$18.4K - $19.8K
|
6.56K
$256K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
463+ 0.3% |
$17.7K - $19.1K
|
157K
$6.13M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
425+ 3.47% |
$16.3K - $17.5K
|
12.7K
$494K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
181+ 1.05% |
$6.93K - $7.47K
|
17.5K
$680K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11New |
$421 - $454
|
11
$428
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.75% |
$76.6 - $82.5
|
269
$10.5K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.69% |
$38.3 - $41.3
|
145
$5.65K
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
124K+ 3971.99% |
$4.38M - $5.03M
|
127K
$4.93M
|
|
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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8K+ 142.35% |
$703K - $806K
|
33.7K
$1.31M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.9K+ 66.75% |
$634K - $727K
|
44.6K
$1.74M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.81K+ 4.4% |
$313K - $359K
|
209K
$8.14M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.48KNew |
$195K - $223K
|
5.48K
$214K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.37KNew |
$190K - $218K
|
5.37K
$209K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.96KNew |
$176K - $202K
|
4.96K
$193K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.78K+ 8.57% |
$170K - $195K
|
60.6K
$2.36M
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
4.36K+ 3.09% |
$155K - $178K
|
146K
$5.67M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.08K+ 8.26% |
$145K - $166K
|
53.4K
$2.08M
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.27K+ 6.63% |
$45.1K - $51.8K
|
20.4K
$796K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.26KNew |
$44.6K - $51.1K
|
1.26K
$48.9K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
973+ 32.95% |
$34.5K - $39.6K
|
3.93K
$153K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
935+ 0.96% |
$33.2K - $38.1K
|
98.6K
$3.84M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
547+ 6.15% |
$19.4K - $22.3K
|
9.44K
$368K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
478+ 3.17% |
$17K - $19.5K
|
15.6K
$606K
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
389+ 2.56% |
$13.8K - $15.8K
|
15.6K
$607K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
364+ 6066.67% |
$12.9K - $14.8K
|
370
$14.4K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
250New |
$8.87K - $10.2K
|
250
$9.74K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
190+ 4.48% |
$6.74K - $7.74K
|
4.43K
$172K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 0.96% |
$745 - $855
|
2.21K
$86.1K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.03% |
$497 - $570
|
40.6K
$1.58M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.05KNew |
$141K - $150K
|
4.05K
$158K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.81K+ 16.52% |
$133K - $141K
|
26.9K
$1.05M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.01KNew |
$105K - $111K
|
3.01K
$117K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.68KNew |
$93.5K - $99K
|
2.68K
$104K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
162New |
$5.65K - $5.99K
|
162
$6.31K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 21.85% |
$1.15K - $1.22K
|
184
$7.17K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.08% |
$174 - $185
|
6.02K
$234K
|
|
Q1 2024 | |||||||
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.36K+ 32.64% |
$220K - $234K
|
25.8K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.96K+ 1807.76% |
$137K - $146K
|
4.18K
$163K
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.17K+ 11.04% |
$40.3K - $43.1K
|
11.8K
$458K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
213+ 3.75% |
$7.35K - $7.85K
|
5.89K
$230K
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
103+ 0.11% |
$3.55K - $3.8K
|
95.2K
$3.71M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 31.58% |
$1.24K - $1.33K
|
150
$5.84K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17KNew |
$554K - $624K
|
17K
$661K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.1KNew |
$330K - $371K
|
10.1K
$393K
|