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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.67K+ 88.76% |
$381K - $400K
|
20.6K
$826K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.8KNew |
$347K - $364K
|
8.8K
$354K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
8.05K+ 44.32% |
$317K - $333K
|
26.2K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.66K+ 40.43% |
$184K - $193K
|
16.2K
$651K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.94KNew |
$155K - $163K
|
3.94K
$158K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.37K+ 3.6% |
$54.1K - $56.8K
|
39.4K
$1.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
821+ 10.3% |
$32.4K - $34K
|
8.79K
$353K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
344New |
$13.6K - $14.2K
|
344
$13.8K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
324+ 4.54% |
$12.8K - $13.4K
|
7.45K
$300K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
198+ 1.38% |
$7.81K - $8.2K
|
14.5K
$583K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$5.92K - $6.21K
|
150
$6.03K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
59+ 1.21% |
$2.33K - $2.44K
|
4.94K
$199K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.9% |
$237 - $249
|
676
$27.2K
|
|
| Q3 2025 | |||||||
|
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 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 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 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.11K+ 57.08% |
$124K - $129K
|
8.56K
$344K
|
|
|
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
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
684New |
$27.3K - $28.4K
|
684
$27.5K
|
|
|
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
|
|
|
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 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
|
|