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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17KNew |
$554K - $624K
|
17K
$664K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.1KNew |
$330K - $371K
|
10.1K
$395K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.69K+ 19.57% |
$317K - $356K
|
59.2K
$2.32M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.29KNew |
$206K - $231K
|
6.29K
$246K
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.65KNew |
$185K - $208K
|
5.65K
$221K
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
2.25K+ 2.03% |
$73.4K - $82.6K
|
113K
$4.42M
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
926+ 30866.67% |
$30.3K - $34K
|
929
$36.4K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
190New |
$6.21K - $6.98K
|
190
$7.44K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
148+ 43.53% |
$4.84K - $5.44K
|
488
$19.1K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.18% |
$98 - $110
|
258
$10.1K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.7KNew |
$1.31M - $1.49M
|
38.7K
$1.51M
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
11.5K+ 47.59% |
$387K - $441K
|
35.5K
$1.39M
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.81KNew |
$264K - $301K
|
7.81K
$306K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.64KNew |
$224K - $256K
|
6.64K
$260K
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
6.02KNew |
$203K - $232K
|
6.02K
$236K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.63KNew |
$88.7K - $101K
|
2.63K
$103K
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.4K+ 23.17% |
$47.3K - $54K
|
7.45K
$292K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.08KNew |
$36.4K - $41.5K
|
1.08K
$42.2K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200New |
$6.75K - $7.7K
|
200
$7.83K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
196+ 2.95% |
$6.62K - $7.55K
|
6.85K
$268K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.4KNew |
$1.11M - $1.19M
|
31.4K
$1.23M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.6KNew |
$659K - $705K
|
18.6K
$730K
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
14.9KNew |
$528K - $565K
|
14.9K
$585K
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.68KNew |
$201K - $215K
|
5.68K
$222K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
2K+ 17.54% |
$70.8K - $78.1K
|
13.4K
$524K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
580New |
$20.5K - $22.6K
|
580
$22.7K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
365New |
$12.9K - $14.2K
|
365
$14.3K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150New |
$5.31K - $5.86K
|
150
$5.87K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
47New |
$1.66K - $1.83K
|
47
$1.84K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 5.36% |
$425 - $468
|
236
$9.24K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.9KNew |
$368K - $427K
|
10.9K
$427K
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
6KNew |
$202K - $235K
|
6K
$235K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.74KNew |
$194K - $225K
|
5.74K
$225K
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5.42KNew |
$183K - $212K
|
5.42K
$212K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.39KNew |
$182K - $211K
|
5.39K
$211K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4.46KNew |
$150K - $175K
|
4.46K
$175K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$47.2K - $54.8K
|
1.4K
$54.8K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$41.2K - $47.8K
|
1.22K
$47.8K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
725+ 12.35% |
$24.5K - $28.4K
|
6.6K
$258K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
358New |
$12.1K - $14K
|
358
$14K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
131New |
$4.42K - $5.13K
|
131
$5.13K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8New |
$270 - $313
|
8
$313
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 1.7% |
$202 - $235
|
358
$14K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2KNew |
$68.3K - $80.5K
|
2K
$78.3K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.76KNew |
$60K - $70.6K
|
1.76K
$68.7K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.36K+ 150.94% |
$46.6K - $54.8K
|
2.27K
$88.7K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
53.3KNew |
$1.91M - $2.19M
|
53.3K
$2.09M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.4KNew |
$50.1K - $57.6K
|
1.4K
$54.8K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
334New |
$11.9K - $13.7K
|
334
$13.1K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43New |
$1.54K - $1.77K
|
43
$1.68K
|