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 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
98+ 20.72% |
$3.91K - $4.07K
|
571
$22.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67+ 0.65% |
$2.67K - $2.78K
|
10.3K
$415K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
66+ 0.82% |
$2.63K - $2.74K
|
8.13K
$327K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
24+ 0.15% |
$957 - $997
|
16.4K
$660K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.23% |
$279 - $291
|
3.02K
$121K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4+ 0.07% |
$160 - $166
|
5.41K
$217K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.07% |
$39.9 - $41.6
|
1.52K
$60.9K
|
|
| Q2 2025 | |||||||
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
40.9KNew |
$1.53M - $1.67M
|
40.9K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
12KNew |
$449K - $491K
|
12K
$483K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.97KNew |
$372K - $407K
|
9.97K
$401K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.25K+ 153.48% |
$84.1K - $91.9K
|
3.72K
$149K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.12KNew |
$41.9K - $45.8K
|
1.12K
$45.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
500New |
$18.7K - $20.4K
|
500
$20.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
383New |
$14.3K - $15.6K
|
383
$15.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
301+ 204.76% |
$11.2K - $12.3K
|
448
$18K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
168New |
$6.28K - $6.86K
|
168
$6.75K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
100New |
$3.74K - $4.09K
|
100
$4.02K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.08% |
$374 - $409
|
12.5K
$501K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
9+ 0.15% |
$336 - $368
|
5.93K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
31.5KNew |
$1.18M - $1.29M
|
31.5K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
16KNew |
$599K - $656K
|
16K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.86KNew |
$257K - $281K
|
6.86K
$276K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
274New |
$10.3K - $11.2K
|
274
$11K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
228New |
$8.54K - $9.35K
|
228
$9.16K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50New |
$1.87K - $2.05K
|
50
$2.01K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$1.25M - $1.35M
|
32.7K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29.3KNew |
$1.12M - $1.21M
|
29.3K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
7.57KNew |
$290K - $312K
|
7.57K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.43KNew |
$284K - $306K
|
7.43K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$48.1K - $51.8K
|
1.26K
$50.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
300New |
$11.5K - $12.4K
|
300
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
257New |
$9.84K - $10.6K
|
257
$10.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
29New |
$1.11K - $1.2K
|
29
$1.17K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11New |
$421 - $454
|
11
$442
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.75% |
$76.6 - $82.5
|
269
$10.8K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
124K+ 3971.99% |
$4.38M - $5.03M
|
127K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.96KNew |
$176K - $202K
|
4.96K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
935+ 0.96% |
$33.2K - $38.1K
|
98.6K
$3.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
250New |
$8.87K - $10.2K
|
250
$10K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.68KNew |
$93.5K - $99K
|
2.68K
$108K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
162New |
$5.65K - $5.99K
|
162
$6.51K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 21.85% |
$1.15K - $1.22K
|
184
$7.39K
|
|
| Q1 2024 | |||||||
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.36K+ 32.64% |
$220K - $234K
|
25.8K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.96K+ 1807.76% |
$137K - $146K
|
4.18K
$168K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.17K+ 11.04% |
$40.3K - $43.1K
|
11.8K
$473K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
213+ 3.75% |
$7.35K - $7.85K
|
5.89K
$237K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
103+ 0.11% |
$3.55K - $3.8K
|
95.2K
$3.83M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 31.58% |
$1.24K - $1.33K
|
150
$6.03K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17KNew |
$554K - $624K
|
17K
$682K
|
|