Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77- 1.25% |
$2.66K - $2.84K
|
6.08K
$241K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-610K- 96.84% |
$19.9M - $22.4M
|
19.9K
$790K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-14.1K- 67.58% |
$459K - $517K
|
6.74K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.05K- 3.31% |
$198K - $222K
|
177K
$7.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.59K- 42.07% |
$150K - $169K
|
6.32K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.74K- 5.69% |
$56.8K - $63.9K
|
28.8K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.35K- 79.48% |
$44.1K - $49.6K
|
348
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-689- 10.74% |
$22.5K - $25.3K
|
5.73K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-400- 2.87% |
$13.1K - $14.7K
|
13.5K
$537K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-280- 4.69% |
$9.15K - $10.3K
|
5.69K
$226K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-750- 81.97% |
$25.3K - $28.9K
|
165
$6.55K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-511- 5.63% |
$17.3K - $19.7K
|
8.57K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-123- 2.0% |
$4.15K - $4.74K
|
6.02K
$239K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-97- 21.95% |
$3.28K - $3.73K
|
345
$13.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5- 0.08% |
$169 - $193
|
6.27K
$249K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.6M- 99.95% |
$56.5M - $60.4M
|
857
$34K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-36.5K- 83.67% |
$1.29M - $1.38M
|
7.11K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-592- 2.68% |
$20.9K - $22.4K
|
21.5K
$854K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.1K- 15.46% |
$38.8K - $42.8K
|
6K
$238K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-391- 8.51% |
$13.2K - $15.3K
|
4.21K
$167K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-399K- 97.07% |
$13.6M - $16.1M
|
12K
$478K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
$541K - $622K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-7K- 96.7% |
$250K - $288K
|
239
$9.49K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-550Closed |
$19.7K - $22.6K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-375Closed |
$13.4K - $15.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.79KClosed |
$292K - $314K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-912Closed |
$34.2K - $36.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-500Closed |
$18.8K - $20.1K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-500Closed |
$18.8K - $20.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.5KClosed |
$235K - $260K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.6KClosed |
$131K - $144K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-695Closed |
$25.2K - $27.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-19Closed |
$688 - $761
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-325KClosed |
$11.7M - $12.4M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-14.4KClosed |
$519K - $552K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.4KClosed |
$86.4K - $91.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-24KClosed |
$842K - $897K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.43KClosed |
$50.1K - $53.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-210Closed |
$7.37K - $7.85K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-24.3KClosed |
$777K - $854K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-9.55KClosed |
$306K - $336K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-7.07KClosed |
$226K - $249K
|
0
$0
|
|
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-200Closed |
$6.4K - $7.03K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 19, 2021
Q4 2020
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-300Closed |
$8.75K - $9.86K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 30, 2020
Q3 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-33.6KClosed |
$938K - $1.02M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-13.4KClosed |
$374K - $408K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14KClosed |
$340K - $446K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$263K - $345K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-8.94KClosed |
$218K - $286K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.23KClosed |
$201K - $263K
|
0
$0
|
|