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 |
---|---|---|---|---|---|---|---|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.82KClosed |
$191K - $250K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.21KClosed |
$53.8K - $70.5K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.79K- 7.44% |
$43.6K - $57.1K
|
22.2K
$883K
|
|
Aug 05, 2020
Q2 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-582Closed |
$14.2K - $18.6K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-60Closed |
$1.46K - $1.92K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 22, 2020
Q1 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-87.9KClosed |
$1.91M - $3.04M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-24.3KClosed |
$527K - $840K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-11.3KClosed |
$244K - $390K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-8.71KClosed |
$189K - $301K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Moneywise, Inc.
|
SELL
|
- |
-7.39KClosed |
$160K - $256K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-613Closed |
$13.3K - $21.2K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-324Closed |
$7.03K - $11.2K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 28, 2020
Q4 2019
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-15KClosed |
$491K - $514K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.5KClosed |
$343K - $359K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-7.55KClosed |
$247K - $259K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-166Closed |
$5.44K - $5.69K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.4KClosed |
$409K - $416K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Sageworth Trust CO
|
SELL
|
- |
-1.4KClosed |
$46.2K - $47K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1KClosed |
$33K - $33.6K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$13.2K - $13.4K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 08, 2019
Q2 2019
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-197KClosed |
N/A
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-8.77KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-632Closed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-52Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-496KClosed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-383Closed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Jul 25, 2018
Q2 2018
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.35KClosed |
N/A
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|
May 09, 2018
Q1 2018
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.11KClosed |
N/A
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-10Closed |
N/A
|
0
$0
|