Purchases and Sales Made in Q1 2024 in Franklin U.S. Low Volatility H (LVHD)
This table provides information about the institutional ownership of Franklin U.S. Low Volatility H (LVHD) during Q1 2024. The information is specifically focused on institutions that hold shares of FRANKLIN U.S. LOW VOLATILITY H.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103K+ 348.02% |
$3.54M - $3.79M
|
132K
$5.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
74.1K+ 3.99% |
$2.56M - $2.73M
|
1.93M
$75.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
72.1K+ 411.92% |
$2.49M - $2.66M
|
89.6K
$3.49M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
72.1K+ 20.68% |
$2.49M - $2.66M
|
421K
$16.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
70K+ 6.5% |
$2.42M - $2.58M
|
1.15M
$44.7M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
60.6K+ 324.6% |
$2.09M - $2.23M
|
79.3K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.2K+ 109.06% |
$1.18M - $1.26M
|
65.6K
$2.56M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2K+ 25.05% |
$524K - $559K
|
75.7K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.5K+ 118.0% |
$431K - $460K
|
23.1K
$899K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.9K+ 12.2% |
$238K - $254K
|
63.4K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.86K+ 11.76% |
$168K - $179K
|
46.2K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.96K+ 1807.76% |
$137K - $146K
|
4.18K
$163K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.45K+ 9.98% |
$119K - $127K
|
38K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.44K+ 3.32% |
$119K - $127K
|
107K
$4.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.95K+ 27.42% |
$102K - $109K
|
13.7K
$534K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.43K+ 5.22% |
$83.8K - $89.5K
|
49K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.2K+ 151.27% |
$75.9K - $81K
|
3.65K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.39K+ 10.05% |
$47.9K - $51.1K
|
15.2K
$592K
|
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 0.98% |
$47.6K - $50.9K
|
143K
$5.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.37K+ 2.81% |
$47.3K - $50.5K
|
50.1K
$1.95M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.17K+ 11.04% |
$40.3K - $43.1K
|
11.8K
$458K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.05K+ 2.57% |
$36.4K - $38.9K
|
42.1K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
903+ 0.4% |
$31.2K - $33.3K
|
225K
$8.78M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
802+ 35.13% |
$27.7K - $29.6K
|
3.09K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
733+ 0.35% |
$25.3K - $27K
|
210K
$8.17M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
640New |
$22.1K - $23.6K
|
640
$24.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
481+ 8.11% |
$16.6K - $17.7K
|
6.41K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
444New |
$15.3K - $16.4K
|
444
$17.3K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
329+ 5.73% |
$11.4K - $12.1K
|
6.07K
$236K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
277+ 1.52% |
$9.56K - $10.2K
|
18.6K
$723K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
234+ 1.46% |
$8.08K - $8.63K
|
16.2K
$632K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
213+ 3.75% |
$7.35K - $7.85K
|
5.89K
$230K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
103+ 0.11% |
$3.55K - $3.8K
|
95.2K
$3.71M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 31.58% |
$1.24K - $1.33K
|
150
$5.84K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 0.98% |
$725 - $774
|
2.17K
$84.3K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4+ 0.07% |
$138 - $147
|
6.02K
$234K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.77% |
$69 - $73.7
|
261
$10.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77- 1.25% |
$2.66K - $2.84K
|
6.08K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 1.24% |
$3.45K - $3.69K
|
7.94K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-202- 7.28% |
$6.97K - $7.45K
|
2.57K
$100K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-299- 1.11% |
$10.3K - $11K
|
26.6K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 8.7% |
$10.4K - $11.1K
|
3.15K
$123K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-364- 68.81% |
$12.6K - $13.4K
|
165
$6.43K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-419- 1.93% |
$14.5K - $15.4K
|
21.2K
$828K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-661- 9.62% |
$22.8K - $24.4K
|
6.21K
$242K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-765- 16.59% |
$26.4K - $28.2K
|
3.85K
$150K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-864- 2.03% |
$29.8K - $31.8K
|
41.6K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-871- 42.14% |
$30.1K - $32.1K
|
1.2K
$46.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.04K- 13.65% |
$35.9K - $38.3K
|
6.58K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1.14K- 4.03% |
$39.3K - $42K
|
27.1K
$1.06M
|