Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
195K+ 40.83% |
$7.27M - $7.95M
|
671K
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
68.5K+ 44.57% |
$2.56M - $2.8M
|
222K
$8.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.5KNew |
$1.96M - $2.15M
|
52.5K
$2.11M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.6K+ 166.38% |
$1.7M - $1.86M
|
73K
$2.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
40.9KNew |
$1.53M - $1.67M
|
40.9K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.2K+ 5.34% |
$1.5M - $1.64M
|
793K
$31.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.7K+ 3.8% |
$1.48M - $1.62M
|
1.09M
$43.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.5KNew |
$1.03M - $1.12M
|
27.5K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.6K+ 128.84% |
$996K - $1.09M
|
47.3K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.4K+ 115.03% |
$986K - $1.08M
|
49.3K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.5K+ 29.53% |
$878K - $960K
|
103K
$4.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
15.1KNew |
$562K - $615K
|
15.1K
$605K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
12.7K+ 272.19% |
$474K - $518K
|
17.3K
$697K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
12KNew |
$449K - $491K
|
12K
$483K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.2KNew |
$381K - $416K
|
10.2K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.97KNew |
$372K - $407K
|
9.97K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.42K+ 989.39% |
$352K - $385K
|
10.4K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.96K+ 28.46% |
$297K - $325K
|
35.9K
$1.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.72K+ 27.47% |
$288K - $315K
|
35.8K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
6.82K+ 4.78% |
$255K - $279K
|
149K
$6.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.4KNew |
$239K - $262K
|
6.4K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.71K+ 9.83% |
$213K - $233K
|
63.8K
$2.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.2KNew |
$194K - $212K
|
5.2K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.84K+ 72.43% |
$181K - $198K
|
11.5K
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.64K+ 2.99% |
$173K - $189K
|
159K
$6.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.46K+ 20.35% |
$167K - $182K
|
26.4K
$1.06M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.33K+ 29.19% |
$162K - $177K
|
19.1K
$769K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.83KNew |
$143K - $156K
|
3.83K
$154K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.77K+ 11.18% |
$141K - $154K
|
37.5K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.96K+ 0.75% |
$111K - $121K
|
396K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.87K+ 6.33% |
$107K - $117K
|
48.2K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.46K+ 6.73% |
$92K - $101K
|
39.1K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.25K+ 153.48% |
$84.1K - $91.9K
|
3.72K
$149K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.42K+ 3.5% |
$53.2K - $58.2K
|
42.2K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34K+ 32.72% |
$50.2K - $54.9K
|
5.45K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 25.31% |
$48.3K - $52.8K
|
6.4K
$257K
|
|
|
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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
717+ 4.35% |
$26.8K - $29.3K
|
17.2K
$691K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
596+ 6.16% |
$22.3K - $24.3K
|
10.3K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
500New |
$18.7K - $20.4K
|
500
$20.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
426+ 2.39% |
$15.9K - $17.4K
|
18.2K
$732K
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
295+ 4.42% |
$11K - $12.1K
|
6.97K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
265New |
$9.9K - $10.8K
|
265
$10.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
250+ 56.31% |
$9.34K - $10.2K
|
694
$27.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
198+ 4.39% |
$7.4K - $8.09K
|
4.71K
$189K
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
50+ 0.62% |
$1.87K - $2.04K
|
8.06K
$324K
|
|