Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.19M+ 660.78% |
$40.7M - $47.9M
|
1.37M
$53.4M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
746KNew |
$25.5M - $30M
|
746K
$29.1M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
619K+ 132.86% |
$21.1M - $24.9M
|
1.09M
$42.3M
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
616KNew |
$21M - $24.8M
|
616K
$24M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
400K+ 3515.75% |
$13.7M - $16.1M
|
411K
$16M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
236K+ 88.51% |
$8.05M - $9.48M
|
502K
$19.5M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
173K+ 124.82% |
$5.92M - $6.97M
|
312K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
137K+ 28.81% |
$4.69M - $5.52M
|
613K
$23.9M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 10.32% |
$4.3M - $5.06M
|
1.34M
$52.4M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
78.2KNew |
$2.67M - $3.15M
|
78.2K
$3.05M
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
55.8KNew |
$1.91M - $2.24M
|
55.8K
$2.17M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
53.9K+ 92.42% |
$1.84M - $2.17M
|
112K
$4.37M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.9K+ 35.39% |
$1.84M - $2.17M
|
206K
$8.03M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.7K+ 32.99% |
$1.7M - $2M
|
200K
$7.81M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.1K+ 219.28% |
$1.47M - $1.73M
|
62.7K
$2.44M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.6K+ 72.67% |
$1.32M - $1.55M
|
91.6K
$3.57M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
37K+ 61.25% |
$1.26M - $1.49M
|
97.4K
$3.79M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
27.4KNew |
$935K - $1.1M
|
27.4K
$1.07M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.2KNew |
$759K - $894K
|
22.2K
$865K
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
18.7K+ 6.82% |
$639K - $753K
|
293K
$11.4M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
18.7KNew |
$638K - $751K
|
18.7K
$727K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.3KNew |
$592K - $697K
|
17.3K
$675K
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
16.1KNew |
$549K - $647K
|
16.1K
$626K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.7KNew |
$535K - $630K
|
15.7K
$610K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
14K+ 7.54% |
$477K - $561K
|
199K
$7.75M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13.4KNew |
$457K - $538K
|
13.4K
$521K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 5.54% |
$452K - $533K
|
252K
$9.83M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2K+ 2.32% |
$417K - $491K
|
538K
$20.9M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11K+ 2.45% |
$374K - $441K
|
458K
$17.8M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.8K+ 12.67% |
$371K - $436K
|
96.5K
$3.76M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
10.8K+ 2708.0% |
$370K - $436K
|
11.2K
$437K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.8K+ 46.24% |
$368K - $433K
|
34.1K
$1.33M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.49K+ 129.19% |
$290K - $342K
|
15.1K
$587K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.14K+ 73.35% |
$278K - $327K
|
19.2K
$749K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.09KNew |
$276K - $325K
|
8.09K
$315K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.05K+ 51.56% |
$241K - $284K
|
20.7K
$808K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.85KNew |
$234K - $275K
|
6.85K
$267K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.87KNew |
$201K - $236K
|
5.87K
$229K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.78K+ 106.25% |
$197K - $233K
|
11.2K
$437K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.95K+ 74.41% |
$169K - $199K
|
11.6K
$452K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.44K+ 28.85% |
$152K - $179K
|
19.8K
$772K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.71K+ 2.45% |
$127K - $149K
|
155K
$6.04M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2KNew |
$68.3K - $80.5K
|
2K
$77.9K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.96K+ 32.97% |
$66.9K - $78.8K
|
7.9K
$308K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.76KNew |
$60K - $70.6K
|
1.76K
$68.4K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.45K+ 3.73% |
$49.5K - $58.3K
|
40.2K
$1.57M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.41K+ 3.86% |
$48.1K - $56.6K
|
37.9K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.36K+ 150.94% |
$46.6K - $54.8K
|
2.27K
$88.3K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.15K+ 19.6% |
$39.4K - $46.3K
|
7.03K
$274K
|
|
Nov 10, 2022
Q3 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 0.77% |
$35.3K - $41.6K
|
135K
$5.25M
|