Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 1.0% |
$709 - $809
|
2.12K
$82.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13+ 0.07% |
$439 - $501
|
17.6K
$685K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$169 - $193
|
5.97K
$232K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 1.59% |
$135 - $154
|
256
$9.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.19% |
$101 - $116
|
255
$9.89K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1- -0.0% |
$33.8 - $38.5
|
30.5K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5- 0.08% |
$169 - $193
|
6.27K
$243K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-59- 10.15% |
$1.99K - $2.27K
|
522
$20.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-80- 0.06% |
$2.7K - $3.08K
|
139K
$5.38M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-97- 21.95% |
$3.28K - $3.73K
|
345
$13.4K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-123- 2.0% |
$4.15K - $4.74K
|
6.02K
$234K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-458- 5.05% |
$15.5K - $17.6K
|
8.61K
$334K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-511- 2.94% |
$17.3K - $19.7K
|
16.9K
$655K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-511- 5.63% |
$17.3K - $19.7K
|
8.57K
$332K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-515- 1.19% |
$17.4K - $19.8K
|
42.8K
$1.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-621- 2.98% |
$21K - $23.9K
|
20.2K
$783K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-750- 81.97% |
$25.3K - $28.9K
|
165
$6.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 1.14% |
$36.5K - $41.6K
|
93.9K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.51K- 10.53% |
$51.1K - $58.3K
|
12.9K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.97K- 37.03% |
$66.5K - $75.8K
|
3.35K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.61K- 3.02% |
$122K - $139K
|
116K
$4.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.55K- 22.89% |
$187K - $214K
|
18.7K
$725K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.87K- 18.7% |
$198K - $226K
|
25.5K
$990K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-6.46K- 5.51% |
$218K - $249K
|
111K
$4.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-8.19K- 0.42% |
$277K - $315K
|
1.93M
$75M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.79K- 40.61% |
$297K - $338K
|
12.9K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.2K- 22.32% |
$311K - $354K
|
32K
$1.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.3K- 2.2% |
$383K - $436K
|
505K
$19.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.5K- 9.1% |
$388K - $443K
|
115K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.7K- 29.56% |
$463K - $528K
|
32.7K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15K- 8.46% |
$506K - $577K
|
162K
$6.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 2.73% |
$597K - $681K
|
630K
$24.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-19.3K- 1.59% |
$651K - $742K
|
1.19M
$46.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-20.8K- 5.18% |
$702K - $800K
|
380K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.9K- 35.66% |
$775K - $883K
|
41.4K
$1.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27.4K- 10.05% |
$925K - $1.05M
|
245K
$9.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27.5K- 10.99% |
$929K - $1.06M
|
223K
$8.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-87.4K- 68.69% |
$2.95M - $3.36M
|
39.8K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95.5K- 33.84% |
$3.22M - $3.68M
|
187K
$7.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-125K- 48.07% |
$4.22M - $4.81M
|
135K
$5.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-210K- 83.2% |
$7.09M - $8.08M
|
42.4K
$1.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-231K- 12.81% |
$7.79M - $8.88M
|
1.57M
$60.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.39M- 40.92% |
$47.1M - $53.7M
|
2.01M
$78.1M
|