Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
201K+ 29.9% |
$8.01M - $8.34M
|
872K
$35M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
154KNew |
$6.15M - $6.4M
|
154K
$6.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
118K+ 247.13% |
$4.7M - $4.89M
|
165K
$6.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
71.4K+ 135.96% |
$2.85M - $2.97M
|
124K
$4.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.3K+ 4.7% |
$1.49M - $1.55M
|
831K
$33.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.4KNew |
$1.01M - $1.05M
|
25.4K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.5KNew |
$779K - $811K
|
19.5K
$785K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.3K+ 39.15% |
$771K - $803K
|
68.7K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 99.43% |
$754K - $785K
|
37.9K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16K+ 7.21% |
$639K - $666K
|
238K
$9.58M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.9K+ 57.9% |
$475K - $495K
|
32.5K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 4010.19% |
$424K - $442K
|
10.9K
$438K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.3K+ 39.21% |
$413K - $430K
|
36.7K
$1.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
10.2KNew |
$408K - $425K
|
10.2K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.45K+ 26.3% |
$377K - $393K
|
45.4K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.79K+ 12.03% |
$351K - $365K
|
81.8K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.66KNew |
$306K - $318K
|
7.66K
$308K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
6.74K+ 1.7% |
$269K - $280K
|
403K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.54KNew |
$221K - $230K
|
5.54K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.46KNew |
$218K - $227K
|
5.46K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.13K+ 80.06% |
$204K - $213K
|
11.5K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.9K+ 2.03% |
$195K - $203K
|
246K
$9.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4.47KNew |
$178K - $186K
|
4.47K
$180K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.25K+ 41.71% |
$170K - $177K
|
14.4K
$580K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.17K+ 6.97% |
$166K - $173K
|
64K
$2.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.09KNew |
$163K - $170K
|
4.09K
$164K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.11K+ 57.08% |
$124K - $129K
|
8.56K
$344K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.77K+ 53.24% |
$110K - $115K
|
7.97K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.52K+ 111.15% |
$101K - $105K
|
4.79K
$193K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.45K+ 5.09% |
$97.9K - $102K
|
50.6K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.48KNew |
$59.2K - $61.7K
|
1.48K
$59.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.48K+ 2.32% |
$59.1K - $61.6K
|
65.3K
$2.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 0.81% |
$48.5K - $50.5K
|
151K
$6.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.02K+ 2.6% |
$40.6K - $42.3K
|
40.1K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1KNew |
$39.9K - $41.6K
|
1K
$40.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
805+ 4.64% |
$32.1K - $33.4K
|
18.2K
$730K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
684New |
$27.3K - $28.4K
|
684
$27.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
670New |
$26.7K - $27.8K
|
670
$26.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
652+ 4.33% |
$26K - $27.1K
|
15.7K
$631K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
572+ 1.25% |
$22.8K - $23.8K
|
46.2K
$1.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
539+ 1.44% |
$21.5K - $22.4K
|
38.1K
$1.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
530+ 4.0% |
$21.1K - $22K
|
13.8K
$554K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
482New |
$19.2K - $20K
|
482
$19.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
396New |
$15.8K - $16.5K
|
396
$15.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
329+ 1.81% |
$13.1K - $13.7K
|
18.5K
$745K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
266+ 4.15% |
$10.6K - $11.1K
|
6.67K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
200New |
$7.98K - $8.31K
|
200
$8.04K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
186+ 26.8% |
$7.42K - $7.73K
|
880
$35.4K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
173+ 3.67% |
$6.9K - $7.19K
|
4.89K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
113+ 1.29% |
$4.51K - $4.7K
|
8.88K
$357K
|
|