Latest Institutional Transactions on Franklin International Low Vol (LVHI)
This table provides information on the latest institutional transactions involving Franklin International Low Vol (LVHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
7.11KNew |
$195K - $212K
|
7.11K
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
95.6KNew |
$2.63M - $2.85M
|
95.6K
$3.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
250+ 14.49% |
$6.87K - $7.46K
|
1.98K
$64.2K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.03K+ 10.65% |
$166K - $180K
|
62.6K
$2.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12KNew |
$329K - $357K
|
12K
$389K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-1.31K- 3.29% |
$35.9K - $39K
|
38.4K
$1.25M
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
20.7KNew |
$546K - $590K
|
20.7K
$673K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
110KNew |
$2.9M - $3.13M
|
110K
$3.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-88- 15.86% |
$2.32K - $2.51K
|
467
$15.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.31K+ 4.37% |
$34.6K - $37.3K
|
31.3K
$1.02M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
3.23K+ 21.63% |
$85.7K - $90.2K
|
18.1K
$590K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.1KNew |
$295K - $310K
|
11.1K
$361K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15New |
$399 - $420
|
15
$488
|
|
| Q2 2023 | |||||||
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10New |
$266 - $279
|
10
$325
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7.08K+ 4.71% |
$188K - $197K
|
157K
$5.12M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
7.08K+ 4.71% |
$188K - $197K
|
157K
$5.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.46KNew |
$172K - $180K
|
6.46K
$210K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
110K+ 48.95% |
$2.92M - $3.06M
|
333K
$10.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
69New |
$1.84K - $1.92K
|
69
$2.24K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-71.7K- 16.21% |
$1.91M - $2M
|
371K
$12.1M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
239KNew |
$6.19M - $6.51M
|
239K
$7.78M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 1.82% |
$259 - $273
|
558
$18.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 17.48% |
$647 - $681
|
118
$3.84K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12KNew |
$288K - $325K
|
12K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
33.6KNew |
$806K - $909K
|
33.6K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
24.5KNew |
$587K - $663K
|
24.5K
$796K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
652+ 100.0% |
$15.7K - $17.7K
|
1.3K
$42.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.47K+ 5.69% |
$35.2K - $39.7K
|
27.2K
$886K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
17.5K+ 16.6% |
$421K - $475K
|
123K
$4.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
36.7KNew |
$881K - $994K
|
36.7K
$1.19M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.4K+ 23.47% |
$82K - $90.6K
|
17.9K
$582K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
630New |
$15.2K - $16.8K
|
630
$20.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.78KNew |
$42.8K - $47.3K
|
1.78K
$57.7K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-926KClosed |
$23.6M - $25.8M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.39KNew |
$35.4K - $38.8K
|
1.39K
$45.2K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-10Closed |
$254 - $267
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-73Closed |
$1.86K - $1.95K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-11KClosed |
$280K - $294K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.33KNew |
$85.1K - $89.6K
|
3.33K
$108K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$26.9K - $28.3K
|
1.05K
$34.3K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.29KClosed |
$58K - $60.2K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-528Closed |
$13.3K - $13.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.75K- 92.11% |
$37.7K - $40.3K
|
150
$4.88K
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.8KClosed |
$208K - $251K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-200Closed |
$3.84K - $4.64K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1KClosed |
$19.2K - $23.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-904Closed |
$16.8K - $24.9K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-295Closed |
$7.09K - $8K
|
0
$0
|
|