Purchases and Sales Made in Q4 2023 in Franklin International Low Vol (LVHI)
This table provides information about the institutional ownership of Franklin International Low Vol (LVHI) during Q4 2023. The information is specifically focused on institutions that hold shares of FRANKLIN INTERNATIONAL LOW VOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.31K+ 3.32% |
$34.7K - $37.4K
|
40.9K
$1.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.31K+ 4.37% |
$34.6K - $37.3K
|
31.3K
$997K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.09K+ 31.14% |
$28.7K - $31K
|
4.58K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
974+ 3.02% |
$25.7K - $27.8K
|
33.2K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
660+ 3.61% |
$17.4K - $18.8K
|
18.9K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
628+ 1.95% |
$16.6K - $17.9K
|
32.9K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
579+ 1.22% |
$15.3K - $16.5K
|
47.9K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
533+ 4.98% |
$14.1K - $15.2K
|
11.2K
$358K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
308+ 2.43% |
$8.13K - $8.78K
|
13K
$414K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
257+ 0.74% |
$6.78K - $7.32K
|
34.9K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
167+ 7.85% |
$4.41K - $4.76K
|
2.29K
$73.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
127+ 1.1% |
$3.35K - $3.62K
|
11.7K
$372K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 23.81% |
$1.32K - $1.43K
|
260
$8.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21+ 21.0% |
$554 - $599
|
121
$3.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 1.67% |
$422 - $456
|
972
$31K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.05% |
$106 - $114
|
7.59K
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 1.07% |
$528 - $570
|
1.86K
$59.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-24- 0.16% |
$633 - $684
|
14.9K
$475K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-42- 13.73% |
$1.11K - $1.2K
|
264
$8.41K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-53- 17.73% |
$1.4K - $1.51K
|
246
$7.84K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-88- 15.86% |
$2.32K - $2.51K
|
467
$14.9K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-334- 1.21% |
$8.81K - $9.52K
|
27.4K
$872K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-649- 4.84% |
$17.1K - $18.5K
|
12.8K
$407K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.34K- 4.05% |
$35.3K - $38.2K
|
31.7K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.55K- 15.04% |
$41K - $44.3K
|
8.78K
$280K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.8K- 1.9% |
$47.4K - $51.2K
|
93K
$2.96M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.74K- 1.64% |
$72.3K - $78K
|
165K
$5.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.56K- 0.72% |
$93.8K - $101K
|
491K
$15.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.65K- 15.08% |
$96.4K - $104K
|
20.6K
$656K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.73K- 23.31% |
$98.5K - $106K
|
12.3K
$392K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.78K- 17.77% |
$99.6K - $108K
|
17.5K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.36K- 14.73% |
$115K - $124K
|
25.2K
$804K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.94K- 40.21% |
$130K - $141K
|
7.34K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.2K- 7.19% |
$190K - $205K
|
93K
$2.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.11K- 8.45% |
$214K - $231K
|
87.8K
$2.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-11.5K- 7.65% |
$304K - $328K
|
139K
$4.43M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-13.3K- 25.09% |
$351K - $379K
|
39.7K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24K- 17.45% |
$634K - $685K
|
114K
$3.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-47.4K- 49.63% |
$1.25M - $1.35M
|
48.1K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-55.3K- 72.61% |
$1.46M - $1.57M
|
20.8K
$664K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-99.9K- 97.76% |
$2.64M - $2.85M
|
2.29K
$73.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-133K- 25.57% |
$3.51M - $3.8M
|
388K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-136K- 85.34% |
$3.59M - $3.87M
|
23.4K
$744K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-137K- 76.81% |
$3.63M - $3.92M
|
41.5K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-273K- 55.93% |
$7.2M - $7.78M
|
215K
$6.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-555K- 94.53% |
$14.7M - $15.8M
|
32.1K
$1.02M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-910K- 42.1% |
$24M - $25.9M
|
1.25M
$39.9M
|