Institutional Ownership Putnam ETF Tr Putnam Focused L (PVAL)
This table provides information about the institutional ownership of Putnam ETF Tr Putnam Focused L (PVAL). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 26.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
174,834
shares
|
$6.82 Million
4.24% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
172,757
shares
|
$6.74 Million
1.65% of portfolio
|
Q3 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
169,949
shares
|
$6.63 Million
0.97% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
169,700
shares
|
$6.62 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
141,172
shares
|
$5.5 Million
3.34% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
139,191
shares
|
$5.43 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
133,831
shares
|
$5.22 Million
2.84% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
123,446
shares
|
$4.81 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
113,458
shares
|
$4.42 Million
1.47% of portfolio
|
Q3 2024
Reduced 29.84%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
110,735
shares
|
$4.32 Million
0.58% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
107,520
shares
|
$4.19 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
99,536
shares
|
$3.88 Million
0.04% of portfolio
|
Q3 2024
Added 69.97%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
90,914
shares
|
$3.54 Million
1.35% of portfolio
|
Q4 2024
Added 775.1%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
90,221
shares
|
$3.52 Million
0.08% of portfolio
|
Q4 2024
Added 104.75%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
88,648
shares
|
$3.46 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
76,793
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
73,658
shares
|
$2.87 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
72,979
shares
|
$2.85 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
72,168
shares
|
$2.81 Million
2.51% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
72,147
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Added 980.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
70,845
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Added 35.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
67,542
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 29.32%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
62,105
shares
|
$2.42 Million
0.25% of portfolio
|
Q4 2024
Added 101.61%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
58,462
shares
|
$2.28 Million
1.68% of portfolio
|
Q3 2024
Added 67.94%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
57,286
shares
|
$2.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.36%
|