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 117 institutions that hold shares in the stock, with a total of 34.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,741,266
shares
|
$222 Million
0.02% of portfolio
|
Q4 2024
Added 38.18%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,757,297
shares
|
$145 Million
0.73% of portfolio
|
Q4 2024
Added 84.26%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,902,660
shares
|
$112 Million
0.02% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,409,551
shares
|
$93.2 Million
0.01% of portfolio
|
Q4 2024
Added 126.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,310,623
shares
|
$89.3 Million
0.19% of portfolio
|
Q4 2024
Added 48.76%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,727,791
shares
|
$66.8 Million
7.54% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,680,725
shares
|
$65 Million
0.26% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,372,125
shares
|
$53 Million
0.04% of portfolio
|
Q4 2024
Added 57.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,227,015
shares
|
$47.4 Million
0.07% of portfolio
|
Q4 2024
Added 52.81%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
1,214,952
shares
|
$47 Million
13.87% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,122,788
shares
|
$43.4 Million
0.04% of portfolio
|
Q4 2024
Added 122.03%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
458,420
shares
|
$17.7 Million
11.84% of portfolio
|
Q4 2024
Added 40.41%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
434,701
shares
|
$16.8 Million
0.01% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
412,635
shares
|
$16 Million
16.31% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
408,465
shares
|
$15.8 Million
0.09% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
396,757
shares
|
$15.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
386,941
shares
|
$15 Million
0.1% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
366,788
shares
|
$14.2 Million
0.98% of portfolio
|
Q4 2024
Added 31.75%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
352,556
shares
|
$13.6 Million
2.96% of portfolio
|
Q4 2024
Added 86.5%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
346,329
shares
|
$13.4 Million
3.41% of portfolio
|
Q4 2024
Added 100.47%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
330,289
shares
|
$12.8 Million
0.12% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
257,796
shares
|
$9.97 Million
0.85% of portfolio
|
Q4 2024
Added 58.7%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
240,561
shares
|
$9.3 Million
1.32% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
226,341
shares
|
$8.75 Million
0.03% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
216,214
shares
|
$8.36 Million
0.02% of portfolio
|
Q4 2024
Added 20.7%
|