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 76 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,082,020
shares
|
$117 Million
0.01% of portfolio
|
Q2 2024
Added 102.38%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,607,814
shares
|
$61.2 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
1,574,948
shares
|
$59.9 Million
0.29% of portfolio
|
Q2 2024
Added 1392.54%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,566,637
shares
|
$59.6 Million
7.3% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
1,189,265
shares
|
$45.2 Million
14.35% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
1,031,872
shares
|
$39.3 Million
0.09% of portfolio
|
Q2 2024
Added 49.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
802,989
shares
|
$30.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
562,850
shares
|
$21.4 Million
0.01% of portfolio
|
Q2 2024
Added 51.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
487,175
shares
|
$18.5 Million
0.02% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
398,894
shares
|
$15.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.47%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 30, 2024 Q2 2024 |
392,801
shares
|
$14.9 Million
13.12% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
365,046
shares
|
$13.9 Million
0.08% of portfolio
|
Q2 2024
Added 19.89%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
326,482
shares
|
$12.4 Million
8.47% of portfolio
|
Q3 2024
Added 335.38%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
286,045
shares
|
$10.9 Million
0.85% of portfolio
|
Q2 2024
Added 94.22%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
222,470
shares
|
$8.46 Million
1.31% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
202,347
shares
|
$7.7 Million
0.03% of portfolio
|
Q3 2024
Added 55.62%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
189,040
shares
|
$7.19 Million
1.68% of portfolio
|
Q3 2024
Added 353.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
179,132
shares
|
$6.81 Million
0.02% of portfolio
|
Q3 2024
Added 88.81%
|
|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
169,700
shares
|
$6.46 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
164,233
shares
|
$6.25 Million
4.53% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
162,438
shares
|
$6.18 Million
0.48% of portfolio
|
Q3 2024
Added 93.87%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
158,538
shares
|
$6.03 Million
0.92% of portfolio
|
Q3 2024
Added 33.39%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
145,555
shares
|
$5.54 Million
0.77% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
141,172
shares
|
$5.37 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
|
$5.29 Million
0.25% of portfolio
|
Q3 2024
New holding
|