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 |
|---|---|---|---|---|---|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
198,505
shares
|
$7.67 Million
0.48% of portfolio
|
Q4 2024
Added 16.97%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
174,834
shares
|
$6.76 Million
4.24% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
169,949
shares
|
$6.57 Million
0.97% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
159,591
shares
|
$6.17 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
149,630
shares
|
$5.78 Million
3.44% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
147,468
shares
|
$5.7 Million
5.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
139,670
shares
|
$5.4 Million
4.65% of portfolio
|
Q4 2024
Added 93.53%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
137,847
shares
|
$5.33 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
135,998
shares
|
$5.26 Million
2.51% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
126,023
shares
|
$4.87 Million
0.66% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
120,230
shares
|
$4.65 Million
0.03% of portfolio
|
Q4 2024
Added 63.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
117,544
shares
|
$4.54 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
116,611
shares
|
$4.51 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
110,735
shares
|
$4.28 Million
0.58% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
110,348
shares
|
$4.27 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
107,520
shares
|
$4.16 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
96,834
shares
|
$3.74 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
90,914
shares
|
$3.51 Million
1.35% of portfolio
|
Q4 2024
Added 775.1%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
90,221
shares
|
$3.49 Million
0.08% of portfolio
|
Q4 2024
Added 104.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
89,477
shares
|
$3.46 Million
0.03% of portfolio
|
Q4 2024
Added 117.26%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
88,648
shares
|
$3.43 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
88,578
shares
|
$3.42 Million
0.01% of portfolio
|
Q4 2024
Added 22.77%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
87,052
shares
|
$3.37 Million
1.08% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
85,839
shares
|
$3.32 Million
0.01% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
85,400
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
Added 20.54%
|