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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
85,091
shares
|
$3.29 Million
0.0% of portfolio
|
Q4 2024
Added 71.1%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
79,666
shares
|
$3.08 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
79,491
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
79,233
shares
|
$3.06 Million
1.93% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
73,123
shares
|
$2.83 Million
0.09% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
64,263
shares
|
$2.48 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
64,029
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Added 49153.08%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
62,332
shares
|
$2.41 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
62,105
shares
|
$2.4 Million
0.25% of portfolio
|
Q4 2024
Added 101.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
59,814
shares
|
$2.31 Million
0.04% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
57,376
shares
|
$2.22 Million
0.07% of portfolio
|
Q4 2024
Added 17.37%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
51,580
shares
|
$1.99 Million
0.44% of portfolio
|
Q4 2024
Reduced 70.78%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
42,848
shares
|
$1.66 Million
0.73% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
41,576
shares
|
$1.61 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
40,810
shares
|
$1.58 Million
0.06% of portfolio
|
Q4 2024
Added 272.76%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
33,399
shares
|
$1.29 Million
0.08% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
32,068
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
30,096
shares
|
$1.16 Million
0.11% of portfolio
|
Q4 2024
Reduced 37.16%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
29,554
shares
|
$1.14 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
29,227
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
28,151
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
25,299
shares
|
$978,059
0.06% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
23,582
shares
|
$911,680
0.04% of portfolio
|
Q4 2024
Added 48.66%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
23,283
shares
|
$900,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
20,667
shares
|
$798,986
0.51% of portfolio
|
Q4 2024
New holding
|