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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
12,135
shares
|
$461,615
0.01% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
11,984
shares
|
$455,871
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
11,631
shares
|
$442,443
0.0% of portfolio
|
Q1 2024
Reduced 6.86%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
10,948
shares
|
$416,461
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,389
shares
|
$395,197
0.18% of portfolio
|
Q3 2024
Added 30.6%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
10,117
shares
|
$384,850
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
9,971
shares
|
$379,296
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
9,871
shares
|
$375,492
0.06% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
9,304
shares
|
$353,924
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,958
shares
|
$264,682
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
6,680
shares
|
$254,107
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
6,528
shares
|
$248,325
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
5,936
shares
|
$225,805
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
5,714
shares
|
$217,360
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,692
shares
|
$216,523
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
5,406
shares
|
$205,644
0.0% of portfolio
|
Q2 2024
Added 3043.02%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
4,520
shares
|
$171,940
0.0% of portfolio
|
Q2 2024
Added 211.29%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,580
shares
|
$98,143
0.0% of portfolio
|
Q3 2024
Added 79.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,492
shares
|
$94,795
0.0% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
1,667
shares
|
$63,412
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,107
shares
|
$42,110
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
553
shares
|
$21,036
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
450
shares
|
$17,118
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
419
shares
|
$15,938
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
200
shares
|
$7,608
0.0% of portfolio
|
Q2 2024
New holding
|