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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
17,925
shares
|
$692,980
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
17,700
shares
|
$684,281
0.01% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
17,688
shares
|
$683,818
0.02% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
16,646
shares
|
$643,534
0.1% of portfolio
|
Q4 2024
Added 127.87%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
14,574
shares
|
$563,430
0.22% of portfolio
|
Q4 2024
Added 44.05%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
14,333
shares
|
$554,113
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
13,210
shares
|
$510,698
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
12,788
shares
|
$494,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,861
shares
|
$458,546
0.0% of portfolio
|
Q4 2024
Reduced 64.14%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
11,778
shares
|
$455,337
0.01% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
11,731
shares
|
$453,520
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
10,325
shares
|
$399,164
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
9,971
shares
|
$385,478
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
9,942
shares
|
$384,357
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
9,504
shares
|
$367,424
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
9,371
shares
|
$362,282
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
9,071
shares
|
$350,684
0.14% of portfolio
|
Q4 2024
Reduced 16.25%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,970
shares
|
$346,780
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,563
shares
|
$331,045
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
7,513
shares
|
$290,452
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
7,110
shares
|
$274,872
0.02% of portfolio
|
Q4 2024
Added 31.72%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
6,949
shares
|
$268,648
0.02% of portfolio
|
Q4 2024
Added 26.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
6,590
shares
|
$254,769
0.0% of portfolio
|
Q4 2024
Added 21.27%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
6,528
shares
|
$252,372
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,476
shares
|
$250,362
0.01% of portfolio
|
Q4 2024
New holding
|