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 98 institutions that hold shares in the stock, with a total of 26.1 Million shares, which have been reported (via 13F filing form) to have a value of $999 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,154,780
shares
|
$159 Million
0.01% of portfolio
|
Q3 2024
Added 34.81%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,803,010
shares
|
$107 Million
0.02% of portfolio
|
Q3 2024
Added 398.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,039,113
shares
|
$78.2 Million
0.37% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,727,791
shares
|
$66.2 Million
7.54% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,607,814
shares
|
$61.6 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,553,269
shares
|
$59.5 Million
0.13% of portfolio
|
Q3 2024
Added 50.53%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
1,189,265
shares
|
$45.6 Million
14.35% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,065,785
shares
|
$40.9 Million
0.0% of portfolio
|
Q3 2024
Added 17854.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
873,832
shares
|
$33.5 Million
0.03% of portfolio
|
Q3 2024
Added 78836.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
802,989
shares
|
$30.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
505,696
shares
|
$19.4 Million
0.02% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
458,420
shares
|
$17.6 Million
11.84% of portfolio
|
Q4 2024
Added 40.41%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
400,957
shares
|
$15.4 Million
13.11% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
396,757
shares
|
$15.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
377,533
shares
|
$14.5 Million
0.08% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
369,834
shares
|
$14.2 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
352,556
shares
|
$13.5 Million
2.96% of portfolio
|
Q4 2024
Added 86.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
307,830
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Added 316.06%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
278,395
shares
|
$10.7 Million
0.9% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
276,845
shares
|
$10.6 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
257,796
shares
|
$9.88 Million
0.85% of portfolio
|
Q4 2024
Added 58.7%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
240,561
shares
|
$9.22 Million
1.32% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
216,214
shares
|
$8.29 Million
0.02% of portfolio
|
Q4 2024
Added 20.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
202,347
shares
|
$7.76 Million
0.03% of portfolio
|
Q3 2024
Added 55.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
178,975
shares
|
$6.86 Million
0.09% of portfolio
|
Q3 2024
New holding
|