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 61 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $507 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,082,020
shares
|
$113 Million
0.01% of portfolio
|
Q2 2024
Added 102.38%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
1,574,948
shares
|
$57.9 Million
0.29% of portfolio
|
Q2 2024
Added 1392.54%
|
|
Amplius Wealth Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
1,364,729
shares
|
$50.2 Million
6.53% of portfolio
|
Q2 2024
Reduced 10.15%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
1,078,752
shares
|
$39.7 Million
12.71% of portfolio
|
Q2 2024
Added 2.07%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
1,031,872
shares
|
$37.9 Million
0.09% of portfolio
|
Q2 2024
Added 49.67%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
975,444
shares
|
$35.9 Million
0.06% of portfolio
|
Q2 2024
Added 147.21%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
582,076
shares
|
$21.4 Million
0.05% of portfolio
|
Q2 2024
Added 0.67%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
562,850
shares
|
$20.7 Million
0.01% of portfolio
|
Q2 2024
Added 51.75%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
487,175
shares
|
$17.9 Million
0.02% of portfolio
|
Q2 2024
Added 5.93%
|
|
Ggm Financials LLC
Columbus, OH |
Jul 30, 2024 Q2 2024 |
392,801
shares
|
$14.4 Million
13.12% of portfolio
|
Q2 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
365,046
shares
|
$13.4 Million
0.08% of portfolio
|
Q2 2024
Added 19.89%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
286,045
shares
|
$10.5 Million
0.85% of portfolio
|
Q2 2024
Added 94.22%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 16, 2024 Q2 2024 |
217,596
shares
|
$8 Million
1.3% of portfolio
|
Q2 2024
New holding
|
|
Provident Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
161,707
shares
|
$5.95 Million
2.15% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
130,023
shares
|
$4.78 Million
0.02% of portfolio
|
Q2 2024
Added 250.4%
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
129,033
shares
|
$4.74 Million
2.96% of portfolio
|
Q2 2024
Added 2.24%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
128,793
shares
|
$4.74 Million
0.7% of portfolio
|
Q2 2024
New holding
|
|
E Rn Financial, LLC
|
Jul 18, 2024 Q2 2024 |
118,857
shares
|
$4.37 Million
0.72% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
94,875
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2024
Added 32.81%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
83,789
shares
|
$3.08 Million
0.29% of portfolio
|
Q2 2024
Added 41.63%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
79,981
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2024 Q2 2024 |
74,987
shares
|
$2.76 Million
2.06% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
73,987
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2024
Added 106.41%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
66,940
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2024
Added 36.46%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
59,278
shares
|
$2.18 Million
0.04% of portfolio
|
Q2 2024
Added 0.04%
|