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 $509 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
58,561
shares
|
$2.16 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
52,472
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
52,228
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Wealth Care Investment Partners, LLC
|
Jul 18, 2024 Q2 2024 |
43,679
shares
|
$1.61 Million
0.77% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
Harbor Group, Inc.
|
Jul 12, 2024 Q2 2024 |
41,705
shares
|
$1.54 Million
0.39% of portfolio
|
Q2 2024
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
32,545
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2024
Added 14.14%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
30,033
shares
|
$1.11 Million
0.11% of portfolio
|
Q2 2024
Added 34.24%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
29,283
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2024
Added 0.69%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
26,076
shares
|
$963,508
0.07% of portfolio
|
Q2 2024
New holding
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 12, 2024 Q2 2024 |
24,976
shares
|
$922,863
0.19% of portfolio
|
Q2 2024
Added 27.68%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
21,792
shares
|
$805,214
0.02% of portfolio
|
Q2 2024
Reduced 63.0%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
19,542
shares
|
$722,076
0.02% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
17,890
shares
|
$661,035
0.01% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
14,015
shares
|
$517,854
0.01% of portfolio
|
Q2 2024
Added 600.75%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
11,984
shares
|
$442,808
0.0% of portfolio
|
Q2 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
11,631
shares
|
$429,765
0.0% of portfolio
|
Q1 2024
Reduced 6.86%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
9,814
shares
|
$362,627
0.01% of portfolio
|
Q2 2024
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
9,304
shares
|
$343,782
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
8,825
shares
|
$326,083
0.01% of portfolio
|
Q2 2024
New holding
|
|
Baker Tilly Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
7,955
shares
|
$293,937
0.12% of portfolio
|
Q1 2024
Added 10.79%
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
7,504
shares
|
$277,272
0.05% of portfolio
|
Q2 2024
New holding
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,958
shares
|
$257,098
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
6,680
shares
|
$246,826
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
5,936
shares
|
$219,335
0.0% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
5,692
shares
|
$210,319
0.0% of portfolio
|
Q2 2024
New holding
|