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 80 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $644 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
14,015
shares
|
$528,085
0.01% of portfolio
|
Q2 2024
Added 600.75%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
13,368
shares
|
$503,706
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
12,135
shares
|
$457,246
0.01% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
11,984
shares
|
$451,557
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
11,631
shares
|
$438,256
0.0% of portfolio
|
Q1 2024
Reduced 6.86%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
10,948
shares
|
$412,520
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,389
shares
|
$391,457
0.18% of portfolio
|
Q3 2024
Added 30.6%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
10,117
shares
|
$381,208
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
9,971
shares
|
$375,707
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
9,871
shares
|
$371,939
0.06% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
9,304
shares
|
$350,574
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
|
$262,177
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
6,680
shares
|
$251,702
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
6,528
shares
|
$245,975
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
5,936
shares
|
$223,668
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
5,714
shares
|
$215,303
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,692
shares
|
$214,474
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
5,483
shares
|
$206,599
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
5,406
shares
|
$203,698
0.0% of portfolio
|
Q2 2024
Added 3043.02%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
5,398
shares
|
$203,396
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
4,520
shares
|
$170,313
0.0% of portfolio
|
Q2 2024
Added 211.29%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,580
shares
|
$97,214
0.0% of portfolio
|
Q3 2024
Added 79.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,492
shares
|
$93,898
0.0% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
1,667
shares
|
$62,812
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,107
shares
|
$41,711
0.0% of portfolio
|
Q2 2024
New holding
|