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 96 institutions that hold shares in the stock, with a total of 25.2 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
43,987
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 45.0%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
42,775
shares
|
$1.7 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
41,184
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 193.86%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
33,078
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
31,508
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
31,193
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
30,989
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
30,805
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
30,243
shares
|
$1.2 Million
0.23% of portfolio
|
Q3 2024
Added 21.09%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
26,891
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Added 50.31%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
26,368
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
25,375
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
18,001
shares
|
$713,379
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
15,863
shares
|
$628,650
0.02% of portfolio
|
Q3 2024
Added 79.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
15,700
shares
|
$622,191
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
14,324
shares
|
$567,660
0.02% of portfolio
|
Q3 2024
Reduced 26.7%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
13,368
shares
|
$529,773
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
12,135
shares
|
$480,910
0.01% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
11,731
shares
|
$464,899
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
10,948
shares
|
$433,869
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
10,831
shares
|
$429,232
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
10,699
shares
|
$424,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,389
shares
|
$411,716
0.18% of portfolio
|
Q3 2024
Added 30.6%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
10,117
shares
|
$400,936
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
9,971
shares
|
$395,150
0.06% of portfolio
|
Q3 2024
New holding
|