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 123 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,563
shares
|
$311,778
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
7,932
shares
|
$288,804
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
7,513
shares
|
$273,548
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
7,110
shares
|
$258,875
0.02% of portfolio
|
Q4 2024
Added 31.72%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
6,949
shares
|
$253,013
0.02% of portfolio
|
Q4 2024
Added 26.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
6,590
shares
|
$239,941
0.0% of portfolio
|
Q4 2024
Added 21.27%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,476
shares
|
$235,791
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
5,917
shares
|
$215,437
0.09% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,711
shares
|
$207,937
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,692
shares
|
$207,245
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
5,670
shares
|
$206,444
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,509
shares
|
$200,582
0.0% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
3,000
shares
|
$109,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,680
shares
|
$97,578
0.0% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
765
shares
|
$27,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
650
shares
|
$23,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
450
shares
|
$16,384
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
315
shares
|
$11,469
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
284
shares
|
$10,340
0.0% of portfolio
|
Q4 2024
Reduced 97.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
237
shares
|
$8,629
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
200
shares
|
$7,281
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
112
shares
|
$4,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
42
shares
|
$1,529
0.0% of portfolio
|
Q4 2024
Reduced 97.85%
|