Latest Institutional Purchases of Putnam ETF Tr Bdc Income Etf(D (PBDC)
This list provides information on the latest institutional transactions involving Putnam ETF Tr Bdc Income Etf(D (PBDC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.2KNew |
N/A
|
81.2K
$0
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
70.9K+ 60.36% |
N/A
|
188K
$0
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
42.4KNew |
N/A
|
42.4K
$0
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.4K+ 60.71% |
N/A
|
96.5K
$0
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
31.5K+ 24.62% |
N/A
|
159K
$0
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.1K+ 30.77% |
N/A
|
81.1K
$0
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9K+ 95.74% |
N/A
|
18.4K
$0
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.5KNew |
N/A
|
6.5K
$0
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.2K+ 10.66% |
N/A
|
54K
$0
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.78K+ 12.69% |
N/A
|
42.4K
$0
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.42K+ 63.7% |
N/A
|
11.3K
$0
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.81K+ 8.52% |
N/A
|
48.5K
$0
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.01K+ 3.02% |
N/A
|
102K
$0
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.22K+ 3.85% |
N/A
|
60.1K
$0
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.92K+ 21.01% |
N/A
|
11.1K
$0
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.79K+ 4.64% |
N/A
|
40.3K
$0
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.54K+ 1.8% |
N/A
|
87.4K
$0
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.53K+ 4.8% |
N/A
|
33.4K
$0
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.47K+ 13.63% |
N/A
|
12.2K
$0
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.25K+ 9.03% |
N/A
|
15K
$0
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.23K+ 7.66% |
N/A
|
17.3K
$0
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
850New |
N/A
|
850
$0
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
583+ 4.52% |
N/A
|
13.5K
$0
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
250+ 2.8% |
N/A
|
9.16K
$0
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
186+ 2.41% |
N/A
|
7.91K
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11.9K+ 26.74% |
N/A
|
56.3K
$0
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.95KNew |
N/A
|
9.95K
$0
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.95K+ 63.08% |
N/A
|
10.2K
$0
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.73K+ 15.91% |
N/A
|
19.9K
$0
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.39KNew |
N/A
|
2.39K
$0
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05K+ 105100.0% |
N/A
|
1.05K
$0
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
187New |
N/A
|
187
$0
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
125New |
N/A
|
125
$0
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3New |
N/A
|
3
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.74K+ 601.03% |
N/A
|
2.03K
$0
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
969New |
N/A
|
969
$0
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
23.3KNew |
N/A
|
23.3K
$0
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.74KNew |
N/A
|
8.74K
$0
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
335KNew |
N/A
|
335K
$0
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12KNew |
N/A
|
12K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.5K+ 25.67% |
N/A
|
41.6K
$0
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
900+ 36.0% |
N/A
|
3.4K
$0
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
208New |
N/A
|
208
$0
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
160New |
N/A
|
160
$0
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$0
|
|
Q1 2023 | |||||||
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
675K+ 540.0% |
N/A
|
800K
$0
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
68+ 0.73% |
N/A
|
9.32K
$0
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$0
|