Institutional Ownership Putnam ETF Tr Bdc Income Etf(D (PBDC)
This table provides information about the institutional ownership of Putnam ETF Tr Bdc Income Etf(D (PBDC). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 1.71 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
800,000
shares
|
$0
0.0% of portfolio
|
Q1 2023
Added 540.0%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
135,835
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.69%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
101,286
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 34.43%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
83,838
shares
|
$0
1.59% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
81,672
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
68,816
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 48.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
51,835
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
49,272
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
46,168
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 20.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
41,521
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
31,745
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 201.5%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
31,619
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
28,663
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 30.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
26,644
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
20,232
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,212
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
16,393
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
11,444
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 31.69%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,439
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
9,715
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
9,415
shares
|
$0
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
9,060
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
8,281
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,025
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
8,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.6%
|