Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of PUTNAM ETF TR BDC INCOME ETF(D.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
335KNew |
N/A
|
335K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
130KNew |
N/A
|
130K
$0
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
56.5KNew |
N/A
|
56.5K
$0
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
46.3KNew |
N/A
|
46.3K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.6KNew |
N/A
|
41.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
29.8K+ 68.36% |
N/A
|
73.4K
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.7KNew |
N/A
|
25.7K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.3K+ 19.45% |
N/A
|
137K
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4K+ 47.79% |
N/A
|
44.4K
$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 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.11KNew |
N/A
|
8.11K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.29KNew |
N/A
|
6.29K
$0
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5.82K+ 9.41% |
N/A
|
67.6K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.41K+ 57.87% |
N/A
|
12K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.01KNew |
N/A
|
4.01K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.86K+ 7.43% |
N/A
|
41.4K
$0
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.01K+ 25.69% |
N/A
|
9.81K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.83K+ 23.33% |
N/A
|
9.66K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
950+ 13.01% |
N/A
|
8.25K
$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
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
160New |
N/A
|
160
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-775- 6.77% |
N/A
|
10.7K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.6K- 83.01% |
N/A
|
4.01K
$0
|