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 $955 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,154,780
shares
|
$157 Million
0.01% of portfolio
|
Q3 2024
Added 34.81%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,803,010
shares
|
$106 Million
0.02% of portfolio
|
Q3 2024
Added 398.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,039,113
shares
|
$77.2 Million
0.37% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,607,814
shares
|
$60.9 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,566,637
shares
|
$59.3 Million
7.3% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,553,269
shares
|
$58.8 Million
0.13% of portfolio
|
Q3 2024
Added 50.53%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
1,189,265
shares
|
$45 Million
14.35% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,065,785
shares
|
$40.4 Million
0.0% of portfolio
|
Q3 2024
Added 17854.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
873,832
shares
|
$33.1 Million
0.03% of portfolio
|
Q3 2024
Added 78836.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
802,989
shares
|
$30.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
505,696
shares
|
$19.1 Million
0.02% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
400,957
shares
|
$15.2 Million
13.11% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
398,894
shares
|
$15.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.47%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
377,533
shares
|
$14.3 Million
0.08% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
369,834
shares
|
$14 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
326,482
shares
|
$12.4 Million
8.47% of portfolio
|
Q3 2024
Added 335.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
307,830
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2024
Added 316.06%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
278,395
shares
|
$10.5 Million
0.9% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
276,845
shares
|
$10.5 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
222,470
shares
|
$8.42 Million
1.31% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
202,347
shares
|
$7.66 Million
0.03% of portfolio
|
Q3 2024
Added 55.62%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
189,040
shares
|
$7.16 Million
1.68% of portfolio
|
Q3 2024
Added 353.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
179,132
shares
|
$6.78 Million
0.02% of portfolio
|
Q3 2024
Added 88.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
178,975
shares
|
$6.78 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
176,495
shares
|
$6.68 Million
1.34% of portfolio
|
Q3 2024
New holding
|