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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
172,757
shares
|
$6.39 Million
1.65% of portfolio
|
Q3 2024
New holding
|
|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
169,700
shares
|
$6.27 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
164,233
shares
|
$6.07 Million
4.53% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
162,438
shares
|
$6 Million
0.48% of portfolio
|
Q3 2024
Added 93.87%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
158,538
shares
|
$5.86 Million
0.92% of portfolio
|
Q3 2024
Added 33.39%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
145,555
shares
|
$5.38 Million
0.77% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
141,172
shares
|
$5.22 Million
3.34% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
139,191
shares
|
$5.14 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
133,831
shares
|
$4.95 Million
2.84% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
123,446
shares
|
$4.56 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
113,458
shares
|
$4.19 Million
1.47% of portfolio
|
Q3 2024
Reduced 29.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
99,536
shares
|
$3.68 Million
0.04% of portfolio
|
Q3 2024
Added 69.97%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
76,793
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
73,658
shares
|
$2.72 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
72,979
shares
|
$2.7 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
72,168
shares
|
$2.67 Million
2.51% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
72,147
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2024
Added 980.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
70,845
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Added 35.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
67,542
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Added 29.32%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
58,462
shares
|
$2.16 Million
1.68% of portfolio
|
Q3 2024
Added 67.94%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
57,286
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
49,731
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 314.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
48,884
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2024
Added 11566.83%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
47,890
shares
|
$1.77 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
44,063
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2024
New holding
|