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Putnam BDC Income ETF (PBDC) Institutional Ownership

Putnam BDC Income ETF logo
$31.14 +0.68 (+2.23%)
Closing price 04/17/2025 04:10 PM Eastern
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$31.15 +0.01 (+0.03%)
As of 04/17/2025 05:49 PM Eastern
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Institutional Ownership Changes (13F Filings) for Putnam BDC Income ETF (NYSEARCA:PBDC)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$20.59M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.36M
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PBDC Institutional Buying and Selling by Quarter

Putnam BDC Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025 Wealthcare Advisory Partners LLC37,665$1.31M0.0%+29.2%0.641%
4/9/2025 RFG Advisory LLC52,365$1.82M0.0%+95.0%0.935%
4/9/2025 NBC Securities Inc.1,052$36K0.0%+105,100.0%0.019%
2/18/2025Stonebridge Financial Planning Group LLC82,781$2.85M1.3%+1.4%3.599%
2/17/2025Cetera Investment Advisers47,222$1.63M0.0%+13.7%2.053%
2/17/2025Citadel Advisors LLC6,265$216K0.0%N/A0.272%
2/13/2025Raymond James Financial Inc.115,677$3.98M0.0%N/A5.029%
2/13/2025Envestnet Asset Management Inc.19,374$667K0.0%-4.2%0.842%
2/13/2025Smith Moore & CO.38,412$1.32M0.1%N/A1.670%
2/11/2025Condor Capital Management67,097$2.31M0.2%-2.5%2.917%
2/10/2025Corient Private Wealth LLC54,106$1.86M0.0%+70.4%2.352%
2/10/2025Commonwealth Equity Services LLC103,260$3.55M0.0%+1.9%4.490%
2/10/2025Avantax Advisory Services Inc.54,866$1.89M0.0%+18.8%2.385%
2/7/2025Prosperity Financial Group Inc.56,213$1.94M1.0%-33.0%2.444%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,375$426K0.1%+8.1%0.538%
2/6/2025Raymond James Financial Inc.115,677$3.98M0.0%N/A5.029%
2/6/2025Steward Partners Investment Advisory LLC58,856$2.03M0.0%+13.5%2.559%
2/3/2025Able Wealth Management LLC8,885$306K0.2%-5.6%0.386%
2/3/2025Advyzon Investment Management LLC5,895$203K0.1%N/A0.256%
1/31/20253EDGE Asset Management LP47,845$1.65M0.1%-2.9%2.080%
1/31/2025D.A. Davidson & CO.12,353$425K0.0%+27.2%0.537%
1/31/2025J.W. Cole Advisors Inc.7,071$243K0.0%N/A0.307%
1/30/2025Principal Securities Inc.9,142$315K0.0%+13.9%0.397%
1/28/2025Newbridge Financial Services Group Inc.44,456$1.53M0.4%+40.6%1.933%
1/21/2025 RFG Advisory LLC26,854$924K0.0%+224.3%1.168%
1/17/2025Evolution Wealth Advisors LLC135,285$4.66M0.8%-0.4%5.882%
1/15/2025 Wealthcare Advisory Partners LLC29,149$1.00M0.0%+1.7%1.267%
11/15/2024MML Investors Services LLC16,393$554K0.0%N/A0.713%
11/13/2024Prosperity Financial Group Inc.83,838$2.83M1.6%+0.9%3.645%
11/8/2024Stonebridge Financial Planning Group LLC81,672$2.76M1.3%+4.9%3.551%
11/1/2024Able Wealth Management LLC9,415$318K0.2%N/A0.409%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,444$387K0.1%-31.7%0.498%
10/15/2024 NBC Securities Inc.986$33K0.0%N/A0.043%
10/8/2024CWM LLC8,000$270K0.0%-9.6%0.348%
8/22/2024Cetera Investment Advisers46,275$1.60M0.0%+11.2%2.012%
8/8/2024Condor Capital Management46,291$1.60M0.2%N/A2.013%
8/8/2024Stonebridge Financial Planning Group LLC77,848$2.70M1.4%+15.2%3.385%
7/31/2024Commonwealth Equity Services LLC154,464$5.35M0.0%+12.9%6.716%
7/24/2024Catalina Capital Group LLC8,742$303K0.1%N/A0.380%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,752$580K0.1%+39.3%0.728%
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7/18/2024Evolution Wealth Advisors LLC135,835$4.70M0.9%+4.7%5.906%
7/10/2024CWM LLC8,850$306K0.0%+7.3%0.385%
5/17/2024Comerica Bank3,400$115K0.0%+36.0%0.148%
5/8/2024Avantax Advisory Services Inc.25,682$871K0.0%N/A1.126%
5/1/2024 Janney Montgomery Scott LLC10,675$362K0.0%-6.8%0.468%
4/30/2024Hartline Investment Corp12,030$408K0.1%N/A0.528%
4/29/2024Commonwealth Equity Services LLC136,792$4.64M0.0%+19.5%6.000%
4/19/2024Evolution Wealth Advisors LLC129,755$4.40M0.8%N/A5.952%
4/15/2024 Wealthcare Advisory Partners LLC41,386$1.40M0.0%+7.4%1.898%
4/11/2024 Fortitude Family Office LLC1,174$40K0.0%N/A0.054%
2/12/2024Steward Partners Investment Advisory LLC30,050$951K0.0%N/A2.613%
2/6/2024 Wealthcare Advisory Partners LLC38,522$1.22M0.0%+41.6%3.350%
2/5/2024Stonebridge Financial Planning Group LLC61,777$1.96M1.1%+27.0%5.372%
2/1/2024CWM LLC7,300$231K0.0%+92.1%0.635%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,620$241K0.0%N/A0.663%
11/8/2023 Janney Montgomery Scott LLC14,450$457K0.0%N/A1.257%
11/8/2023Stonebridge Financial Planning Group LLC48,657$1.54M0.9%+27.6%4.231%
11/8/2023Kestra Private Wealth Services LLC7,540$238K0.0%N/A0.656%
11/7/2023Prosperity Financial Group Inc.52,036$1.65M1.4%N/A4.525%
10/23/2023Commonwealth Equity Services LLC85,666$2.71M0.0%+26.5%7.449%
10/12/2023 Wealthcare Advisory Partners LLC27,196$860K0.0%N/A2.365%
10/11/2023CWM LLC3,800$120K0.0%N/A0.330%
8/10/2023Commonwealth Equity Services LLC67,700$2.04M0.0%N/A5.887%
5/22/2023Putnam Investments LLC800,000$22.76M0.0%+540.0%87.912%
2/8/2023Belpointe Asset Management LLC4,200$113K0.0%N/A2.100%
1/25/2023AJ Wealth Strategies LLC9,256$249K0.0%N/A4.628%
11/15/2022Putnam Investments LLC125,000$3.14M0.0%N/A62.500%
(Data available from 1/1/2016 forward)

PBDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBDC shares?

During the previous two years, 33 institutional investors and hedge funds held shares of Putnam BDC Income ETF. The most heavily invested institutionals were Putnam Investments LLC ($22.76M), Evolution Wealth Advisors LLC ($4.66M), Raymond James Financial Inc. ($3.98M), Commonwealth Equity Services LLC ($3.55M), Stonebridge Financial Planning Group LLC ($2.85M), Condor Capital Management ($2.31M), and Steward Partners Investment Advisory LLC ($2.03M).Learn more on PBDC's institutional investors.

Which institutional investors have been buying Putnam BDC Income ETF stock?

Of the 31 institutional investors that purchased Putnam BDC Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Putnam Investments LLC ($675K), Raymond James Financial Inc. ($231.35K), Evolution Wealth Advisors LLC ($135.84K), Commonwealth Equity Services LLC ($127.59K), Prosperity Financial Group Inc. ($52.78K), Wealthcare Advisory Partners LLC ($50.39K), and Condor Capital Management ($46.29K).

How much institutional buying is happening at Putnam BDC Income ETF?

Institutional investors have bought a total of 1,674,395 shares in the last 24 months. This purchase volume represents approximately $52.67M in transactions.

Which Putnam BDC Income ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold Putnam BDC Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prosperity Financial Group Inc. ($27.63K), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($5.31K), Condor Capital Management ($1.72K), 3EDGE Asset Management LP ($1.43K), Envestnet Asset Management Inc. ($858.00), CWM LLC ($850.00), and Janney Montgomery Scott LLC ($775.00).

How much institutional selling is happening at Putnam BDC Income ETF?

Institutional investors have sold a total of 39,642 shares in the last 24 months. This volume of shares sold represents approximately $1.36M in transactions.


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This page (NYSEARCA:PBDC) was last updated on 4/20/2025 by MarketBeat.com Staff
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