Putnam BDC Income ETF (PBDC) Institutional Ownership $34.48 +0.30 (+0.88%) (As of 12/20/2024 05:16 PM ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Putnam BDC Income ETF (NYSEARCA:PBDC)Number ofInstitutional Buyers(last 12 months)18TotalInstitutional Inflows(last 12 months)$13.17MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$234.36K Get PBDC Insider Trade Alerts Want to know when executives and insiders are buying or selling Putnam BDC Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PBDC Institutional Buying and Selling by Quarter Ad Crypto Swap ProfitsURGENT: This Altcoin Opportunity Won’t Wait – Act NowCrypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.>> Register for the Workshop Now Putnam BDC Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/15/2024 MML Investors Services LLC16,393$554K0.0%N/A0.713% 11/13/2024 Prosperity Financial Group Inc.83,838$2.83M1.6%+0.9%3.645% 11/8/2024 Stonebridge Financial Planning Group LLC81,672$2.76M1.3%+4.9%3.551% 11/1/2024 Able Wealth Management LLC9,415$318K0.2%N/A0.409% 10/24/2024 Bay 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% Get the Latest News and Ratings for PBDC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Putnam BDC Income ETF and its competitors with MarketBeat's FREE daily newsletter. 10/8/2024 CWM LLC8,000$270K0.0%-9.6%0.348% 8/22/2024 Cetera Investment Advisers46,275$1.60M0.0%+11.2%2.012% 8/8/2024 Condor Capital Management46,291$1.60M0.2%N/A2.013% 8/8/2024 Stonebridge 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% 7/24/2024 Catalina Capital Group LLC8,742$303K0.1%N/A0.380% 7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,752$580K0.1%+39.3%0.728% 7/18/2024 Evolution Wealth Advisors LLC135,835$4.70M0.9%+4.7%5.906% 7/10/2024 CWM LLC8,850$306K0.0%+7.3%0.385% 5/17/2024 Comerica Bank3,400$115K0.0%+36.0%0.148% 5/8/2024 Avantax Advisory Services Inc.25,682$871K0.0%N/A1.126% 5/1/2024 Janney Montgomery Scott LLC10,675$362K0.0%-6.8%0.468% 4/30/2024 Hartline Investment Corp12,030$408K0.1%N/A0.528% 4/29/2024Commonwealth Equity Services LLC136,792$4.64M0.0%+19.5%6.000% 4/19/2024 Evolution 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% 2/12/2024 Steward 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% 2/5/2024 Stonebridge Financial Planning Group LLC61,777$1.96M1.1%+27.0%5.372% 2/1/2024 CWM LLC7,300$231K0.0%+92.1%0.635% 1/30/2024 Bay 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% 11/8/2023 Stonebridge Financial Planning Group LLC48,657$1.54M0.9%+27.6%4.231% 11/8/2023 Kestra Private Wealth Services LLC7,540$238K0.0%N/A0.656% 11/7/2023 Prosperity 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% 10/11/2023 CWM 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% 2/8/2023 Belpointe 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% URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.>> Register for the Workshop Now(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, 23 institutional investors and hedge funds held shares of Putnam BDC Income ETF. The most heavily invested institutionals were Putnam Investments LLC ($22.76M), Commonwealth Equity Services LLC ($5.35M), Evolution Wealth Advisors LLC ($4.70M), Prosperity Financial Group Inc. ($2.83M), Stonebridge Financial Planning Group LLC ($2.76M), Condor Capital Management ($1.60M), and Cetera Investment Advisers ($1.60M).Learn more on PBDC's institutional investors. Which institutional investors have been buying Putnam BDC Income ETF stock? Of the 23 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), Evolution Wealth Advisors LLC ($135.84K), Commonwealth Equity Services LLC ($125.61K), Prosperity Financial Group Inc. ($52.78K), Condor Capital Management ($46.29K), Wealthcare Advisory Partners LLC ($41.39K), and Stonebridge Financial Planning Group LLC ($37.72K). How much institutional buying is happening at Putnam BDC Income ETF? Institutional investors have bought a total of 1,280,330 shares in the last 24 months. This purchase volume represents approximately $39.00M in transactions. Which Putnam BDC Income ETF major shareholders have been selling company stock? The following institutional investors have sold Putnam BDC Income ETF stock in the last 24 months: Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($5.31K), 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 6,933 shares in the last 24 months. This volume of shares sold represents approximately $234.36K in transactions. 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