Putnam BDC Income ETF (PBDC) Institutional Ownership $35.34 +0.31 (+0.88%) Closing price 04:10 PM EasternExtended Trading$35.32 -0.03 (-0.07%) As of 07:00 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. 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)19TotalInstitutional Inflows(last 12 months)$13.82MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$253.29K 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 Putnam BDC Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/21/2025RFG Advisory LLC26,854$924K0.0%+224.3%1.168% 1/17/2025 Evolution 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% 10/15/2024NBC Securities Inc.986$33K0.0%N/A0.043% 10/8/2024CWM LLC8,000$270K0.0%-9.6%0.348% 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. 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% 7/18/2024 Evolution 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% 4/19/2024 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% 2/12/2024Steward 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% 2025: Crypto Opportunities You Can’t Afford to Miss (Ad)Cryptocurrencies are once again gaining incredible momentum, and savvy investors are positioning themselves to capitalize on this surge in 2025. The question is—will you be among them? With groundbreaking advancements and increasing institutional adoption on the horizon, there's never been a better time to explore the potential gains in crypto. What’s Fueling the Crypto Comeback?Get our comprehensive guide, Navigating the Future: Cryptos to Watch in 20252/8/2023Belpointe 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, 24 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 ($4.66M), 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 24 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 ($41.87K), 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 1,299,389 shares in the last 24 months. This purchase volume represents approximately $39.65M 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), Janney Montgomery Scott LLC ($775.00), and Evolution Wealth Advisors LLC ($550.00). How much institutional selling is happening at Putnam BDC Income ETF? Institutional investors have sold a total of 7,483 shares in the last 24 months. This volume of shares sold represents approximately $253.29K in transactions. Related Companies PIMCO Preferred and Capital Securities Active Exchange-Traded Fund Major Shareholders First Trust NASDAQ ABA Community Bank Index Fund Major Shareholders Direxion Daily Financial Bear 3X Shares Major Shareholders First Trust Nasdaq Bank ETF Major Shareholders Calvert Ultra-Short Investment Grade ETF Major Shareholders Invesco KBW Regional Banking ETF Major Shareholders ETRACS Linked to the Wells Fargo Business Development Company Index ETN Series B Major Shareholders Invesco S&P SmallCap Financials ETF Major Shareholders Invesco Global Listed Private Equity ETF Major Shareholders ProShares Short Financials Major Shareholders This page (NYSEARCA:PBDC) was last updated on 1/21/2025 by MarketBeat.com Staff From Our Partners$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...Stansberry Research | SponsoredTrump’s Sending THIS Crypto Higher on PurposeDiscover the coin set to explode in 2025! Trump could trigger THIS crypto coin… Crypto 101 Media | SponsoredVladimir Lenin was right…The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...Porter & Company | SponsoredMost People Are Dead Wrong.Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...Brownstone Research | SponsoredThis coin could surge during Trump’s first week in office.Juan has never had a losing trade on Bitcoin. And he booked gains of 312% on Chainlink … Now, he says one v...Weiss Ratings | SponsoredElon’s New AI Firm REVEALEDNvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...Paradigm Press | SponsoredHas Trump finally met his match?Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...Behind the Markets | SponsoredMust-See: 5-Second Trump PredictionPresident Trump's prediction is about to become a reality... Opening a rare window of opportunity for you t...InvestorPlace | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Putnam BDC Income ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Putnam BDC Income ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
