Putnam BDC Income ETF (PBDC) Institutional Ownership $32.48 -0.45 (-1.37%) (As of 11/4/2024 ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Putnam BDC Income ETF (NYSEARCA:PBDC)Number ofInstitutional Buyers(last 12 months)19TotalInstitutional Inflows(last 12 months)$15.13MNumber 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 Investing Daily626 winning trades out of 647…Imagine turning nearly every Friday into a payday. That's exactly what one reclusive multi-millionaire trader has done over the past 8 years—closing 647 trades, with an unbelievable 97% win rate. Now, for the first time, he's breaking his silence and revealing his personal technique for success.Click here to watch our exclusive interview and uncover his personal technique Putnam BDC Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/1/2024 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% 10/8/2024 CWM 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% 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. 8/8/2024Stonebridge 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% 7/24/2024 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% 7/18/2024Evolution Wealth Advisors LLC135,835$4.70M0.9%+4.7%5.906% 7/10/2024 CWM LLC8,850$306K0.0%+7.3%0.385% 5/17/2024Comerica 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% 4/15/2024Wealthcare 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% 2/6/2024Wealthcare 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% 2/1/2024 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% 11/8/2023Stonebridge 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% 10/12/2023Wealthcare 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% 2/8/2023Belpointe 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, 22 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), Stonebridge Financial Planning Group LLC ($2.70M), Prosperity Financial Group Inc. ($1.65M), 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 22 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 ($800K), Evolution Wealth Advisors LLC ($135.84K), Commonwealth Equity Services LLC ($125.61K), Prosperity Financial Group Inc. ($52.04K), Condor Capital Management ($46.29K), Wealthcare Advisory Partners LLC ($41.39K), and Stonebridge Financial Planning Group LLC ($33.90K). How much institutional buying is happening at Putnam BDC Income ETF? Institutional investors have bought a total of 1,384,370 shares in the last 24 months. This purchase volume represents approximately $38.29M 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. Related Companies First Trust NASDAQ ABA Community Bank Index Fund Major Shareholders First Trust Nasdaq Bank ETF Major Shareholders Calvert Ultra-Short Investment Grade ETF Major Shareholders Direxion Daily Financial Bear 3X Shares Major Shareholders PIMCO Preferred and Capital Securities Active Exchange-Traded Fund Major Shareholders Invesco KBW Regional Banking ETF Major Shareholders Invesco S&P SmallCap Financials ETF Major Shareholders ETRACS Linked to the Wells Fargo Business Development Company Index ETN Series B Major Shareholders ProShares Short Financials Major Shareholders ProShares UltraShort Financials Major Shareholders This page (NYSEARCA:PBDC) was last updated on 11/5/2024 by MarketBeat.com Staff From Our PartnersBill Gates’s Next Big AI Bet: StargateIn February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...Brownstone Research | Sponsored626 winning trades out of 647…Imagine turning nearly every Friday into a payday. 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