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Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

$38.89 +0.56 (+1.46%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$380.39M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$23.92M
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PVAL Institutional Buying and Selling by Quarter

Putnam Focused Large Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Key Client Fiduciary Advisors LLC8,970$333K0.1%N/A0.060%
1/17/2025 Janney Montgomery Scott LLC216,214$8.03M0.0%+20.7%1.437%
1/16/2025 Sowa Financial Group Inc.458,420$17.02M10.7%+40.4%3.046%
1/16/2025 Amplius Wealth Advisors LLC1,727,791$64.14M6.6%+10.3%11.480%
1/15/2025 Sax Wealth Advisors LLC88,648$3.29M0.3%N/A0.589%
1/15/2025 Brand Asset Management Group Inc.14,574$541K0.2%+44.1%0.097%
1/15/2025 Wealthcare Advisory Partners LLC32,068$1.19M0.0%+2.8%0.213%
1/15/2025 StoneCrest Wealth Management Inc.174,834$6.49M4.2%+6.5%1.162%
1/15/2025 Harbor Group Inc.352,556$13.09M2.9%+86.5%2.343%
1/15/2025 Carnegie Investment Counsel8,563$318K0.0%N/A0.057%
1/14/2025 ERn Financial LLC169,949$6.31M0.9%+7.2%1.129%
1/14/2025 Redhawk Wealth Advisors Inc.240,561$8.93M1.2%+8.1%1.598%
1/14/2025 Cox Capital Mgt LLC20,667$767K0.5%N/A0.137%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.761$28K0.0%N/A0.005%
1/14/2025 SeaCrest Wealth Management LLC62,105$2.31M0.2%+101.6%0.413%
1/13/2025 AdvisorNet Financial Inc257,796$9.57M0.8%+58.7%1.713%
1/13/2025 Sentinel Pension Advisors Inc.29,554$1.10M0.2%-2.3%0.196%
1/10/2025 Wealth Enhancement Advisory Services LLC396,757$15.05M0.0%-0.5%2.636%
1/10/2025 Baker Tilly Wealth Management LLC90,914$3.38M1.3%+775.1%0.604%
12/26/2024JPMorgan Chase & Co.10,699$406K0.0%N/A0.071%
11/25/2024Sanctuary Advisors LLC369,834$14.64M0.1%+2,963.3%2.457%
11/22/2024Fulcrum Equity Management6,528$248K0.2%N/A0.043%
11/18/2024Arete Wealth Advisors LLC278,395$10.53M0.9%-2.7%1.850%
11/15/2024MML Investors Services LLC72,147$2.74M0.0%+980.0%0.479%
11/15/2024Jane Street Group LLC43,987$1.67M0.0%-45.0%0.292%
11/15/2024Stifel Financial Corp505,696$19.19M0.0%+3.8%3.360%
11/15/2024HighTower Advisors LLC70,845$2.68M0.0%+35.0%0.471%
11/15/2024Benjamin Edwards Inc.15,700$596K0.0%N/A0.104%
11/13/2024Glenmede Trust Co. NA2,039,113$77.36M0.4%+29.5%13.549%
11/13/2024Prosperity Financial Group Inc.133,831$5.08M2.8%+3.7%0.889%
11/12/2024StoneX Group Inc.30,989$1.18M0.1%+3.2%0.206%
11/8/2024PNC Financial Services Group Inc.49,731$1.89M0.0%+315.0%0.330%
11/8/2024Prospera Financial Services Inc18,001$683K0.0%N/A0.120%
11/7/2024OneAscent Wealth Management LLC10,831$411K0.2%N/A0.072%
11/7/2024MAI Capital Management26,891$1.02M0.0%+50.3%0.179%
11/6/2024Turtle Creek Wealth Advisors LLC176,495$6.70M1.3%N/A1.173%
11/6/2024OneDigital Investment Advisors LLC7,444$282K0.0%N/A0.049%
11/5/2024Harbour Investments Inc.48,884$1.86M0.1%+11,566.8%0.325%
11/4/2024Sigma Planning Corp72,979$2.77M0.1%N/A0.485%
11/1/2024Atria Investments Inc178,975$6.79M0.1%N/A1.189%
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11/1/2024Verdence Capital Advisors LLC5,398$205K0.0%N/A0.036%
11/1/2024Able Wealth Management LLC58,462$2.22M1.7%+67.9%0.388%
10/31/2024Cozad Asset Management Inc.5,483$208K0.0%N/A0.036%
10/31/2024GGM Financials LLC400,957$15.21M13.1%+2.1%2.664%
10/29/2024Empire Life Investments Inc.169,700$6.42M0.4%N/A1.128%
10/29/2024 Janney Montgomery Scott LLC179,132$6.80M0.0%+88.8%1.190%
10/28/2024Stephens Inc. AR12,135$460K0.0%+23.6%0.081%
10/28/2024 Goldstone Financial Group LLC13,368$507K0.1%N/A0.089%
10/25/2024SteelPeak Wealth LLC10,948$415K0.0%N/A0.073%
10/25/2024Integrated Advisors Network LLC139,191$5.28M0.2%N/A0.925%
10/24/2024Patriot Financial Group Insurance Agency LLC145,555$5.52M0.7%+13.0%0.967%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,871$374K0.1%+31.5%0.066%
10/24/2024 Baker Tilly Wealth Management LLC10,389$394K0.2%+30.6%0.069%
10/24/2024 Wealth Enhancement Advisory Services LLC398,894$15.13M0.0%-31.5%2.650%
10/23/2024Allworth Financial LP2,580$98K0.0%+79.8%0.017%
10/23/2024Silver Oak Securities Incorporated47,890$1.79M0.2%N/A0.318%
10/23/2024CENTRAL TRUST Co44,063$1.67M0.0%N/A0.293%
10/22/2024 International Assets Investment Management LLC26,368$1M0.0%N/A0.175%
10/22/2024Foundry Financial Group Inc.141,172$5.36M3.3%N/A0.938%
10/18/2024Commonwealth Equity Services LLC802,989$30.47M0.0%-17.7%5.335%
10/16/2024Provident Wealth Management LLC113,458$4.31M1.5%-29.8%0.754%
10/16/2024 Amplius Wealth Advisors LLC1,566,637$59.43M6.5%+14.8%10.410%
10/16/2024 Sentinel Pension Advisors Inc.30,243$1.15M0.2%+21.1%0.201%
10/16/2024 SeaCrest Wealth Management LLC30,805$1.17M0.1%N/A0.205%
10/16/2024Opal Wealth Advisors LLC1,189,265$45.12M14.1%+10.2%7.902%
10/16/2024 ERn Financial LLC158,538$6.02M0.9%+33.4%1.053%
10/11/2024 Redhawk Wealth Advisors Inc.222,470$8.44M1.2%+2.2%1.478%
10/10/2024 Sowa Financial Group Inc.326,482$12.39M7.8%+335.4%2.169%
10/10/2024Next Level Private LLC5,714$217K0.1%N/A0.038%
10/9/2024 Harbor Group Inc.189,040$7.17M1.7%+353.3%1.256%
10/8/2024CWM LLC1,607,814$61M0.3%N/A10.683%
10/8/2024 StoneCrest Wealth Management Inc.164,233$6.23M4.5%N/A1.091%
10/8/2024WealthCare Investment Partners LLC42,775$1.62M0.7%-2.1%0.284%
10/8/2024Dynamic Advisor Solutions LLC15,863$602K0.0%+79.8%0.105%
10/8/2024 City Center Advisors LLC6,528$248K0.3%N/A0.043%
9/5/2024Sanctuary Advisors LLC12,073$425K0.0%N/A0.080%
8/22/2024Cetera Investment Advisers1,031,872$37.46M0.1%+49.7%6.856%
8/21/2024Truist Financial Corp66,940$2.43M0.0%+36.5%0.445%
8/16/2024Northwestern Mutual Wealth Management Co.1,107$40K0.0%N/A0.007%
8/14/2024Clear Point Advisors Inc.1,667$61K0.1%N/A0.011%
8/8/2024Envestnet Asset Management Inc.73,987$2.69M0.0%+106.4%0.492%
8/2/2024Belpointe Asset Management LLC26,076$947K0.1%N/A0.173%
7/31/2024Essex Financial Services Inc.29,083$1.06M0.1%+129.5%0.193%
7/31/2024Commonwealth Equity Services LLC975,444$35.41M0.1%+147.2%6.481%
7/30/2024GGM Financials LLC392,801$14.26M13.1%N/A2.610%
7/29/2024 Sowa Financial Group Inc.74,987$2.72M2.1%N/A0.498%
7/26/2024Patriot Financial Group Insurance Agency LLC128,793$4.68M0.7%N/A0.856%
7/26/2024Cambridge Investment Research Advisors Inc.130,023$4.72M0.0%+250.4%0.864%
7/26/2024Bank of New York Mellon Corp32,012$1.16M0.0%N/A0.213%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,504$272K0.0%N/A0.050%
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7/23/2024 Amplius Wealth Advisors LLC1,364,729$49.54M5.5%-10.1%9.068%
7/22/2024Atria Wealth Solutions Inc.58,561$2.13M0.0%N/A0.389%
7/18/2024WealthCare Investment Partners LLC43,679$1.59M0.7%-1.8%0.290%
7/17/2024 ERn Financial LLC118,857$4.32M0.7%N/A0.790%
7/17/2024Provident Wealth Management LLC161,707$5.87M2.1%N/A1.074%
7/17/2024 Redhawk Wealth Advisors Inc.217,596$7.90M1.2%N/A1.446%
7/17/2024 AdvisorNet Financial Inc83,789$3.04M0.3%+41.6%0.557%
7/16/2024 Wealth Enhancement Advisory Services LLC582,076$21.13M0.1%+0.7%3.868%
7/15/2024Dynamic Advisor Solutions LLC8,825$320K0.0%N/A0.059%
7/12/2024Opal Wealth Advisors LLC1,078,752$39.16M12.6%+2.1%7.168%
(Data available from 1/1/2016 forward)

PVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PVAL shares?

During the previous two years, 88 institutional investors and hedge funds held shares of Putnam Focused Large Cap Value ETF. The most heavily invested institutionals were Glenmede Trust Co. NA ($77.36M), Amplius Wealth Advisors LLC ($64.14M), CWM LLC ($61M), Opal Wealth Advisors LLC ($45.12M), Cetera Investment Advisers ($37.46M), Commonwealth Equity Services LLC ($30.47M), and Stifel Financial Corp ($19.19M).Learn more on PVAL's institutional investors.

Which institutional investors have been buying Putnam Focused Large Cap Value ETF stock?

Of the 84 institutional investors that purchased Putnam Focused Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CWM LLC ($1.61M), Opal Wealth Advisors LLC ($1.19M), Commonwealth Equity Services LLC ($941.75K), Cetera Investment Advisers ($938.23K), Amplius Wealth Advisors LLC ($474.75K), Glenmede Trust Co. NA ($464.17K), and Sowa Financial Group Inc. ($458.42K).

How much institutional buying is happening at Putnam Focused Large Cap Value ETF?

Institutional investors have bought a total of 11,851,964 shares in the last 24 months. This purchase volume represents approximately $425.55M in transactions.

Which Putnam Focused Large Cap Value ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold Putnam Focused Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amplius Wealth Advisors LLC ($1.04M), Commonwealth Equity Services LLC ($190.31K), Wealth Enhancement Advisory Services LLC ($185.32K), Stratos Wealth Advisors LLC ($160.06K), Provident Wealth Management LLC ($48.25K), Jane Street Group LLC ($35.99K), and U.S. Capital Wealth Advisors LLC ($33.83K).

How much institutional selling is happening at Putnam Focused Large Cap Value ETF?

Institutional investors have sold a total of 1,744,935 shares in the last 24 months. This volume of shares sold represents approximately $57.77M in transactions.


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This page (NYSEARCA:PVAL) was last updated on 1/21/2025 by MarketBeat.com Staff
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