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Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

Putnam Focused Large Cap Value ETF logo
$35.41 +0.08 (+0.23%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$35.42 +0.02 (+0.04%)
As of 04/17/2025 05:47 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)
112
Total
Institutional Inflows
(last 12 months)
$632.79M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$48.35M
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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
4/18/2025CENTRAL TRUST Co102,921$3.92M0.1%+14.1%0.155%
4/17/2025 Janney Montgomery Scott LLC381,012$14.51M0.0%+76.2%0.572%
4/17/2025 Cyndeo Wealth Partners LLC17,479$666K0.0%N/A0.026%
4/17/2025 Dynamic Advisor Solutions LLC27,605$1.05M0.0%+17.1%0.041%
4/16/2025 Opal Wealth Advisors LLC1,429,509$54.44M16.8%+17.7%2.147%
4/16/2025 Wealth Enhancement Advisory Services LLC1,080,078$41.13M0.1%-0.7%1.622%
4/16/2025 Sowa Financial Group Inc.491,201$18.71M12.3%+7.2%0.738%
4/15/2025 Redhawk Wealth Advisors Inc.266,905$10.16M1.4%+11.0%0.401%
4/15/2025 Integrated Advisors Network LLC134,817$5.13M0.3%-2.2%0.202%
4/15/2025 Wealthcare Advisory Partners LLC34,944$1.33M0.0%+9.0%0.055%
4/14/2025 Farther Finance Advisors LLC8,588$326K0.0%N/A0.014%
4/14/2025 Patriot Financial Group Insurance Agency LLC53,853$2.05M0.3%-51.4%0.085%
4/14/2025 Sentinel Pension Advisors LLC30,586$1.17M0.2%+3.5%0.048%
4/11/2025 GGM Financials LLC59,225$2.26M1.5%-85.6%0.093%
4/11/2025 StoneCrest Wealth Management Inc.179,181$6.82M4.3%+2.5%0.283%
4/11/2025 SeaCrest Wealth Management LLC76,355$2.91M0.3%+22.9%0.121%
4/11/2025 Harbor Group Inc.749,153$28.53M5.7%+112.5%1.183%
4/10/2025 Key Client Fiduciary Advisors LLC9,408$358K0.2%+4.9%0.015%
4/10/2025 Brand Asset Management Group Inc.11,824$450K0.2%-18.9%0.019%
4/10/2025 Amplius Wealth Advisors LLC1,883,958$71.74M7.5%+9.0%2.974%
4/9/2025 Merit Financial Group LLC14,285$544K0.0%N/A0.023%
4/9/2025 Cox Capital Mgt LLC22,779$867K0.6%+10.2%0.036%
4/9/2025 Baker Tilly Wealth Management LLC284,173$10.82M4.2%+212.6%0.449%
4/8/2025 IVC Wealth Advisors LLC182,596$6.95M3.7%N/A0.288%
4/7/2025 AdvisorNet Financial Inc368,300$14.03M1.0%+42.9%0.581%
3/17/2025 Wealth Enhancement Advisory Services LLC1,088,013$40.39M0.1%+172.8%1.868%
3/14/2025Keystone Financial Services LLC303,926$11.28M10.3%N/A0.522%
2/28/2025BridgePort Financial Solutions LLC193,673$7.44M3.4%N/A0.355%
2/25/2025 Integrated Advisors Network LLC137,847$5.12M0.2%-1.0%0.253%
2/17/2025Waverly Advisors LLC10,325$383K0.0%N/A0.069%
2/17/2025D. E. Shaw & Co. Inc.23,283$864K0.0%N/A0.155%
2/17/2025Cetera Investment Advisers2,310,623$85.77M0.2%+48.8%15.353%
2/17/2025Citadel Advisors LLC11,861$440K0.0%-64.1%0.079%
2/17/2025Bank of America Corp DE5,741,266$213.12M0.0%+38.2%38.148%
2/17/2025Benjamin Edwards Inc.17,700$657K0.0%+12.7%0.118%
2/17/2025Allegheny Financial Group346,329$12.86M3.3%+100.5%2.301%
2/14/2025Comerica Bank5,509$204K0.0%+5.0%0.037%
2/14/2025Capital Analysts LLC64,263$2.39M0.1%N/A0.427%
2/14/2025MGO One Seven LLC17,925$665K0.0%N/A0.119%
2/14/2025Stifel Financial Corp1,122,788$41.68M0.0%+122.0%7.460%
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2/14/2025MML Investors Services LLC88,578$3.29M0.0%+22.8%0.589%
2/14/2025Concourse Financial Group Securities Inc.13,210$512K0.0%N/A0.088%
2/13/2025NewEdge Advisors LLC6,590$245K0.0%+21.3%0.044%
2/13/2025LaSalle St. Investment Advisors LLC5,670$210K0.1%N/A0.038%
2/13/2025Coign Capital Advisors LLC147,468$5.47M5.0%N/A0.980%
2/13/2025Raymond James Financial Inc.5,711$212K0.0%N/A0.038%
2/13/2025Rollins Financial Advisors LLC16,646$618K0.1%+127.9%0.111%
2/13/2025Bank of Montreal Can12,788$475K0.0%N/A0.085%
2/13/2025Envestnet Asset Management Inc.434,701$16.14M0.0%+41.2%2.888%
2/12/2025Arete Wealth Advisors LLC366,788$13.60M1.0%+31.8%2.437%
2/12/2025World Investment Advisors6,476$240K0.0%N/A0.043%
2/12/2025StoneX Group Inc.33,399$1.24M0.1%+7.8%0.222%
2/12/2025OneAscent Wealth Management LLC9,071$337K0.1%-16.2%0.060%
2/11/2025Modern Wealth Management LLC117,544$4.60M0.2%N/A0.781%
2/11/2025LPL Financial LLC79,491$2.95M0.0%+17.7%0.528%
2/10/2025Cozad Asset Management Inc.6,949$258K0.0%+26.7%0.046%
2/10/2025Harbour Investments Inc.57,376$2.13M0.1%+17.4%0.381%
2/10/2025Commonwealth Equity Services LLC1,227,015$45.55M0.1%+52.8%8.153%
2/10/2025Avantax Advisory Services Inc.120,230$4.46M0.0%+63.2%0.799%
2/7/2025HighTower Advisors LLC85,400$3.17M0.0%+20.5%0.567%
2/7/2025New England Private Wealth Advisors LLC116,611$4.33M0.7%N/A0.775%
2/7/2025Prosperity Financial Group Inc.135,998$5.05M2.5%+1.6%0.904%
2/7/2025PNC Financial Services Group Inc.85,091$3.16M0.0%+71.1%0.565%
2/7/2025Foundry Financial Group Inc.149,630$5.55M3.4%+6.0%0.994%
2/6/2025Raymond James Financial Inc.5,711$212K0.0%N/A0.038%
2/6/2025Verdence Capital Advisors LLC7,110$264K0.0%+31.7%0.047%
2/6/2025Atria Investments Inc159,591$5.92M0.1%-10.8%1.060%
2/6/2025Steward Partners Investment Advisory LLC89,477$3.32M0.0%+117.3%0.595%
2/4/2025Provident Wealth Management LLC87,052$3.23M1.1%-23.3%0.578%
2/4/2025Bank of New York Mellon Corp65,693$2.44M0.0%+5.6%0.436%
2/4/2025IFP Advisors Inc17,688$657K0.0%+14.0%0.118%
2/4/2025Cannon Wealth Management Services LLC139,670$5.39M4.6%+93.5%0.928%
2/4/2025Midwest Capital Advisors LLC79,666$2.96M2.2%N/A0.529%
2/4/2025Wealthspire Advisors LLC330,289$12.26M0.1%+19.3%2.195%
2/3/2025Able Wealth Management LLC79,233$2.94M1.9%+35.5%0.526%
1/31/2025Atria Wealth Solutions Inc.96,834$3.59M0.0%-2.7%0.643%
1/31/2025D.A. Davidson & CO.62,332$2.31M0.0%N/A0.414%
1/31/2025Truist Financial Corp85,839$3.19M0.0%+11.8%0.570%
1/31/2025Sanctuary Advisors LLC386,941$15.13M0.1%+4.6%2.571%
1/30/2025Empire Life Investments Inc.198,505$7.37M0.5%+17.0%1.319%
1/29/2025Sovran Advisors LLC110,348$4.13M0.6%N/A0.733%
1/29/2025Essex Financial Services Inc.28,151$1.05M0.1%-10.7%0.187%
1/29/2025Principle Wealth Partners LLC7,513$279K0.0%N/A0.050%
1/29/2025 Opal Wealth Advisors LLC1,214,952$45.10M13.5%+2.2%8.073%
1/29/2025 GGM Financials LLC412,635$15.32M16.3%+2.9%2.742%
1/28/2025Kestra Private Wealth Services LLC59,814$2.22M0.0%+4.4%0.397%
1/28/2025Stephens Inc. AR11,778$437K0.0%-2.9%0.078%
1/27/2025Silver Oak Securities Incorporated30,096$1.11M0.1%-37.2%0.200%
1/24/2025Tempus Wealth Planning LLC107,520$3.99M1.2%N/A0.714%
1/24/2025CENTRAL TRUST Co90,221$3.35M0.1%+104.8%0.599%
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1/23/2025Turtle Creek Wealth Advisors LLC51,580$1.92M0.4%-70.8%0.343%
1/23/2025Nvest Financial LLC9,504$353K0.2%N/A0.063%
1/23/2025SteelPeak Wealth LLC40,810$1.52M0.1%+272.8%0.271%
1/22/2025 Patriot Financial Group Insurance Agency LLC110,735$4.11M0.6%-23.9%0.736%
1/21/2025Embree Financial Group41,576$1.54M0.3%N/A0.276%
1/21/2025 Dynamic Advisor Solutions LLC23,582$875K0.0%+48.7%0.157%
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%
(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, 123 institutional investors and hedge funds held shares of Putnam Focused Large Cap Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($213.12M), Cetera Investment Advisers ($85.77M), Glenmede Trust Co. NA ($77.36M), Amplius Wealth Advisors LLC ($71.74M), CWM LLC ($61M), Opal Wealth Advisors LLC ($54.44M), and Commonwealth Equity Services LLC ($45.55M).Learn more on PVAL's institutional investors.

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

Of the 119 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: Cetera Investment Advisers ($1.70M), CWM LLC ($1.61M), Bank of America Corp DE ($1.59M), Opal Wealth Advisors LLC ($1.43M), Commonwealth Equity Services LLC ($1.31M), Stifel Financial Corp ($880.28K), and Harbor Group Inc. ($707.45K).

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

Institutional investors have bought a total of 19,632,933 shares in the last 24 months. This purchase volume represents approximately $717.77M in transactions.

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

Of the 29 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), GGM Financials LLC ($353.41K), Wealth Enhancement Advisory Services LLC ($193.25K), Commonwealth Equity Services LLC ($190.31K), Stratos Wealth Advisors LLC ($160.06K), Turtle Creek Wealth Advisors LLC ($124.92K), and Patriot Financial Group Insurance Agency LLC ($91.70K).

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

Institutional investors have sold a total of 2,419,879 shares in the last 24 months. This volume of shares sold represents approximately $83.26M in transactions.


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This page (NYSEARCA:PVAL) was last updated on 4/18/2025 by MarketBeat.com Staff
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