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Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

$37.19 +0.34 (+0.92%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$348.66M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$46.49M
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PVAL Institutional Buying and Selling by Quarter

Putnam Focused Large Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC369,834$14.64M0.1%+2,963.3%2.457%
11/22/2024 Fulcrum Equity Management6,528$248K0.2%N/A0.043%
11/18/2024 Arete Wealth Advisors LLC278,395$10.53M0.9%-2.7%1.850%
11/15/2024 MML Investors Services LLC72,147$2.74M0.0%+980.0%0.479%
11/15/2024 Jane Street Group LLC43,987$1.67M0.0%-45.0%0.292%
11/15/2024 Stifel Financial Corp505,696$19.19M0.0%+3.8%3.360%
11/15/2024 HighTower Advisors LLC70,845$2.68M0.0%+35.0%0.471%
11/15/2024 Benjamin Edwards Inc.15,700$596K0.0%N/A0.104%
11/13/2024 Glenmede Trust Co. NA2,039,113$77.36M0.4%+29.5%13.549%
11/13/2024 Prosperity Financial Group Inc.133,831$5.08M2.8%+3.7%0.889%
11/12/2024 StoneX Group Inc.30,989$1.18M0.1%+3.2%0.206%
11/8/2024 PNC Financial Services Group Inc.49,731$1.89M0.0%+315.0%0.330%
11/8/2024 Prospera Financial Services Inc18,001$683K0.0%N/A0.120%
11/7/2024 OneAscent Wealth Management LLC10,831$411K0.2%N/A0.072%
11/7/2024 MAI Capital Management26,891$1.02M0.0%+50.3%0.179%
11/6/2024 Turtle Creek Wealth Advisors LLC176,495$6.70M1.3%N/A1.173%
11/6/2024 OneDigital Investment Advisors LLC7,444$282K0.0%N/A0.049%
11/5/2024 Harbour Investments Inc.48,884$1.86M0.1%+11,566.8%0.325%
11/4/2024 Sigma Planning Corp72,979$2.77M0.1%N/A0.485%
11/1/2024 Atria Investments Inc178,975$6.79M0.1%N/A1.189%
11/1/2024 Verdence Capital Advisors LLC5,398$205K0.0%N/A0.036%
11/1/2024 Able Wealth Management LLC58,462$2.22M1.7%+67.9%0.388%
10/31/2024 Cozad Asset Management Inc.5,483$208K0.0%N/A0.036%
10/31/2024 GGM Financials LLC400,957$15.21M13.1%+2.1%2.664%
10/29/2024 Empire 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%
10/28/2024 Stephens Inc. AR12,135$460K0.0%+23.6%0.081%
10/28/2024 Goldstone Financial Group LLC13,368$507K0.1%N/A0.089%
10/25/2024 SteelPeak Wealth LLC10,948$415K0.0%N/A0.073%
10/25/2024 Integrated Advisors Network LLC139,191$5.28M0.2%N/A0.925%
10/24/2024 Patriot Financial Group Insurance Agency LLC145,555$5.52M0.7%+13.0%0.967%
10/24/2024 Bay 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%
10/23/2024 Allworth Financial LP2,580$98K0.0%+79.8%0.017%
10/23/2024 Silver Oak Securities Incorporated47,890$1.79M0.2%N/A0.318%
10/23/2024 CENTRAL TRUST Co44,063$1.67M0.0%N/A0.293%
10/22/2024 International Assets Investment Management LLC26,368$1M0.0%N/A0.175%
10/22/2024 Foundry 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%
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10/16/2024 Provident 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%
10/16/2024 Opal 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%
10/10/2024 Next Level Private LLC5,714$217K0.1%N/A0.038%
10/9/2024 Harbor Group Inc.189,040$7.17M1.7%+353.3%1.256%
10/8/2024 CWM LLC1,607,814$61M0.3%N/A10.683%
10/8/2024 StoneCrest Wealth Management Inc.164,233$6.23M4.5%N/A1.091%
10/8/2024 WealthCare Investment Partners LLC42,775$1.62M0.7%-2.1%0.284%
10/8/2024 Dynamic Advisor Solutions LLC15,863$602K0.0%+79.8%0.105%
10/8/2024 City Center Advisors LLC6,528$248K0.3%N/A0.043%
9/5/2024 Sanctuary Advisors LLC12,073$425K0.0%N/A0.080%
8/22/2024 Cetera Investment Advisers1,031,872$37.46M0.1%+49.7%6.856%
8/21/2024 Truist Financial Corp66,940$2.43M0.0%+36.5%0.445%
8/16/2024 Northwestern Mutual Wealth Management Co.1,107$40K0.0%N/A0.007%
8/14/2024 Clear Point Advisors Inc.1,667$61K0.1%N/A0.011%
8/8/2024 Envestnet Asset Management Inc.73,987$2.69M0.0%+106.4%0.492%
8/2/2024 Belpointe Asset Management LLC26,076$947K0.1%N/A0.173%
7/31/2024 Essex 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%
7/30/2024 GGM Financials LLC392,801$14.26M13.1%N/A2.610%
7/29/2024 Sowa Financial Group Inc.74,987$2.72M2.1%N/A0.498%
7/26/2024 Patriot Financial Group Insurance Agency LLC128,793$4.68M0.7%N/A0.856%
7/26/2024 Cambridge Investment Research Advisors Inc.130,023$4.72M0.0%+250.4%0.864%
7/26/2024 Bank of New York Mellon Corp32,012$1.16M0.0%N/A0.213%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,504$272K0.0%N/A0.050%
7/23/2024 Amplius Wealth Advisors LLC1,364,729$49.54M5.5%-10.1%9.068%
7/22/2024 Atria Wealth Solutions Inc.58,561$2.13M0.0%N/A0.389%
7/18/2024 WealthCare Investment Partners LLC43,679$1.59M0.7%-1.8%0.290%
7/17/2024 ERn Financial LLC118,857$4.32M0.7%N/A0.790%
7/17/2024 Provident 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%
7/15/2024 Dynamic Advisor Solutions LLC8,825$320K0.0%N/A0.059%
7/12/2024 Opal Wealth Advisors LLC1,078,752$39.16M12.6%+2.1%7.168%
5/24/2024Cetera Advisor Networks LLC500,260$17.87M0.1%+17.6%3.324%
5/24/2024Cetera Advisors LLC80,386$2.87M0.0%+22.2%0.534%
5/24/2024 Cetera Investment Advisers689,454$24.63M0.1%+636.3%4.581%
5/14/2024 Sentinel Pension Advisors Inc.19,561$699K0.1%+19.0%0.145%
5/13/2024 O Shaughnessy Asset Management LLC11,631$416K0.0%-6.9%0.086%
5/1/2024 StoneX Group Inc.22,373$799K0.1%N/A0.166%
5/1/2024 Janney Montgomery Scott LLC71,439$2.55M0.0%+230.6%0.531%
4/29/2024Commonwealth Equity Services LLC394,578$14.10M0.0%+29.6%2.934%
4/24/2024 Essex Financial Services Inc.12,672$453K0.0%+72.5%0.103%
4/16/2024 Wealth Enhancement Advisory Services LLC578,181$20.66M0.1%+1.1%4.708%
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4/15/2024 Wealthcare Advisory Partners LLC28,513$1.02M0.0%+1.9%0.232%
4/12/2024 AdvisorNet Financial Inc59,160$2.11M0.2%+37.9%0.482%
4/11/2024 Opal Wealth Advisors LLC1,056,925$37.76M12.8%N/A16.260%
2/13/2024Cetera Advisor Networks LLC425,538$13.42M0.1%+18.8%6.547%
2/12/2024 Stifel Financial Corp457,357$14.43M0.0%+2.9%7.036%
2/9/2024 UBS Group AG331,418$10.45M0.0%+52.3%5.099%
2/8/2024 Beacon Pointe Advisors LLC7,750$244K0.0%-18.6%0.119%
2/8/2024 Janney Montgomery Scott LLC21,606$681K0.0%N/A0.332%
2/6/2024 Wealthcare Advisory Partners LLC27,969$882K0.0%N/A0.430%
2/6/2024 U.S. Capital Wealth Advisors LLC420,131$13.25M0.5%-0.9%6.464%
(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, 80 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), CWM LLC ($61M), Amplius Wealth Advisors LLC ($59.43M), 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 76 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: Amplius Wealth Advisors LLC ($2.35M), CWM LLC ($1.61M), Opal Wealth Advisors LLC ($1.19M), Commonwealth Equity Services LLC ($941.75K), Cetera Investment Advisers ($938.23K), Glenmede Trust Co. NA ($464.17K), and GGM Financials LLC ($400.96K).

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

Institutional investors have bought a total of 13,010,332 shares in the last 24 months. This purchase volume represents approximately $447.41M in transactions.

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

Of the 16 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 ($183.18K), Stratos Wealth Advisors LLC ($162.26K), 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 1,745,999 shares in the last 24 months. This volume of shares sold represents approximately $57.77M in transactions.



This page (NYSEARCA:PVAL) was last updated on 12/22/2024 by MarketBeat.com Staff
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