Who owns PUTNAM FOCUSED LARGE CAP VALUE ETF?
- Ticker: PVAL
- CUSIP Number: 746729300
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Analyze quarterly positions in Putnam Focused Large Cap Value Etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold PUTNAM FOCUSED LARGE CAP VALUE ETF this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 4.2M | $158M | 35% | Sep 2024 |
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Glenmede Trust Company | 2.0M | $77M | 1832% | Sep 2024 |
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CWM | 1.6M | $61M | 100% | Sep 2024 |
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Amplius Wealth Advisors | 1.6M | $59M | 15% | Sep 2024 |
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Opal Wealth Advisors | 1.2M | $45M | 10% | Sep 2024 |
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Cetera Investment Advisers | 1.0M | $38M | 50% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 874k | $33M | 78837% | Sep 2024 |
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Commonwealth Equity Services | 803k | $31M | -18% | Sep 2024 |
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Wealth Enhancement Advisory Services | 582k | $21M | 1% | Jun 2024 |
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Stifel Financial | 487k | $18M | 6% | Jun 2024 |
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GGM Financials | 401k | $15M | 2% | Sep 2024 |
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Kestra Advisory Services | 378k | $14M | 3% | Sep 2024 |
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Sowa Financial Group | 327k | $12M | 335% | Sep 2024 |
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Envestnet Asset Management | 308k | $12M | 316% | Sep 2024 |
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Arete Wealth Advisors | 278k | $11M | 89% | Sep 2024 |
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Sontag Advisory | 277k | $11M | 100% | Sep 2024 |
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Redhawk Wealth Advisors | 223k | $8.4M | 2% | Sep 2024 |
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Cambridge Investment Research Advisors | 202k | $7.7M | 56% | Sep 2024 |
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Harbor Group | 189k | $7.2M | 353% | Sep 2024 |
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Janney Montgomery Scott | 179k | $6.8M | 89% | Sep 2024 |
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Atria Investments | 179k | $6.8M | 100% | Sep 2024 |
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Turtle Creek Wealth Advisors | 177k | $6.7M | 100% | Sep 2024 |
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Allegheny Financial Group | 173k | $6.6M | 100% | Sep 2024 |
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Empire Life Investments | 170k | $6.4M | 100% | Sep 2024 |
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StoneCrest Wealth Management | 164k | $6.2M | 100% | Sep 2024 |
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AdvisorNet Financial | 162k | $6.2M | 94% | Sep 2024 |
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ERn Financial | 159k | $6.0M | 33% | Sep 2024 |
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Patriot Financial Group Insurance Agency | 146k | $5.5M | 13% | Sep 2024 |
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Foundry Financial Group | 141k | $5.4M | 100% | Sep 2024 |
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Integrated Advisors Network | 139k | $5.3M | 100% | Sep 2024 |
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Per Stirling Capital Management | 123k | $4.7M | 100% | Sep 2024 |
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Provident Wealth Management | 114k | $4.3M | -30% | Sep 2024 |
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Atria Wealth Solutions | 100k | $3.8M | 70% | Sep 2024 |
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Sigma Planning | 73k | $2.8M | 100% | Sep 2024 |
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Cannon Wealth Management Services | 72k | $2.7M | 100% | Sep 2024 |
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Mml Investors Services | 72k | $2.7M | 980% | Sep 2024 |
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LPL Financial | 68k | $2.6M | 29% | Sep 2024 |
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Branch Banking & Trust Company | 67k | $2.4M | 36% | Jun 2024 |
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Bank of New York Mellon | 62k | $2.4M | 94% | Sep 2024 |
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Able Wealth Management | 59k | $2.2M | 68% | Sep 2024 |
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Kestra Private Wealth Services | 57k | $2.2M | -3% | Sep 2024 |
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HighTower Advisors | 53k | $1.9M | 100% | Jun 2024 |
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Pnc Financial Services | 50k | $1.9M | 315% | Sep 2024 |
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Harbour Investments | 49k | $1.9M | 11567% | Sep 2024 |
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Silver Oak Securities | 48k | $1.8M | 100% | Sep 2024 |
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Central Trust & Investment | 44k | $1.7M | 100% | Sep 2024 |
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Jane Street | 44k | $1.7M | -45% | Sep 2024 |
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WealthCare Investment Partners | 43k | $1.6M | -2% | Sep 2024 |
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Citadel Advisors | 33k | $1.3M | 100% | Sep 2024 |
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Essex Financial Services | 32k | $1.2M | 8% | Sep 2024 |
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Wealthcare Advisory Partners | 31k | $1.2M | -4% | Sep 2024 |
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Intl Fcstone | 31k | $1.2M | 3% | Sep 2024 |
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SeaCrest Wealth Management | 31k | $1.2M | 100% | Sep 2024 |
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Sentinel Pension Advisors | 30k | $1.1M | 21% | Sep 2024 |
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MAI Wealth Advisors | 27k | $1.0M | 50% | Sep 2024 |
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International Assets Investment Management | 26k | $695k | 100% | Sep 2024 |
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Belpointe Asset Management | 26k | $947k | 100% | Jun 2024 |
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Old Mission Capital | 22k | $791k | -63% | Jun 2024 |
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Honkamp Krueger Financial Services | 20k | $709k | -1% | Jun 2024 |
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Prospera Financial Services | 18k | $683k | 100% | Sep 2024 |
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Dynamic Advisors Solutions | 16k | $602k | 80% | Sep 2024 |
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Benjamin Edwards | 16k | $596k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 14k | $509k | 601% | Jun 2024 |
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Goldstone Financial Group | 13k | $507k | 100% | Sep 2024 |
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Stephens | 12k | $460k | 24% | Sep 2024 |
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Sanctuary Advisors | 12k | $425k | 100% | Jun 2024 |
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O'shaughnessy Asset Management | 12k | $453k | 1% | Sep 2024 |
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Steel Peak Wealth Management | 11k | $415k | 100% | Sep 2024 |
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OneAscent Wealth Management | 11k | $411k | 100% | Sep 2024 |
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Jpmorgan Chase & Co | 11k | $406k | 100% | Sep 2024 |
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Baker Tilly Financial | 10k | $394k | 31% | Sep 2024 |
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Brand Asset Management Group | 10k | $384k | 100% | Sep 2024 |
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Synergy Financial Management | 10k | $378k | 100% | Sep 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.9k | $375k | 32% | Sep 2024 |
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Beacon Pointe Advisors | 9.3k | $354k | 0% | Sep 2024 |
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Resources Investment Advisors | 7.4k | $282k | 100% | Sep 2024 |
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Rollins Financial Advisors | 7.3k | $277k | 100% | Sep 2024 |
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City Center Advisors | 6.5k | $248k | 100% | Sep 2024 |
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Morgan Stanley | 5.9k | $216k | 0% | Jun 2024 |
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Next Level Private | 5.7k | $217k | 100% | Sep 2024 |
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Raymond James & Associates | 5.7k | $216k | 0% | Sep 2024 |
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Cozad Asset Management | 5.5k | $208k | 100% | Sep 2024 |
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Verdence Capital Advisors | 5.4k | $205k | 100% | Sep 2024 |
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Brian McDonald | 5.2k | $199k | 16% | Sep 2024 |
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Bessemer | 3.0k | $114k | 100% | Sep 2024 |
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Hanson McClain Advisors | 2.6k | $98k | 80% | Sep 2024 |
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Advisor Group Holdings | 2.0k | $74k | -21% | Sep 2024 |
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Clear Point Advisors | 670.00 | $25k | -60% | Sep 2024 |
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ICA Group Wealth Management | 450.00 | $16k | 100% | Jun 2024 |
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Creative Financial Designs | 200.00 | $7.6k | 0% | Sep 2024 |
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Royal Bank of Canada | 130.00 | $5.0k | -98% | Sep 2024 |
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Who sold out of Putnam Focused Large Cap Value Etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Balyasny Asset Management | Mar 2024 | 309k | $11M |
D. E. Shaw & Co | Jun 2024 | 7.0k | $253k |
Atlantic Trust | Jun 2024 | 553.00 | $20k |