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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Top investors of Putnam Focused Large Cap Value Etf stock
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 | 5.7M | $213M | 38% | Dec 2024 |
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| Glenmede Trust Company | 3.8M | $140M | 84% | Dec 2024 |
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| UBS Group | 2.9M | $108M | 4% | Dec 2024 |
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| Morgan Stanley | 2.4M | $89M | 126% | Dec 2024 |
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| Cetera Investment Advisers | 2.3M | $86M | 49% | Dec 2024 |
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| Amplius Wealth Advisors | 1.9M | $72M | 9% | Mar 2025 |
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| CWM | 1.7M | $62M | 5% | Dec 2024 |
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| Opal Wealth Advisors | 1.4M | $54M | 18% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 1.4M | $51M | 57% | Dec 2024 |
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| Commonwealth Equity Services | 1.2M | $46M | 53% | Dec 2024 |
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| Stifel Financial | 1.1M | $42M | 122% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 1.1M | $41M | -1% | Mar 2025 |
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| Harbor Group | 749k | $29M | 112% | Mar 2025 |
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| Sowa Financial Group | 491k | $19M | 7% | Mar 2025 |
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| Envestnet Asset Management | 435k | $16M | 41% | Dec 2024 |
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| Kestra Advisory Services | 409k | $15M | 8% | Dec 2024 |
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| Sanctuary Advisors | 387k | $15M | 5% | Dec 2024 |
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| Janney Montgomery Scott | 381k | $15M | 76% | Mar 2025 |
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| AdvisorNet Financial | 368k | $14M | 43% | Mar 2025 |
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| Arete Wealth Advisors | 367k | $14M | 32% | Dec 2024 |
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| Allegheny Financial Group | 346k | $13M | 100% | Dec 2024 |
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| Sontag Advisory | 330k | $12M | 19% | Dec 2024 |
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| Keystone Financial Services | 304k | $11M | 100% | Dec 2024 |
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| Baker Tilly Financial | 284k | $11M | 213% | Mar 2025 |
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| Redhawk Wealth Advisors | 267k | $10M | 11% | Mar 2025 |
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| Cambridge Investment Research Advisors | 226k | $8.4M | 12% | Dec 2024 |
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| Empire Life Investments | 199k | $7.4M | 17% | Dec 2024 |
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| BridgePort Financial Solutions | 194k | $7.4M | 100% | Dec 2024 |
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| IVC Wealth Advisors | 183k | $7.0M | 100% | Mar 2025 |
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| StoneCrest Wealth Management | 179k | $6.8M | 2% | Mar 2025 |
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| ERn Financial | 170k | $6.3M | 7% | Dec 2024 |
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| Atria Investments | 160k | $5.9M | -11% | Dec 2024 |
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| Foundry Financial Group | 150k | $5.6M | 6% | Dec 2024 |
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| Cannon Wealth Management Services | 140k | $5.4M | 94% | Dec 2024 |
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| Prosperity Financial Group | 136k | $5.0M | 2% | Dec 2024 |
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| Integrated Advisors Network | 135k | $5.1M | -2% | Mar 2025 |
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| Per Stirling Capital Management | 126k | $4.7M | 2% | Dec 2024 |
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| H D Vest Advisory Services | 120k | $4.5M | 63% | Dec 2024 |
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| Modern Wealth Management | 118k | $4.6M | 100% | Dec 2024 |
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| New England Private Wealth Advisors | 117k | $4.3M | 100% | Dec 2024 |
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| Sovran Advisors | 110k | $4.1M | 100% | Dec 2024 |
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| Tempus Wealth Planning | 108k | $4.0M | 100% | Dec 2024 |
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| Atria Wealth Solutions | 97k | $3.6M | -3% | Dec 2024 |
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| Central Trust & Investment | 90k | $3.3M | 105% | Dec 2024 |
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| Steward Partners Investment Advisory | 90k | $3.3M | 117% | Dec 2024 |
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| Sax Wealth Advisors | 89k | $3.3M | 100% | Dec 2024 |
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| Mml Investors Services | 89k | $3.3M | 23% | Dec 2024 |
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| Provident Wealth Management | 87k | $3.2M | -23% | Dec 2024 |
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| Branch Banking & Trust Company | 86k | $3.2M | 12% | Dec 2024 |
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| HighTower Advisors | 85k | $3.2M | 21% | Dec 2024 |
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| Pnc Financial Services | 85k | $3.2M | 71% | Dec 2024 |
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| LPL Financial | 80k | $3.0M | 18% | Dec 2024 |
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| Able Wealth Management | 79k | $2.9M | 36% | Dec 2024 |
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| SeaCrest Wealth Management | 76k | $2.9M | 23% | Mar 2025 |
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| Sigma Planning | 73k | $2.7M | 0% | Dec 2024 |
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| Bank of New York Mellon | 66k | $2.4M | 6% | Dec 2024 |
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| Capital Analysts | 64k | $2.4M | 100% | Dec 2024 |
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| Royal Bank of Canada | 64k | $2.4M | 49153% | Dec 2024 |
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| D.A. Davidson & Co. | 62k | $2.3M | 100% | Dec 2024 |
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| Kestra Private Wealth Services | 60k | $2.2M | 4% | Dec 2024 |
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| GGM Financials | 59k | $2.3M | -86% | Mar 2025 |
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| Harbour Investments | 57k | $2.1M | 17% | Dec 2024 |
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| Patriot Financial Group Insurance Agency | 54k | $2.1M | -51% | Mar 2025 |
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| Turtle Creek Wealth Advisors | 52k | $1.9M | -71% | Dec 2024 |
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| WealthCare Investment Partners | 43k | $1.6M | 0% | Dec 2024 |
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| Embree Financial Group | 42k | $1.5M | 100% | Dec 2024 |
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| Steel Peak Wealth Management | 41k | $1.5M | 273% | Dec 2024 |
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| Wealthcare Advisory Partners | 35k | $1.3M | 9% | Mar 2025 |
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| Intl Fcstone | 33k | $1.2M | 8% | Dec 2024 |
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| Sentinel Pension Advisors | 31k | $1.2M | 3% | Mar 2025 |
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| Silver Oak Securities | 30k | $1.1M | -37% | Dec 2024 |
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| MAI Wealth Advisors | 29k | $1.1M | 9% | Dec 2024 |
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| Essex Financial Services | 28k | $1.0M | -11% | Dec 2024 |
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| Belpointe Asset Management | 25k | $956k | 0% | Dec 2024 |
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| Dynamic Advisors Solutions | 24k | $875k | 49% | Dec 2024 |
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| D. E. Shaw & Co | 23k | $864k | 100% | Dec 2024 |
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| Cox Capital | 23k | $867k | 10% | Mar 2025 |
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| We Are One Seven | 18k | $665k | 100% | Dec 2024 |
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| Benjamin Edwards | 18k | $657k | 13% | Dec 2024 |
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| IFP Advisors | 18k | $657k | 14% | Dec 2024 |
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| Rollins Financial Advisors | 17k | $618k | 128% | Dec 2024 |
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| Honkamp Krueger Financial Services | 14k | $532k | 0% | Dec 2024 |
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| Merit Financial Group | 14k | $544k | 100% | Mar 2025 |
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| Proequities | 13k | $512M | 100% | Dec 2024 |
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| Bank Of Montreal | 13k | $475k | 100% | Dec 2024 |
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| Citadel Advisors | 12k | $440k | -64% | Dec 2024 |
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| Brand Asset Management Group | 12k | $450k | -19% | Mar 2025 |
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| Stephens | 12k | $437k | -3% | Dec 2024 |
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| O'shaughnessy Asset Management | 12k | $436k | 0% | Dec 2024 |
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| Warren Averett Asset Management | 10k | $383k | 100% | Dec 2024 |
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| Synergy Financial Management | 10k | $378k | 0% | Dec 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.9k | $369k | 1% | Dec 2024 |
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| Nvest Financial | 9.5k | $353k | 100% | Dec 2024 |
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| Key Client Fiduciary Advisors | 9.4k | $358k | 5% | Mar 2025 |
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| Beacon Pointe Advisors | 9.4k | $348k | 0% | Dec 2024 |
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| OneAscent Wealth Management | 9.1k | $337k | -16% | Dec 2024 |
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| Farther Finance Advisors | 8.6k | $326k | 100% | Mar 2025 |
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| Carnegie Capital Asset Management | 8.6k | $318k | 100% | Dec 2024 |
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| Principle Wealth Partners | 7.5k | $279k | 100% | Dec 2024 |
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| Verdence Capital Advisors | 7.1k | $264k | 32% | Dec 2024 |
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| Cozad Asset Management | 6.9k | $258k | 27% | Dec 2024 |
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| Goss Wealth Management | 6.6k | $245k | 21% | Dec 2024 |
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| Pensionmark Financial Group | 6.5k | $240k | 100% | Dec 2024 |
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| Next Level Private | 5.9k | $225k | 0% | Mar 2025 |
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| Raymond James Financial | 5.7k | $212k | 100% | Dec 2024 |
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| LaSalle St. Investment Advisors | 5.7k | $210k | 100% | Dec 2024 |
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| Brian McDonald | 5.5k | $205k | 5% | Dec 2024 |
|
| Bessemer | 3.0k | $111k | 0% | Dec 2024 |
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| Hanson McClain Advisors | 2.7k | $104k | 4% | Dec 2024 |
|
| Federation des caisses Desjardins du Quebec | 765.00 | $28k | 100% | Dec 2024 |
|
| Spire Wealth Management | 650.00 | $24k | 100% | Dec 2024 |
|
| Centricity Wealth Management | 315.00 | $12k | 0% | Mar 2025 |
|
| Jpmorgan Chase & Co | 284.00 | $11k | -97% | Dec 2024 |
|
| Global Retirement Partners | 237.00 | $8.8k | 100% | Dec 2024 |
|
| Creative Financial Designs | 200.00 | $7.4k | 0% | Dec 2024 |
|
| Wells Fargo & Company | 112.00 | $4.2k | 100% | Dec 2024 |
|
| Advisor Group Holdings | 42.00 | $1.6k | -98% | Dec 2024 |
|
| FMR | 12.00 | $424.800000 | 100% | Dec 2024 |
|
Who sold out of Putnam Focused Large Cap Value Etf?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Jane Street | Sep 2024 | 44k | $1.7M |
| International Assets Investment Management | Sep 2024 | 26k | $695k |
| Prospera Financial Services | Sep 2024 | 18k | $683k |
| Resources Investment Advisors | Sep 2024 | 7.4k | $282k |
| Fulcrum Equity Management | Sep 2024 | 6.5k | $248k |
| Thurston, Springer, Miller, Herd & Titak | Dec 2024 | 761.00 | $28k |
| Clear Point Advisors | Sep 2024 | 670.00 | $25k |
| Atlantic Trust | Sep 2024 | 553.00 | $21k |