Putnam BDC Income ETF (PBDC) Institutional Ownership → The 2024 Gold Rush: Unleashing Market Potential (From Priority Gold) (Ad) Free PBDC Stock Alerts $34.54 +0.18 (+0.52%) (As of 05/10/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartHoldingsOwnershipRatingsStock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Putnam BDC Income ETF (NYSEARCA:PBDC)Number ofInstitutional Buyers(last 12 months)14TotalInstitutional Inflows(last 12 months)$34.11MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$26.28K Get PBDC Insider Trade Alerts Want to know when executives and insiders are buying or selling Putnam BDC Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PBDC Institutional Buying and Selling by Quarter Ad Porter & CompanyElon to Transform U.S. Economy? A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth.One company holds a near-total monopoly on it. Putnam BDC Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/8/2024 Avantax Advisory Services Inc.25,682$871K0.0%N/A1.126% 5/1/2024 Janney Montgomery Scott LLC10,675$362K0.0%-6.8%0.468% 4/30/2024 Hartline Investment Corp12,030$408K0.1%N/A0.528% 4/29/2024Commonwealth Equity Services LLC136,792$4.64M0.0%+19.5%6.000% 4/19/2024 Evolution Wealth Advisors LLC129,755$4.40M0.8%N/A5.952% 4/15/2024 Wealthcare Advisory Partners LLC41,386$1.40M0.0%+7.4%1.898% 4/11/2024 Fortitude Family Office LLC1,174$40K0.0%N/A0.054% 2/12/2024Steward Partners Investment Advisory LLC30,050$951K0.0%N/A2.613% 2/6/2024 Wealthcare Advisory Partners LLC38,522$1.22M0.0%+41.6%3.350% 2/5/2024Stonebridge Financial Planning Group LLC61,777$1.96M1.1%+27.0%5.372% 2/1/2024 CWM LLC7,300$231K0.0%+92.1%0.635% 1/30/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,620$241K0.0%N/A0.663% 11/8/2023 Janney Montgomery Scott LLC14,450$457K0.0%N/A1.257% 11/8/2023Stonebridge Financial Planning Group LLC48,657$1.54M0.9%+27.6%4.231% 11/8/2023 Kestra Private Wealth Services LLC7,540$238K0.0%N/A0.656% 11/7/2023Prosperity Financial Group Inc.52,036$1.65M1.4%N/A4.525% 10/23/2023Commonwealth Equity Services LLC85,666$2.71M0.0%+26.5%7.449% 10/12/2023 Wealthcare Advisory Partners LLC27,196$860K0.0%N/A2.365% 10/11/2023 CWM LLC3,800$120K0.0%N/A0.330% 8/10/2023Commonwealth Equity Services LLC67,700$2.04M0.0%N/A5.887% 5/22/2023Putnam Investments LLC800,000$22.76M0.0%+540.0%87.912% 2/8/2023 Belpointe Asset Management LLC4,200$113K0.0%N/A2.100% 1/25/2023AJ Wealth Strategies LLC9,256$249K0.0%N/A4.628% 11/15/2022Putnam Investments LLC125,000$3.14M0.0%N/A62.500% (Data available from 1/1/2016 forward) PBDC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PBDC shares? During the previous two years, 16 institutional investors and hedge funds held shares of Putnam BDC Income ETF. The most heavily invested institutionals were Putnam Investments LLC ($22.76M), Commonwealth Equity Services LLC ($4.64M), Evolution Wealth Advisors LLC ($4.40M), Stonebridge Financial Planning Group LLC ($1.96M), Prosperity Financial Group Inc. ($1.65M), Wealthcare Advisory Partners LLC ($1.40M), and Steward Partners Investment Advisory LLC ($951K).Learn more on PBDC's institutional investors. Which institutional investors have been buying Putnam BDC Income ETF stock? Of the 16 institutional investors that purchased Putnam BDC Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Putnam Investments LLC ($800K), Evolution Wealth Advisors LLC ($129.76K), Commonwealth Equity Services LLC ($107.94K), Prosperity Financial Group Inc. ($52.04K), Wealthcare Advisory Partners LLC ($41.39K), Steward Partners Investment Advisory LLC ($30.05K), and Avantax Advisory Services Inc. ($25.68K). How much institutional buying is happening at Putnam BDC Income ETF? Institutional investors have bought a total of 1,274,060 shares in the last 24 months. This purchase volume represents approximately $34.48M in transactions. Which Putnam BDC Income ETF major shareholders have been selling company stock? The following institutional investors have sold Putnam BDC Income ETF stock in the last 24 months: Janney Montgomery Scott LLC ($775.00). How much institutional selling is happening at Putnam BDC Income ETF? Institutional investors have sold a total of 775 shares in the last 24 months. This volume of shares sold represents approximately $26.28K in transactions. Related Companies: First Trust NASDAQ ABA Community Bank Index Fund Major Shareholders PIMCO Preferred and Capital Securities Active Exchange-Traded Fund Major Shareholders Calvert Ultra-Short Investment Grade ETF Major Shareholders Invesco KBW Regional Banking ETF Major Shareholders First Trust Nasdaq Bank ETF Major Shareholders ETRACS Linked to the Wells Fargo Business Development Company Index ETN Series B Major Shareholders Direxion Daily Financial Bear 3X Shares Major Shareholders Invesco S&P SmallCap Financials ETF Major Shareholders ProShares UltraShort Financials Major Shareholders ProShares Short Financials Major Shareholders This page (NYSEARCA:PBDC) was last updated on 5/11/2024 by MarketBeat.com Staff From Our PartnersHe Is Giving Away BitcoinCrypto Swap ProfitsThe Crypto 9-5 Escape PlanCrypto 101 MediaThe 2024 Gold Rush: Unleashing Market PotentialPriority GoldThe A.I. story nobody is telling you (Read ASAP)TradeSmithGold Set to EXPLODE!Gold Safe ExchangeCollapse of the Petrodollar Colonial MetalsForget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THISParadigm Press[URGENT] DO NOT Touch These AI Stocks!Weiss Ratings Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Putnam BDC Income ETF Please log in to your account or sign up in order to add this asset to your watchlist. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
