Free Trial
→ 2013 Bitcoin miner reveals his trading system (free) (From Crypto Swap Profits) (Ad)tc pixel Free PBDC Stock Alerts

Putnam BDC Income ETF (PBDC) Institutional Ownership

Putnam BDC Income ETF logo
$33.60 -0.20 (-0.59%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$33.62 +0.02 (+0.06%)
As of 09/12/2025 05:51 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Putnam BDC Income ETF (NYSEARCA:PBDC)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$26.60M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.18M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PBDC Institutional Buying and Selling by Quarter

Putnam BDC Income ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Newbridge Financial Services Group Inc.57,696$1.95M0.3%+2.4%0.842%
8/15/2025 Corient Private Wealth LLC81,114$2.75M0.0%+30.8%1.184%
8/14/2025 Raymond James Financial Inc.188,406$6.38M0.0%+60.4%2.750%
8/13/2025 Smith Moore & CO.40,298$1.36M0.1%+4.6%0.588%
8/12/2025 J.W. Cole Advisors Inc.12,244$414K0.0%+13.6%0.179%
8/12/2025 Steward Partners Investment Advisory LLC96,475$3.27M0.0%+60.7%1.408%
8/8/2025 Avantax Advisory Services Inc.60,063$2.03M0.0%+3.8%0.883%
8/8/2025 Cetera Investment Advisers53,977$1.83M0.0%+10.7%0.794%
8/8/2025 Condor Capital Management159,241$5.39M0.5%+24.6%2.342%
8/7/2025 Allworth Financial LP2,000$68K0.0%N/A0.029%
8/6/2025 Stonebridge Financial Planning Group LLC87,445$2.96M1.2%+1.8%1.286%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,600$257K0.0%-36.8%0.112%
8/1/2025 Envestnet Asset Management Inc.17,262$584K0.0%+7.7%0.254%
7/31/2025 3EDGE Asset Management LP33,435$1.13M0.1%+4.8%0.492%
7/30/2025 Prosperity Financial Group Inc.48,530$1.64M0.7%+8.5%0.714%
7/30/2025 D.A. Davidson & CO.15,036$509K0.0%+9.0%0.221%
7/28/2025 RFG Advisory LLC26,231$888K0.0%-49.9%0.386%
7/25/2025 Allspring Global Investments Holdings LLC18,400$623K0.0%+95.7%0.271%
7/25/2025 Apollon Wealth Management LLC42,413$1.44M0.0%N/A0.624%
7/22/2025 Wealthcare Advisory Partners LLC42,446$1.44M0.0%+12.7%0.624%
7/21/2025 Ameritas Advisory Services LLC850$29K0.0%N/A0.013%
5/13/2025Raymond James Financial Inc.117,493$4.07M0.0%+1.6%1.910%
5/12/2025Condor Capital Management127,783$4.43M0.4%+90.4%2.078%
5/9/2025Evolution Wealth Advisors LLC132,620$4.60M0.8%-2.0%2.156%
5/9/2025Advyzon Investment Management LLC7,724$268K0.1%+31.0%0.126%
5/6/2025Cetera Investment Advisers48,777$1.69M0.0%+3.3%0.793%
5/6/2025Avantax Advisory Services Inc.57,839$2.01M0.0%+5.4%0.940%
5/6/2025Brookwood Investment Group LLC9,950$345K0.1%N/A0.162%
5/6/2025Guidance Capital Inc.6,931$220K0.1%N/A0.118%
5/1/2025CWM LLC8,913$309K0.0%-4.8%0.152%
5/1/20253EDGE Asset Management LP31,904$1.11M0.1%-33.3%0.543%
4/30/2025Brown Advisory Inc.19,856$688K0.0%+15.9%0.338%
4/29/2025Envestnet Asset Management Inc.16,034$556K0.0%-17.2%0.273%
4/28/2025D.A. Davidson & CO.13,791$478K0.0%+11.6%0.235%
4/28/2025Able Wealth Management LLC8,293$287K0.2%-6.7%0.141%
4/24/2025Allspring Global Investments Holdings LLC9,400$326K0.0%N/A0.160%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,023$418K0.1%-2.8%0.204%
4/15/2025Wealthcare Advisory Partners LLC37,665$1.31M0.0%+29.2%0.641%
4/9/2025RFG Advisory LLC52,365$1.82M0.0%+95.0%0.935%
4/9/2025NBC Securities Inc.1,052$36K0.0%+105,100.0%0.019%
2/18/2025Stonebridge Financial Planning Group LLC82,781$2.85M1.3%+1.4%3.599%
2/17/2025Cetera Investment Advisers47,222$1.63M0.0%+13.7%2.053%
2/17/2025Citadel Advisors LLC6,265$216K0.0%N/A0.272%
2/13/2025Raymond James Financial Inc.115,677$3.98M0.0%N/A5.029%
2/13/2025Envestnet Asset Management Inc.19,374$667K0.0%-4.2%0.842%
2/13/2025Smith Moore & CO.38,412$1.32M0.1%N/A1.670%
2/11/2025Condor Capital Management67,097$2.31M0.2%-2.5%2.917%
2/10/2025Corient Private Wealth LLC54,106$1.86M0.0%+70.4%2.352%
2/10/2025Commonwealth Equity Services LLC103,260$3.55M0.0%+1.9%4.490%
2/10/2025Avantax Advisory Services Inc.54,866$1.89M0.0%+18.8%2.385%
2/7/2025Prosperity Financial Group Inc.56,213$1.94M1.0%-33.0%2.444%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,375$426K0.1%+8.1%0.538%
2/6/2025Raymond James Financial Inc.115,677$3.98M0.0%N/A5.029%
2/6/2025Steward Partners Investment Advisory LLC58,856$2.03M0.0%+13.5%2.559%
2/3/2025Able Wealth Management LLC8,885$306K0.2%-5.6%0.386%
2/3/2025Advyzon Investment Management LLC5,895$203K0.1%N/A0.256%
1/31/20253EDGE Asset Management LP47,845$1.65M0.1%-2.9%2.080%
1/31/2025D.A. Davidson & CO.12,353$425K0.0%+27.2%0.537%
1/31/2025J.W. Cole Advisors Inc.7,071$243K0.0%N/A0.307%
1/30/2025Principal Securities Inc.9,142$315K0.0%+13.9%0.397%
1/28/2025Newbridge Financial Services Group Inc.44,456$1.53M0.4%+40.6%1.933%
1/21/2025RFG Advisory LLC26,854$924K0.0%+224.3%1.168%
1/17/2025Evolution Wealth Advisors LLC135,285$4.66M0.8%-0.4%5.882%
1/15/2025Wealthcare Advisory Partners LLC29,149$1.00M0.0%+1.7%1.267%
11/15/2024MML Investors Services LLC16,393$554K0.0%N/A0.713%
11/13/2024Prosperity Financial Group Inc.83,838$2.83M1.6%+0.9%3.645%
11/8/2024Stonebridge Financial Planning Group LLC81,672$2.76M1.3%+4.9%3.551%
11/1/2024Able Wealth Management LLC9,415$318K0.2%N/A0.409%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,444$387K0.1%-31.7%0.498%
10/15/2024NBC Securities Inc.986$33K0.0%N/A0.043%
10/8/2024CWM LLC8,000$270K0.0%-9.6%0.348%
8/22/2024Cetera Investment Advisers46,275$1.60M0.0%+11.2%2.012%
8/8/2024Condor Capital Management46,291$1.60M0.2%N/A2.013%
8/8/2024Stonebridge Financial Planning Group LLC77,848$2.70M1.4%+15.2%3.385%
7/31/2024Commonwealth Equity Services LLC154,464$5.35M0.0%+12.9%6.716%
7/24/2024Catalina Capital Group LLC8,742$303K0.1%N/A0.380%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,752$580K0.1%+39.3%0.728%
7/18/2024Evolution Wealth Advisors LLC135,835$4.70M0.9%+4.7%5.906%
7/10/2024CWM LLC8,850$306K0.0%+7.3%0.385%
5/17/2024Comerica Bank3,400$115K0.0%+36.0%0.148%
5/8/2024Avantax Advisory Services Inc.25,682$871K0.0%N/A1.126%
5/1/2024Janney Montgomery Scott LLC10,675$362K0.0%-6.8%0.468%
4/30/2024Hartline Investment Corp12,030$408K0.1%N/A0.528%
4/29/2024Commonwealth Equity Services LLC136,792$4.64M0.0%+19.5%6.000%
4/19/2024Evolution Wealth Advisors LLC129,755$4.40M0.8%N/A5.952%
4/15/2024Wealthcare Advisory Partners LLC41,386$1.40M0.0%+7.4%1.898%
4/11/2024Fortitude Family Office LLC1,174$40K0.0%N/A0.054%
2/12/2024Steward Partners Investment Advisory LLC30,050$951K0.0%N/A2.613%
2/6/2024Wealthcare 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%
2/1/2024CWM LLC7,300$231K0.0%+92.1%0.635%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,620$241K0.0%N/A0.663%
11/8/2023Janney Montgomery Scott LLC14,450$457K0.0%N/A1.257%
11/8/2023Stonebridge Financial Planning Group LLC48,657$1.54M0.9%+27.6%4.231%
11/8/2023Kestra 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%
10/12/2023Wealthcare Advisory Partners LLC27,196$860K0.0%N/A2.365%
10/11/2023CWM LLC3,800$120K0.0%N/A0.330%
8/10/2023Commonwealth Equity Services LLC67,700$2.04M0.0%N/A5.887%
(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, 39 institutional investors and hedge funds held shares of Putnam BDC Income ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($6.38M), Condor Capital Management ($5.39M), Evolution Wealth Advisors LLC ($4.60M), Commonwealth Equity Services LLC ($3.55M), Steward Partners Investment Advisory LLC ($3.27M), Stonebridge Financial Planning Group LLC ($2.96M), and Corient Private Wealth LLC ($2.75M).Learn more on Putnam BDC Income ETF's institutional investors.

Which institutional investors have been buying Putnam BDC Income ETF's stock?

Of the 39 institutional investors that purchased Putnam BDC Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($304.08K), Condor Capital Management ($138.44K), Evolution Wealth Advisors LLC ($135.84K), Steward Partners Investment Advisory LLC ($73.52K), Commonwealth Equity Services LLC ($59.89K), Prosperity Financial Group Inc. ($56.59K), and Wealthcare Advisory Partners LLC ($55.17K).

How much institutional buying is happening at Putnam BDC Income ETF?

Institutional investors have bought a total of 776,522 shares in the last 24 months. This purchase volume represents approximately $26.60M in transactions.

Which of Putnam BDC Income ETF's major shareholders have been selling company stock?

Of the 9 institutional investors that sold Putnam BDC Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prosperity Financial Group Inc. ($27.63K), RFG Advisory LLC ($26.13K), 3EDGE Asset Management LP ($17.37K), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($10.08K), Envestnet Asset Management Inc. ($4.20K), Evolution Wealth Advisors LLC ($3.22K), and Condor Capital Management ($1.72K).

How much institutional selling is happening at Putnam BDC Income ETF?

Institutional investors have sold a total of 92,764 shares in the last 24 months. This volume of shares sold represents approximately $3.18M in transactions.


Related Companies

This page (NYSEARCA:PBDC) was last updated on 9/13/2025 by MarketBeat.com Staff
From Our Partners
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel
October 16 Changes the Microchip Game — and Investing
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsoredtc pixel