Putnam BDC Income ETF (PBDC) Institutional Ownership → His win rate puts Warren Buffett to shame… (From Investing Daily) (Ad) Free PBDC Stock Alerts $33.98 +0.28 (+0.83%) (As of 04/26/2024 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)12TotalInstitutional Inflows(last 12 months)$32.08MNumber ofInstitutional Sellers(last 12 months)0 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 Investing DailyHis win rate puts Warren Buffett to shame… Not long ago I joined Phil Ash for a private one-on-one interview. And during our time together I pulled the covers of my investing system that’s delivered 779 winners and 43,509% total profits since November of 2015… Without a single loss.Click here now for the full story. Putnam BDC Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/19/2024 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% 1/30/2024Bay 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% 10/12/2023 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% 2/8/2023Belpointe 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, 14 institutional investors and hedge funds held shares of Putnam BDC Income ETF. The most heavily invested institutionals were Putnam Investments LLC ($22.76M), Evolution Wealth Advisors LLC ($4.40M), Commonwealth Equity Services LLC ($2.71M), 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 14 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 ($85.67K), Prosperity Financial Group Inc. ($52.04K), Wealthcare Advisory Partners LLC ($41.39K), Steward Partners Investment Advisory LLC ($30.05K), and Stonebridge Financial Planning Group LLC ($23.64K). How much institutional buying is happening at Putnam BDC Income ETF? Institutional investors have bought a total of 1,214,073 shares in the last 24 months. This purchase volume represents approximately $32.44M in transactions. 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