Free Trial
→ I was right about SpaceX (From Brownstone Research) (Ad)tc pixel Free PBDC Stock Alerts

Putnam BDC Income ETF (PBDC) Institutional Ownership

Putnam BDC Income ETF logo
$28.89 +0.10 (+0.35%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$36.51M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$8.19M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Gentry Private Wealth LLC9,533$263K0.2%-8.0%0.098%
4/23/2026 Apollon Wealth Management LLC44,022$1.21M0.0%+1.9%0.445%
4/20/2026 RFG Advisory LLC47,103$1.30M0.0%+1.0%0.506%
4/17/2026 Discipline Wealth Solutions LLC15,408$425K0.0%-35.0%0.166%
3/9/2026Corient Private Wealth LLC93,142$2.85M0.0%+3.9%1.111%
2/19/2026Corient Private Wealth LLC93,142$2.85M0.0%+3.9%1.111%
2/17/2026Cetera Investment Advisers106,262$3.25M0.0%-5.9%1.268%
2/17/2026Osaic Holdings Inc.18,429$564K0.0%-44.5%0.220%
2/16/2026MML Investors Services LLC22,741$696K0.0%+56.2%0.271%
2/16/2026Mariner LLC10,000$306K0.0%N/A0.119%
2/16/2026Brown Advisory Inc.29,528$904K0.0%+48.7%0.352%
2/13/2026Focused Alpha LLC9,040$277K0.1%N/A0.108%
2/12/2026 Commonwealth Equity Services LLC50,173$1.54M0.0%-68.6%0.599%
2/12/2026Haven Private LLC59,515$1.82M0.8%+14.3%0.710%
2/12/2026Steward Partners Investment Advisory LLC84,061$2.57M0.0%-16.7%1.003%
2/11/2026LPL Financial LLC88,606$2.71M0.0%+7.4%1.057%
2/11/2026Closed End Fund Advisors Inc.28,476$871K0.5%N/A0.340%
2/10/2026Castlekeep Investment Advisors LLC27,393$838K0.4%N/A0.327%
2/6/2026EverSource Wealth Advisors LLC1,000$31K0.0%N/A0.012%
2/6/2026Condor Capital Management340,779$10.43M0.8%+106.0%4.067%
2/6/20263EDGE Asset Management LP37,887$1.16M0.1%+13.9%0.452%
2/6/2026HighTower Advisors LLC9,148$280K0.0%N/A0.109%
2/5/2026Allworth Financial LP10,200$312K0.0%+410.0%0.122%
2/5/2026Stonebridge Financial Planning Group LLC74,649$2.28M0.8%-15.5%0.891%
2/4/2026Shade Tree Advisors LLC31,700$970K0.7%N/A0.378%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC11,700$358K0.0%N/A0.140%
2/3/2026 Encompass More Asset Management6,983$214K0.0%N/A0.083%
2/3/2026 RFG Advisory LLC46,639$1.43M0.0%+7.7%0.557%
1/30/2026 Samalin Investment Counsel LLC24,418$747K0.3%N/A0.291%
1/29/2026D.A. Davidson & CO.14,176$434K0.0%-5.7%0.169%
1/29/2026 Pinion Investment Advisors LLC17,208$527K0.1%-8.5%0.205%
1/28/2026Gentry Private Wealth LLC10,362$317K0.2%N/A0.124%
1/26/2026 Discipline Wealth Solutions LLC23,717$726K0.1%+24.5%0.282%
1/26/2026CWM LLC8,078$247K0.0%-4.4%0.096%
1/23/2026 Farther Finance Advisors LLC37,652$1.15M0.0%+12,450.7%0.448%
1/23/2026Guidance Capital Inc.7,962$247K0.1%N/A0.095%
1/22/2026 Apollon Wealth Management LLC43,214$1.32M0.0%+3.2%0.514%
1/21/2026 Naviter Wealth LLC19,466$596K0.1%N/A0.232%
1/20/2026 Stratos Wealth Partners LTD.15,400$471K0.0%N/A0.184%
1/14/2026 Wealthcare Advisory Partners LLC14,984$459K0.0%-61.2%0.182%
1/14/2026 Accurate Wealth Management LLC10,784$332K0.0%N/A0.131%
1/12/2026Evolution Wealth Advisors LLC128,400$3.93M0.4%-1.9%1.556%
1/5/2026 Confluence Investment Management LLC27,635$846K0.0%N/A0.337%
1/5/2026 GoalVest Advisory LLC34,218$1.05M0.2%N/A0.417%
1/5/2026 Miller Global Investments LLC1,441$44K0.0%N/A0.018%
11/18/2025Stonebridge Financial Planning Group LLC88,299$2.81M1.1%+1.0%1.104%
11/17/2025 Kestra Private Wealth Services LLC10,758$342K0.0%+5.9%0.134%
11/17/2025Prosperity Financial Group Inc.55,012$1.75M0.6%+13.4%0.688%
11/14/2025Raymond James Financial Inc.164,517$5.23M0.0%-12.7%2.056%
11/14/2025Newbridge Financial Services Group Inc.58,199$1.85M0.3%+0.9%0.727%
11/13/2025UBS Group AG17,751$564K0.0%+643.0%0.222%
11/12/2025Smith Moore & CO.41,620$1.32M0.1%+3.3%0.520%
11/10/2025Advyzon Investment Management LLC8,872$282K0.0%+12.2%0.111%
11/7/2025Condor Capital Management165,458$5.26M0.4%+3.9%2.068%
11/7/2025 Wealthcare Advisory Partners LLC38,600$1.23M0.0%-9.1%0.483%
11/6/2025Haven Private LLC52,087$1.66M0.7%N/A0.651%
11/6/2025 RFG Advisory LLC43,288$1.38M0.0%+65.0%0.541%
11/5/2025 J.W. Cole Advisors Inc.12,649$402K0.0%+3.3%0.160%
11/5/2025Envestnet Asset Management Inc.22,013$700K0.0%+27.5%0.278%
10/28/2025Evolution Wealth Advisors LLC130,900$4.16M0.6%-1.3%1.651%
10/27/2025 Pinion Investment Advisors LLC18,809$577K0.2%N/A0.237%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,128$290K0.0%+20.1%0.120%
10/22/2025 Commonwealth Equity Services LLC159,933$5.08M0.0%+56.1%2.096%
10/21/2025 Discipline Wealth Solutions LLC19,051$605K0.2%N/A0.257%
10/20/2025Allspring Global Investments Holdings LLC19,400$617K0.0%+5.4%0.262%
10/17/2025 Apollon Wealth Management LLC41,868$1.33M0.0%-1.3%0.570%
10/16/2025HBK Sorce Advisory LLC18,001$541K0.0%N/A0.245%
10/15/2025CWM LLC8,450$269K0.0%-7.8%0.115%
10/14/2025HBK Sorce Advisory LLC18,001$541K0.0%N/A0.247%
9/26/2025Corient Private Wealth LLC81,115$2.75M0.0%+30.8%1.184%
8/19/2025Newbridge Financial Services Group Inc.57,696$1.95M0.3%+2.4%0.842%
8/15/2025Corient Private Wealth LLC81,114$2.75M0.0%+30.8%1.184%
8/14/2025Raymond James Financial Inc.188,406$6.38M0.0%+60.4%2.750%
8/13/2025Smith 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%
8/12/2025Steward Partners Investment Advisory LLC96,475$3.27M0.0%+60.7%1.408%
8/8/2025Avantax Advisory Services Inc.60,063$2.03M0.0%+3.8%0.883%
8/8/2025Cetera Investment Advisers53,977$1.83M0.0%+10.7%0.794%
8/8/2025Condor Capital Management159,241$5.39M0.5%+24.6%2.342%
8/7/2025Allworth Financial LP2,000$68K0.0%N/A0.029%
8/6/2025Stonebridge Financial Planning Group LLC87,445$2.96M1.2%+1.8%1.286%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,600$257K0.0%-36.8%0.112%
8/1/2025Envestnet Asset Management Inc.17,262$584K0.0%+7.7%0.254%
7/31/20253EDGE Asset Management LP33,435$1.13M0.1%+4.8%0.492%
7/30/2025Prosperity Financial Group Inc.48,530$1.64M0.7%+8.5%0.714%
7/30/2025D.A. Davidson & CO.15,036$509K0.0%+9.0%0.221%
7/28/2025 RFG Advisory LLC26,231$888K0.0%-49.9%0.386%
7/25/2025Allspring 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%
7/21/2025Ameritas 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%


PBDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBDC shares?

During the previous two years, 61 institutional investors and hedge funds held shares of Putnam BDC Income ETF. The most heavily invested institutionals were Condor Capital Management ($10.43M), Raymond James Financial Inc. ($5.23M), Evolution Wealth Advisors LLC ($3.93M), Cetera Investment Advisers ($3.25M), Corient Private Wealth LLC ($2.85M), LPL Financial LLC ($2.71M), and Steward Partners Investment Advisory LLC ($2.57M).Learn more on Putnam BDC Income ETF's institutional investors.

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

Of the 60 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: Condor Capital Management ($319.97K), Raymond James Financial Inc. ($304.08K), Commonwealth Equity Services LLC ($77.12K), Corient Private Wealth LLC ($67.59K), RFG Advisory LLC ($64.96K), Haven Private LLC ($59.52K), and Apollon Wealth Management LLC ($44.57K).

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

Institutional investors have bought a total of 1,145,298 shares in the last 24 months. This purchase volume represents approximately $36.51M in transactions.

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

Of the 16 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: Commonwealth Equity Services LLC ($109.76K), Wealthcare Advisory Partners LLC ($27.46K), RFG Advisory LLC ($26.13K), Raymond James Financial Inc. ($23.89K), Steward Partners Investment Advisory LLC ($16.80K), Osaic Holdings Inc. ($14.76K), and Stonebridge Financial Planning Group LLC ($13.65K).

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

Institutional investors have sold a total of 263,647 shares in the last 24 months. This volume of shares sold represents approximately $8.19M in transactions.


Related Companies

This page (NYSEARCA:PBDC) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel