Free Trial
→ Think NVDA’s run was epic? You ain’t seen nothin’ yet (From Timothy Sykes) (Ad) Buy PVAL Stock  Free PVAL Stock Alerts

Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

Putnam Focused Large Cap Value ETF logo
$37.47 +0.64 (+1.74%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$678.47M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$49.53M
Get PVAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Putnam Focused Large Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PVAL Institutional Buying and Selling by Quarter

Putnam Focused Large Cap Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Verdence Capital Advisors LLC7,790$297K0.0%+9.6%0.012%
5/2/2025Sigma Planning Corp71,249$2.71M0.1%-2.6%0.107%
5/1/2025 CWM LLC1,850,921$70.48M0.3%+10.1%2.780%
5/1/2025 Stephens Inc. AR12,070$460K0.0%+2.5%0.018%
5/1/2025 Northwest Capital Management Inc2,671$102K0.0%N/A0.004%
5/1/2025 WESPAC Advisors LLC7,461$284K0.2%N/A0.011%
4/30/2025 Allworth Financial LP2,980$109K0.0%+11.2%0.004%
4/30/2025 Brown Advisory Inc.12,302$468K0.0%N/A0.018%
4/29/2025 Envestnet Asset Management Inc.1,044,169$39.76M0.0%+140.2%1.568%
4/29/2025 Bank of New York Mellon Corp73,278$2.79M0.0%+11.5%0.110%
4/29/2025 World Investment Advisors12,207$465K0.0%+88.5%0.018%
4/29/2025 Silver Oak Securities Incorporated31,489$1.19M0.1%+4.6%0.047%
4/28/2025 Castle Wealth Management LLC135,867$5.17M2.0%N/A0.204%
4/28/2025 D.A. Davidson & CO.56,312$2.14M0.0%-9.7%0.085%
4/28/2025 Able Wealth Management LLC121,610$4.63M2.5%+53.5%0.183%
4/25/2025 Keystone Financial Services LLC325,530$12.40M10.5%+7.1%0.489%
4/25/2025 Trademark Financial Management LLC22,856$870K0.7%N/A0.034%
4/25/2025 Essex Financial Services Inc.62,969$2.40M0.2%+123.7%0.095%
4/25/2025 Sovran Advisors LLC126,964$4.50M0.6%+15.1%0.191%
4/23/2025 HBK Sorce Advisory LLC7,932$302K0.0%N/A0.012%
4/23/2025 BridgePort Financial Solutions LLC198,467$7.56M3.4%+2.5%0.298%
4/23/2025 Embree Financial Group187,608$7.14M1.2%+351.2%0.282%
4/22/2025 Cambridge Investment Research Advisors Inc.280,109$10.67M0.0%+23.8%0.421%
4/22/2025 WealthCare Investment Partners LLC40,682$1.42M0.6%-5.1%0.061%
4/22/2025 Synergy Asset Management LLC53,538$2.04M0.3%+436.9%0.080%
4/21/2025 Provident Wealth Management LLC66,014$2.51M0.9%-24.2%0.099%
4/21/2025 ERn Financial LLC176,994$6.74M1.1%+4.1%0.266%
4/21/2025 Silver Oak Securities Incorporated31,489$1.19M0.1%+4.6%0.047%
4/18/2025 CENTRAL TRUST Co102,921$3.92M0.1%+14.1%0.155%
4/17/2025 Janney Montgomery Scott LLC381,012$14.51M0.0%+76.2%0.572%
4/17/2025 Cyndeo Wealth Partners LLC17,479$666K0.0%N/A0.026%
4/17/2025 Dynamic Advisor Solutions LLC27,605$1.05M0.0%+17.1%0.041%
4/16/2025 Opal Wealth Advisors LLC1,429,509$54.44M16.8%+17.7%2.147%
4/16/2025 Wealth Enhancement Advisory Services LLC1,080,078$41.13M0.1%-0.7%1.622%
4/16/2025 Sowa Financial Group Inc.491,201$18.71M12.3%+7.2%0.738%
4/15/2025 Redhawk Wealth Advisors Inc.266,905$10.16M1.4%+11.0%0.401%
4/15/2025 Integrated Advisors Network LLC134,817$5.13M0.3%-2.2%0.202%
4/15/2025 Wealthcare Advisory Partners LLC34,944$1.33M0.0%+9.0%0.055%
4/14/2025 Farther Finance Advisors LLC8,588$326K0.0%N/A0.014%
4/14/2025 Patriot Financial Group Insurance Agency LLC53,853$2.05M0.3%-51.4%0.085%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
4/14/2025 Sentinel Pension Advisors LLC30,586$1.17M0.2%+3.5%0.048%
4/11/2025 GGM Financials LLC59,225$2.26M1.5%-85.6%0.093%
4/11/2025 StoneCrest Wealth Management Inc.179,181$6.82M4.3%+2.5%0.283%
4/11/2025 SeaCrest Wealth Management LLC76,355$2.91M0.3%+22.9%0.121%
4/11/2025 Harbor Group Inc.749,153$28.53M5.7%+112.5%1.183%
4/10/2025 Key Client Fiduciary Advisors LLC9,408$358K0.2%+4.9%0.015%
4/10/2025 Brand Asset Management Group Inc.11,824$450K0.2%-18.9%0.019%
4/10/2025 Amplius Wealth Advisors LLC1,883,958$71.74M7.5%+9.0%2.974%
4/9/2025 Merit Financial Group LLC14,285$544K0.0%N/A0.023%
4/9/2025 Cox Capital Mgt LLC22,779$867K0.6%+10.2%0.036%
4/9/2025 Baker Tilly Wealth Management LLC284,173$10.82M4.2%+212.6%0.449%
4/8/2025 IVC Wealth Advisors LLC182,596$6.95M3.7%N/A0.288%
4/7/2025 AdvisorNet Financial Inc368,300$14.03M1.0%+42.9%0.581%
3/17/2025 Wealth Enhancement Advisory Services LLC1,088,013$40.39M0.1%+172.8%1.868%
3/14/2025 Keystone Financial Services LLC303,926$11.28M10.3%N/A0.522%
2/28/2025 BridgePort Financial Solutions LLC193,673$7.44M3.4%N/A0.355%
2/25/2025 Integrated Advisors Network LLC137,847$5.12M0.2%-1.0%0.253%
2/17/2025Waverly Advisors LLC10,325$383K0.0%N/A0.069%
2/17/2025D. E. Shaw & Co. Inc.23,283$864K0.0%N/A0.155%
2/17/2025Cetera Investment Advisers2,310,623$85.77M0.2%+48.8%15.353%
2/17/2025Citadel Advisors LLC11,861$440K0.0%-64.1%0.079%
2/17/2025Bank of America Corp DE5,741,266$213.12M0.0%+38.2%38.148%
2/17/2025Benjamin Edwards Inc.17,700$657K0.0%+12.7%0.118%
2/17/2025Allegheny Financial Group346,329$12.86M3.3%+100.5%2.301%
2/14/2025Comerica Bank5,509$204K0.0%+5.0%0.037%
2/14/2025Capital Analysts LLC64,263$2.39M0.1%N/A0.427%
2/14/2025MGO One Seven LLC17,925$665K0.0%N/A0.119%
2/14/2025Stifel Financial Corp1,122,788$41.68M0.0%+122.0%7.460%
2/14/2025MML Investors Services LLC88,578$3.29M0.0%+22.8%0.589%
2/14/2025Concourse Financial Group Securities Inc.13,210$512K0.0%N/A0.088%
2/13/2025NewEdge Advisors LLC6,590$245K0.0%+21.3%0.044%
2/13/2025LaSalle St. Investment Advisors LLC5,670$210K0.1%N/A0.038%
2/13/2025Coign Capital Advisors LLC147,468$5.47M5.0%N/A0.980%
2/13/2025Raymond James Financial Inc.5,711$212K0.0%N/A0.038%
2/13/2025Rollins Financial Advisors LLC16,646$618K0.1%+127.9%0.111%
2/13/2025Bank of Montreal Can12,788$475K0.0%N/A0.085%
2/13/2025 Envestnet Asset Management Inc.434,701$16.14M0.0%+41.2%2.888%
2/12/2025Arete Wealth Advisors LLC366,788$13.60M1.0%+31.8%2.437%
2/12/2025 World Investment Advisors6,476$240K0.0%N/A0.043%
2/12/2025StoneX Group Inc.33,399$1.24M0.1%+7.8%0.222%
2/12/2025OneAscent Wealth Management LLC9,071$337K0.1%-16.2%0.060%
2/11/2025Modern Wealth Management LLC117,544$4.60M0.2%N/A0.781%
2/11/2025LPL Financial LLC79,491$2.95M0.0%+17.7%0.528%
2/10/2025Cozad Asset Management Inc.6,949$258K0.0%+26.7%0.046%
2/10/2025Harbour Investments Inc.57,376$2.13M0.1%+17.4%0.381%
2/10/2025Commonwealth Equity Services LLC1,227,015$45.55M0.1%+52.8%8.153%
2/10/2025Avantax Advisory Services Inc.120,230$4.46M0.0%+63.2%0.799%
2/7/2025HighTower Advisors LLC85,400$3.17M0.0%+20.5%0.567%
2/7/2025New England Private Wealth Advisors LLC116,611$4.33M0.7%N/A0.775%
2/7/2025Prosperity Financial Group Inc.135,998$5.05M2.5%+1.6%0.904%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/7/2025PNC Financial Services Group Inc.85,091$3.16M0.0%+71.1%0.565%
2/7/2025Foundry Financial Group Inc.149,630$5.55M3.4%+6.0%0.994%
2/6/2025Raymond James Financial Inc.5,711$212K0.0%N/A0.038%
2/6/2025Verdence Capital Advisors LLC7,110$264K0.0%+31.7%0.047%
2/6/2025Atria Investments Inc159,591$5.92M0.1%-10.8%1.060%
2/6/2025Steward Partners Investment Advisory LLC89,477$3.32M0.0%+117.3%0.595%
2/4/2025 Provident Wealth Management LLC87,052$3.23M1.1%-23.3%0.578%
2/4/2025 Bank of New York Mellon Corp65,693$2.44M0.0%+5.6%0.436%
2/4/2025IFP Advisors Inc17,688$657K0.0%+14.0%0.118%
2/4/2025Cannon Wealth Management Services LLC139,670$5.39M4.6%+93.5%0.928%
(Data available from 1/1/2016 forward)

PVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PVAL shares?

During the previous two years, 129 institutional investors and hedge funds held shares of Putnam Focused Large Cap Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($213.12M), Cetera Investment Advisers ($85.77M), Glenmede Trust Co. NA ($77.36M), Amplius Wealth Advisors LLC ($71.74M), CWM LLC ($70.48M), Opal Wealth Advisors LLC ($54.44M), and Commonwealth Equity Services LLC ($45.55M).Learn more on PVAL's institutional investors.

Which institutional investors have been buying Putnam Focused Large Cap Value ETF stock?

Of the 124 institutional investors that purchased Putnam Focused Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CWM LLC ($1.78M), Cetera Investment Advisers ($1.70M), Bank of America Corp DE ($1.59M), Opal Wealth Advisors LLC ($1.43M), Commonwealth Equity Services LLC ($1.31M), Stifel Financial Corp ($880.28K), and Envestnet Asset Management Inc. ($774.48K).

How much institutional buying is happening at Putnam Focused Large Cap Value ETF?

Institutional investors have bought a total of 20,917,014 shares in the last 24 months. This purchase volume represents approximately $767.42M in transactions.

Which Putnam Focused Large Cap Value ETF major shareholders have been selling company stock?

Of the 31 institutional investors that sold Putnam Focused Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amplius Wealth Advisors LLC ($1.04M), GGM Financials LLC ($353.41K), Wealth Enhancement Advisory Services LLC ($193.25K), Commonwealth Equity Services LLC ($190.31K), Stratos Wealth Advisors LLC ($160.06K), Turtle Creek Wealth Advisors LLC ($124.92K), and Provident Wealth Management LLC ($95.69K).

How much institutional selling is happening at Putnam Focused Large Cap Value ETF?

Institutional investors have sold a total of 2,450,977 shares in the last 24 months. This volume of shares sold represents approximately $84.45M in transactions.


Related Companies

This page (NYSEARCA:PVAL) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
Think NVDA’s run was epic? You ain’t seen nothin’ yet
Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...
Timothy Sykes | Sponsored
Trump Orders 'National Digital Asset Stockpile'
Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what c...
Crypto 101 Media | Sponsored
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Buffett’s favorite chart just hit 209% – here’s what that means for gold
A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...
Golden Portfolio | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored