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Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

Putnam Focused Large Cap Value ETF logo
$37.98 -0.13 (-0.34%)
As of 05/22/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
131
Total
Institutional Inflows
(last 12 months)
$911.97M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$49.83M
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PVAL Institutional Buying and Selling by Quarter

Putnam Focused Large Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 Rollins Financial Advisors LLC55,783$2.12M0.4%+235.1%0.078%
5/21/2025 Geneos Wealth Management Inc.144,895$5.52M0.2%N/A0.202%
5/20/2025 Belpointe Asset Management LLC27,430$1.05M0.1%+8.4%0.038%
5/19/2025 Jane Street Group LLC62,499$2.38M0.0%N/A0.087%
5/16/2025 Arete Wealth Advisors LLC395,359$15.06M1.1%+7.8%0.552%
5/16/2025 NewEdge Advisors LLC6,073$231K0.0%-7.8%0.008%
5/15/2025 Royal Bank of Canada73,471$2.80M0.0%+14.7%0.103%
5/15/2025 MAI Capital Management42,187$1.61M0.0%+44.3%0.059%
5/14/2025 Per Stirling Capital Management LLC.126,859$4.83M0.7%+0.7%0.177%
5/14/2025 Comerica Bank6,350$242K0.0%+15.3%0.009%
5/14/2025 Northwestern Mutual Wealth Management Co.1,724,187$65.66M0.1%+25.7%2.408%
5/14/2025 Haverford Trust Co176,103$6.71M0.1%N/A0.246%
5/14/2025 Sax Wealth Advisors LLC156,086$5.94M0.4%+76.1%0.218%
5/14/2025 Kestra Advisory Services LLC440,814$16.79M0.1%+7.9%0.616%
5/14/2025 Barnes Wealth Management Group Inc15,815$602K0.4%+3.8%0.022%
5/14/2025 CW Advisors LLC12,467$476K0.0%N/A0.017%
5/14/2025 Capital Analysts LLC250,997$9.56M0.4%+290.6%0.351%
5/13/2025 Steward Partners Investment Advisory LLC221,810$8.45M0.1%+147.9%0.310%
5/13/2025 HighTower Advisors LLC1,332,525$50.74M0.1%+1,460.3%1.861%
5/12/2025 Benjamin Edwards Inc.20,700$788K0.0%+16.9%0.029%
5/12/2025 Townsquare Capital LLC6,839$260K0.0%N/A0.010%
5/9/2025 Coign Capital Advisors LLC154,828$5.90M4.5%+5.0%0.216%
5/9/2025 Wealthspire Advisors LLC371,755$14.16M0.1%+12.6%0.519%
5/9/2025 Atria Wealth Solutions Inc.90,487$3.45M0.0%-6.6%0.126%
5/9/2025 Empire Life Investments Inc.205,130$7.81M0.5%+3.3%0.286%
5/9/2025 Commonwealth Equity Services LLC3,750,951$142.84M0.2%+205.7%5.239%
5/9/2025 PNC Financial Services Group Inc.138,551$5.28M0.0%+62.8%0.194%
5/8/2025 Harbour Investments Inc.77,587$2.95M0.1%+35.2%0.108%
5/8/2025 Cannon Wealth Management Services LLC148,736$5.54M4.9%+6.5%0.208%
5/8/2025 Geneos Wealth Management Inc.166,542$6.34M0.2%N/A0.233%
5/8/2025 Cozad Asset Management Inc.9,343$356K0.0%+34.5%0.013%
5/7/2025 LPL Financial LLC132,996$5.06M0.0%+67.3%0.186%
5/6/2025 Cetera Investment Advisers2,794,248$106.41M0.2%+20.9%4.197%
5/6/2025 Avantax Advisory Services Inc.225,030$8.57M0.1%+87.2%0.338%
5/6/2025 Tempus Wealth Planning LLC109,520$4.17M1.2%+1.9%0.164%
5/6/2025 Brookwood Investment Group LLC9,299$354K0.1%N/A0.014%
5/6/2025 Principle Wealth Partners LLC11,267$429K0.0%+50.0%0.017%
5/5/2025 Kingsman Wealth Management Inc.21,001$800K0.6%N/A0.032%
5/5/2025 OneAscent Wealth Management LLC7,232$275K0.1%-20.3%0.011%
5/5/2025 Midwest Capital Advisors LLC89,992$3.43M2.1%+13.0%0.135%
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5/5/2025 J.W. Cole Advisors Inc.82,323$3.14M0.1%N/A0.124%
5/5/2025 IFP Advisors Inc21,588$822K0.0%+22.0%0.032%
5/5/2025 Foundry Financial Group Inc.154,396$5.88M3.6%+3.2%0.232%
5/5/2025 Kestra Private Wealth Services LLC65,862$2.51M0.0%+10.1%0.099%
5/2/2025 Verdence Capital Advisors LLC7,790$297K0.0%+9.6%0.012%
5/2/2025 Sigma 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%
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%
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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%
(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, 139 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), Commonwealth Equity Services LLC ($142.84M), Cetera Investment Advisers ($106.41M), Glenmede Trust Co. NA ($77.36M), Amplius Wealth Advisors LLC ($71.74M), CWM LLC ($70.48M), and Northwestern Mutual Wealth Management Co. ($65.66M).Learn more on PVAL's institutional investors.

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

Of the 135 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: Commonwealth Equity Services LLC ($3.77M), Cetera Investment Advisers ($2.18M), CWM LLC ($1.78M), Bank of America Corp DE ($1.59M), Opal Wealth Advisors LLC ($1.43M), HighTower Advisors LLC ($1.28M), and Stifel Financial Corp ($880.28K).

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

Institutional investors have bought a total of 26,981,357 shares in the last 24 months. This purchase volume represents approximately $999.08M in transactions.

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

Of the 32 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 2,453,255 shares in the last 24 months. This volume of shares sold represents approximately $84.60M in transactions.



This page (NYSEARCA:PVAL) was last updated on 5/23/2025 by MarketBeat.com Staff
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