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Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$83.78M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$34.92M
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PVAL Institutional Buying and Selling by Quarter

Putnam Focused Large Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Essex Financial Services Inc.12,672$453K0.0%+72.5%0.103%
4/16/2024 Wealth Enhancement Advisory Services LLC578,181$20.66M0.1%+1.1%4.708%
4/15/2024 Wealthcare Advisory Partners LLC28,513$1.02M0.0%+1.9%0.232%
4/12/2024 AdvisorNet Financial Inc59,160$2.11M0.2%+37.9%0.482%
4/11/2024 Opal Wealth Advisors LLC1,056,925$37.76M12.8%N/A16.260%
2/13/2024Cetera Advisor Networks LLC425,538$13.42M0.1%+18.8%6.547%
2/12/2024Stifel Financial Corp457,357$14.43M0.0%+2.9%7.036%
2/9/2024UBS Group AG331,418$10.45M0.0%+52.3%5.099%
2/8/2024Beacon Pointe Advisors LLC7,750$244K0.0%-18.6%0.119%
2/8/2024Janney Montgomery Scott LLC21,606$681K0.0%N/A0.332%
2/6/2024 Wealthcare Advisory Partners LLC27,969$882K0.0%N/A0.430%
2/6/2024U.S. Capital Wealth Advisors LLC420,131$13.25M0.5%-0.9%6.464%
2/6/2024 Essex Financial Services Inc.7,344$232K0.0%N/A0.113%
2/5/2024Kestra Private Wealth Services LLC61,169$1.93M0.0%-14.8%0.941%
2/2/2024Truist Financial Corp19,751$623K0.0%+152.4%0.304%
1/24/2024 Stratos Wealth Advisors LLC21,606$681K0.0%-48.5%0.332%
1/19/2024 AdvisorNet Financial Inc42,893$1.35M0.1%+192.5%0.660%
1/18/2024 WealthCare Investment Partners LLC44,404$1.40M0.8%-0.8%0.683%
1/11/2024Baker Tilly Wealth Management LLC7,180$226K0.0%N/A0.110%
1/11/2024 Amplius Wealth Advisors LLC1,262,454$39.81M4.8%-36.3%19.422%
11/13/2023Stifel Financial Corp444,597$13.00M0.0%+109.0%6.840%
11/13/2023Kestra Advisory Services LLC349,384$10.21M0.1%+295.2%5.375%
11/9/2023UBS Group AG217,669$6.36M0.0%+25.7%3.349%
11/8/2023Avantax Advisory Services Inc.9,263$271K0.0%N/A0.143%
11/8/2023Kestra Private Wealth Services LLC71,762$2.10M0.1%+15.7%1.104%
11/7/2023Prosperity Financial Group Inc.285,231$8.34M6.9%+36.0%4.388%
10/24/2023 Stratos Wealth Advisors LLC41,945$1.23M0.1%-74.5%0.645%
10/24/2023 Cambridge Investment Research Advisors Inc.30,330$887K0.0%-2.7%0.467%
10/23/2023Sentinel Pension Advisors Inc.14,497$424K0.1%N/A0.223%
10/23/2023Commonwealth Equity Services LLC271,312$7.93M0.0%-6.2%4.174%
10/20/2023U.S. Capital Wealth Advisors LLC423,776$12.39M0.6%+1.0%6.520%
10/17/2023 Amplius Wealth Advisors LLC1,981,099$57.91M7.8%-7.6%30.478%
10/10/2023 WealthCare Investment Partners LLC44,754$1.29M0.8%N/A0.689%
9/12/2023Prosperity Financial Group Inc.209,745$6.16M5.4%-0.3%3.227%
8/11/2023Kestra Advisory Services LLC88,403$2.60M0.0%+238.6%1.360%
8/11/2023O Shaughnessy Asset Management LLC13,419$394K0.0%-53.9%0.206%
8/10/2023Commonwealth Equity Services LLC289,168$8.50M0.0%+105.7%4.449%
8/10/2023Cetera Advisor Networks LLC342,542$10.07M0.1%+7.3%5.270%
8/10/2023Cetera Investment Advisers99,170$2.91M0.0%-2.0%1.526%
8/8/2023Kestra Private Wealth Services LLC62,025$1.82M0.1%-0.7%0.954%
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8/4/2023U.S. Capital Wealth Advisors LLC419,451$12.32M0.6%-4.7%6.453%
8/3/2023AlphaStar Capital Management LLC14,183$417K0.0%N/A0.218%
8/2/2023 Synergy Asset Management LLC122,001$3.59M0.9%N/A1.877%
7/26/2023 Amplius Wealth Advisors LLC2,144,731$63.02M8.5%+3.0%37.627%
7/18/2023 Stratos Wealth Advisors LLC164,333$4.83M0.3%-9.5%2.883%
7/14/2023 AdvisorNet Financial Inc14,494$426K0.0%-30.8%0.254%
7/13/2023 Cambridge Investment Research Advisors Inc.31,185$916K0.0%-13.9%0.547%
5/11/2023U.S. Capital Wealth Advisors LLC440,095$12.22M0.6%-1.4%8.075%
5/11/2023Commonwealth Equity Services LLC140,604$3.90M0.0%+96.5%2.580%
5/10/2023Atria Investments Inc60,338$1.68M0.0%+2.3%1.107%
4/28/2023 AdvisorNet Financial Inc20,951$582K0.1%+16.1%0.384%
4/27/2023 Stratos Wealth Advisors LLC181,662$5.04M0.4%+12.1%3.333%
4/25/2023 Amplius Wealth Advisors LLC2,083,191$57.82M8.3%+2.5%38.224%
4/12/2023Transcend Capital Advisors LLC64,508$1.79M0.2%+8.9%1.253%
4/10/2023 WealthCare Investment Partners LLC54,601$1.52M0.9%N/A1.060%
2/8/2023Belpointe Asset Management LLC2,100$57K0.0%N/A0.041%
2/8/2023 Cambridge Investment Research Advisors Inc.31,742$858K0.0%+127.7%0.616%
2/7/2023Commonwealth Equity Services LLC71,554$1.93M0.0%+290.5%1.389%
2/3/2023U.S. Capital Wealth Advisors LLC446,520$12.07M0.6%-0.7%8.670%
1/31/2023Atria Investments Inc58,984$1.59M0.0%N/A1.145%
1/20/2023Transcend Capital Advisors LLC59,240$1.60M0.2%N/A1.162%
1/19/2023 Stratos Wealth Advisors LLC162,050$4.38M0.4%-1.3%3.177%
1/19/2023 Amplius Wealth Advisors LLC2,033,039$54.93M8.8%N/A39.864%
1/13/2023 AdvisorNet Financial Inc18,048$488K0.0%-8.5%0.357%
(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, 30 institutional investors and hedge funds held shares of Putnam Focused Large Cap Value ETF. The most heavily invested institutionals were Amplius Wealth Advisors LLC ($39.81M), Opal Wealth Advisors LLC ($37.76M), Wealth Enhancement Advisory Services LLC ($20.66M), Stifel Financial Corp ($14.43M), Cetera Advisor Networks LLC ($13.42M), U.S. Capital Wealth Advisors LLC ($13.25M), and UBS Group AG ($10.45M).Learn more on PVAL's institutional investors.

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

Of the 27 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: Amplius Wealth Advisors LLC ($2.14M), Opal Wealth Advisors LLC ($1.06M), Kestra Advisory Services LLC ($323.28K), Commonwealth Equity Services LLC ($270.84K), Stifel Financial Corp ($244.66K), UBS Group AG ($158.30K), and Synergy Asset Management LLC ($122.00K).

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

Institutional investors have bought a total of 4,938,157 shares in the last 24 months. This purchase volume represents approximately $146.94M in transactions.

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

Of the 12 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 ($882.28K), Stratos Wealth Advisors LLC ($162.26K), U.S. Capital Wealth Advisors LLC ($33.83K), Commonwealth Equity Services LLC ($17.86K), O Shaughnessy Asset Management LLC ($15.69K), Kestra Private Wealth Services LLC ($11.01K), and AdvisorNet Financial Inc ($8.14K).

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

Institutional investors have sold a total of 1,141,813 shares in the last 24 months. This volume of shares sold represents approximately $35.11M in transactions.


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This page (NYSEARCA:PVAL) was last updated on 4/26/2024 by MarketBeat.com Staff

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