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Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

Putnam Focused Large Cap Value ETF logo
$40.68 +0.45 (+1.12%)
Closing price 04:10 PM Eastern
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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)
129
Total
Institutional Inflows
(last 12 months)
$902.49M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/2/2025Modern Wealth Management LLC511,520$19.48M0.6%+335.2%0.670%
5/22/2025Rollins Financial Advisors LLC55,783$2.12M0.4%+235.1%0.078%
5/21/2025Geneos Wealth Management Inc.144,895$5.52M0.2%N/A0.202%
5/20/2025Belpointe Asset Management LLC27,430$1.05M0.1%+8.4%0.038%
5/19/2025Jane Street Group LLC62,499$2.38M0.0%N/A0.087%
5/16/2025Arete Wealth Advisors LLC395,359$15.06M1.1%+7.8%0.552%
5/16/2025NewEdge Advisors LLC6,073$231K0.0%-7.8%0.008%
5/15/2025Royal Bank of Canada73,471$2.80M0.0%+14.7%0.103%
5/15/2025MAI Capital Management42,187$1.61M0.0%+44.3%0.059%
5/14/2025Per Stirling Capital Management LLC.126,859$4.83M0.7%+0.7%0.177%
5/14/2025Comerica Bank6,350$242K0.0%+15.3%0.009%
5/14/2025Northwestern Mutual Wealth Management Co.1,724,187$65.66M0.1%+25.7%2.408%
5/14/2025Haverford Trust Co176,103$6.71M0.1%N/A0.246%
5/14/2025Sax Wealth Advisors LLC156,086$5.94M0.4%+76.1%0.218%
5/14/2025Kestra Advisory Services LLC440,814$16.79M0.1%+7.9%0.616%
5/14/2025Barnes Wealth Management Group Inc15,815$602K0.4%+3.8%0.022%
5/14/2025CW Advisors LLC12,467$476K0.0%N/A0.017%
5/14/2025Capital Analysts LLC250,997$9.56M0.4%+290.6%0.351%
5/13/2025Steward Partners Investment Advisory LLC221,810$8.45M0.1%+147.9%0.310%
5/13/2025HighTower Advisors LLC1,332,525$50.74M0.1%+1,460.3%1.861%
5/12/2025Benjamin Edwards Inc.20,700$788K0.0%+16.9%0.029%
5/12/2025Townsquare Capital LLC6,839$260K0.0%N/A0.010%
5/9/2025Coign Capital Advisors LLC154,828$5.90M4.5%+5.0%0.216%
5/9/2025Wealthspire Advisors LLC371,755$14.16M0.1%+12.6%0.519%
5/9/2025Atria Wealth Solutions Inc.90,487$3.45M0.0%-6.6%0.126%
5/9/2025Empire Life Investments Inc.205,130$7.81M0.5%+3.3%0.286%
5/9/2025Commonwealth Equity Services LLC3,750,951$142.84M0.2%+205.7%5.239%
5/9/2025PNC Financial Services Group Inc.138,551$5.28M0.0%+62.8%0.194%
5/8/2025Harbour Investments Inc.77,587$2.95M0.1%+35.2%0.108%
5/8/2025Cannon Wealth Management Services LLC148,736$5.54M4.9%+6.5%0.208%
5/8/2025Geneos Wealth Management Inc.166,542$6.34M0.2%N/A0.233%
5/8/2025Cozad Asset Management Inc.9,343$356K0.0%+34.5%0.013%
5/7/2025LPL Financial LLC132,996$5.06M0.0%+67.3%0.186%
5/6/2025Cetera Investment Advisers2,794,248$106.41M0.2%+20.9%4.197%
5/6/2025Avantax Advisory Services Inc.225,030$8.57M0.1%+87.2%0.338%
5/6/2025Tempus Wealth Planning LLC109,520$4.17M1.2%+1.9%0.164%
5/6/2025Brookwood Investment Group LLC9,299$354K0.1%N/A0.014%
5/6/2025Principle Wealth Partners LLC11,267$429K0.0%+50.0%0.017%
5/5/2025Kingsman Wealth Management Inc.21,001$800K0.6%N/A0.032%
5/5/2025OneAscent Wealth Management LLC7,232$275K0.1%-20.3%0.011%
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5/5/2025Midwest Capital Advisors LLC89,992$3.43M2.1%+13.0%0.135%
5/5/2025J.W. Cole Advisors Inc.82,323$3.14M0.1%N/A0.124%
5/5/2025IFP Advisors Inc21,588$822K0.0%+22.0%0.032%
5/5/2025Foundry Financial Group Inc.154,396$5.88M3.6%+3.2%0.232%
5/5/2025Kestra Private Wealth Services LLC65,862$2.51M0.0%+10.1%0.099%
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%
5/1/2025CWM LLC1,850,921$70.48M0.3%+10.1%2.780%
5/1/2025Stephens Inc. AR12,070$460K0.0%+2.5%0.018%
5/1/2025Northwest Capital Management Inc2,671$102K0.0%N/A0.004%
5/1/2025WESPAC Advisors LLC7,461$284K0.2%N/A0.011%
4/30/2025Allworth Financial LP2,980$109K0.0%+11.2%0.004%
4/30/2025Brown Advisory Inc.12,302$468K0.0%N/A0.018%
4/29/2025Envestnet Asset Management Inc.1,044,169$39.76M0.0%+140.2%1.568%
4/29/2025Bank of New York Mellon Corp73,278$2.79M0.0%+11.5%0.110%
4/29/2025World Investment Advisors12,207$465K0.0%+88.5%0.018%
4/29/2025Silver Oak Securities Incorporated31,489$1.19M0.1%+4.6%0.047%
4/28/2025Castle Wealth Management LLC135,867$5.17M2.0%N/A0.204%
4/28/2025D.A. Davidson & CO.56,312$2.14M0.0%-9.7%0.085%
4/28/2025Able Wealth Management LLC121,610$4.63M2.5%+53.5%0.183%
4/25/2025Keystone Financial Services LLC325,530$12.40M10.5%+7.1%0.489%
4/25/2025Trademark Financial Management LLC22,856$870K0.7%N/A0.034%
4/25/2025Essex Financial Services Inc.62,969$2.40M0.2%+123.7%0.095%
4/25/2025Sovran Advisors LLC126,964$4.50M0.6%+15.1%0.191%
4/23/2025HBK Sorce Advisory LLC7,932$302K0.0%N/A0.012%
4/23/2025BridgePort Financial Solutions LLC198,467$7.56M3.4%+2.5%0.298%
4/23/2025Embree Financial Group187,608$7.14M1.2%+351.2%0.282%
4/22/2025Cambridge Investment Research Advisors Inc.280,109$10.67M0.0%+23.8%0.421%
4/22/2025WealthCare Investment Partners LLC40,682$1.42M0.6%-5.1%0.061%
4/22/2025Synergy Asset Management LLC53,538$2.04M0.3%+436.9%0.080%
4/21/2025Provident Wealth Management LLC66,014$2.51M0.9%-24.2%0.099%
4/21/2025ERn Financial LLC176,994$6.74M1.1%+4.1%0.266%
4/21/2025Silver Oak Securities Incorporated31,489$1.19M0.1%+4.6%0.047%
4/18/2025CENTRAL TRUST Co102,921$3.92M0.1%+14.1%0.155%
4/17/2025Janney Montgomery Scott LLC381,012$14.51M0.0%+76.2%0.572%
4/17/2025Cyndeo Wealth Partners LLC17,479$666K0.0%N/A0.026%
4/17/2025Dynamic Advisor Solutions LLC27,605$1.05M0.0%+17.1%0.041%
4/16/2025Opal Wealth Advisors LLC1,429,509$54.44M16.8%+17.7%2.147%
4/16/2025Wealth Enhancement Advisory Services LLC1,080,078$41.13M0.1%-0.7%1.622%
4/16/2025Sowa Financial Group Inc.491,201$18.71M12.3%+7.2%0.738%
4/15/2025Redhawk Wealth Advisors Inc.266,905$10.16M1.4%+11.0%0.401%
4/15/2025Integrated Advisors Network LLC134,817$5.13M0.3%-2.2%0.202%
4/15/2025Wealthcare Advisory Partners LLC34,944$1.33M0.0%+9.0%0.055%
4/14/2025Farther Finance Advisors LLC8,588$326K0.0%N/A0.014%
4/14/2025Patriot Financial Group Insurance Agency LLC53,853$2.05M0.3%-51.4%0.085%
4/14/2025Sentinel Pension Advisors LLC30,586$1.17M0.2%+3.5%0.048%
4/11/2025GGM Financials LLC59,225$2.26M1.5%-85.6%0.093%
4/11/2025StoneCrest Wealth Management Inc.179,181$6.82M4.3%+2.5%0.283%
4/11/2025SeaCrest Wealth Management LLC76,355$2.91M0.3%+22.9%0.121%
4/11/2025Harbor Group Inc.749,153$28.53M5.7%+112.5%1.183%
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4/10/2025Key Client Fiduciary Advisors LLC9,408$358K0.2%+4.9%0.015%
4/10/2025Brand Asset Management Group Inc.11,824$450K0.2%-18.9%0.019%
4/10/2025Amplius Wealth Advisors LLC1,883,958$71.74M7.5%+9.0%2.974%
4/9/2025Merit Financial Group LLC14,285$544K0.0%N/A0.023%
4/9/2025Cox Capital Mgt LLC22,779$867K0.6%+10.2%0.036%
4/9/2025Baker Tilly Wealth Management LLC284,173$10.82M4.2%+212.6%0.449%
4/8/2025IVC Wealth Advisors LLC182,596$6.95M3.7%N/A0.288%
4/7/2025AdvisorNet Financial Inc368,300$14.03M1.0%+42.9%0.581%
3/17/2025Wealth Enhancement Advisory Services LLC1,088,013$40.39M0.1%+172.8%1.868%
3/14/2025Keystone Financial Services LLC303,926$11.28M10.3%N/A0.522%
(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 Putnam Focused Large Cap Value ETF's institutional investors.

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

Of the 135 institutional investors that purchased Putnam Focused Large Cap Value ETF's 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 24,013,976 shares in the last 24 months. This purchase volume represents approximately $902.49M in transactions.

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

Of the 23 institutional investors that sold Putnam Focused Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GGM Financials LLC ($353.41K), Wealth Enhancement Advisory Services LLC ($193.25K), Commonwealth Equity Services LLC ($172.46K), Amplius Wealth Advisors LLC ($154.12K), Turtle Creek Wealth Advisors LLC ($124.92K), Provident Wealth Management LLC ($95.69K), and Patriot Financial Group Insurance Agency LLC ($91.70K).

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

Institutional investors have sold a total of 1,324,019 shares in the last 24 months. This volume of shares sold represents approximately $49.83M in transactions.


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This page (NYSEARCA:PVAL) was last updated on 7/1/2025 by MarketBeat.com Staff
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