Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

$37.08

+0.39 (+1.06%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 33
Total Institutional Inflows (last 12 months): $141.62M

Number of Institutional Sellers (last 12 months): 11
Total Institutional Outflows (last 12 months): $39.54M

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PVAL Institutional Buying and Selling by Quarter

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Putnam Focused Large Cap Value ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Patriot Financial Group Insurance Agency LLC	128,793	$4.68M	0.7%	N/A	0.856%
7/26/2024	Cambridge Investment Research Advisors Inc.	130,023	$4.72M	0.0%	+250.4%	0.864%
7/26/2024	Bank of New York Mellon Corp	32,012	$1.16M	0.0%	N/A	0.213%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	7,504	$272K	0.0%	N/A	0.050%
7/23/2024	Amplius Wealth Advisors LLC	1,364,729	$49.54M	5.5%	-10.1%	9.068%
7/22/2024	Atria Wealth Solutions Inc.	58,561	$2.13M	0.0%	N/A	0.389%
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7/18/2024	WealthCare Investment Partners LLC	43,679	$1.59M	0.7%	-1.8%	0.290%
7/17/2024	ERn Financial LLC	118,857	$4.32M	0.7%	N/A	0.790%
7/17/2024	Provident Wealth Management LLC	161,707	$5.87M	2.1%	N/A	1.074%
7/17/2024	Redhawk Wealth Advisors Inc.	217,596	$7.90M	1.2%	N/A	1.446%
7/17/2024	AdvisorNet Financial Inc	83,789	$3.04M	0.3%	+41.6%	0.557%
7/16/2024	Wealth Enhancement Advisory Services LLC	582,076	$21.13M	0.1%	+0.7%	3.868%
7/15/2024	Dynamic Advisor Solutions LLC	8,825	$320K	0.0%	N/A	0.059%
7/12/2024	Opal Wealth Advisors LLC	1,078,752	$39.16M	12.6%	+2.1%	7.168%
5/24/2024	Cetera Advisor Networks LLC	500,260	$17.87M	0.1%	+17.6%	3.324%
5/24/2024	Cetera Advisors LLC	80,386	$2.87M	0.0%	+22.2%	0.534%
5/24/2024	Cetera Investment Advisers	689,454	$24.63M	0.1%	+636.3%	4.581%
5/14/2024	Sentinel Pension Advisors Inc.	19,561	$699K	0.1%	+19.0%	0.145%
5/13/2024	O Shaughnessy Asset Management LLC	11,631	$416K	0.0%	-6.9%	0.086%
5/1/2024	StoneX Group Inc.	22,373	$799K	0.1%	N/A	0.166%
5/1/2024	Janney Montgomery Scott LLC	71,439	$2.55M	0.0%	+230.6%	0.531%
4/29/2024	Commonwealth Equity Services LLC	394,578	$14.10M	0.0%	+29.6%	2.934%
4/24/2024	Essex Financial Services Inc.	12,672	$453K	0.0%	+72.5%	0.103%
4/16/2024	Wealth Enhancement Advisory Services LLC	578,181	$20.66M	0.1%	+1.1%	4.708%
4/15/2024	Wealthcare Advisory Partners LLC	28,513	$1.02M	0.0%	+1.9%	0.232%
4/12/2024	AdvisorNet Financial Inc	59,160	$2.11M	0.2%	+37.9%	0.482%
4/11/2024	Opal Wealth Advisors LLC	1,056,925	$37.76M	12.8%	N/A	16.260%
2/13/2024	Cetera Advisor Networks LLC	425,538	$13.42M	0.1%	+18.8%	6.547%
2/12/2024	Stifel Financial Corp	457,357	$14.43M	0.0%	+2.9%	7.036%
2/9/2024	UBS Group AG	331,418	$10.45M	0.0%	+52.3%	5.099%
2/8/2024	Beacon Pointe Advisors LLC	7,750	$244K	0.0%	-18.6%	0.119%
2/8/2024	Janney Montgomery Scott LLC	21,606	$681K	0.0%	N/A	0.332%
2/6/2024	Wealthcare Advisory Partners LLC	27,969	$882K	0.0%	N/A	0.430%
2/6/2024	U.S. Capital Wealth Advisors LLC	420,131	$13.25M	0.5%	-0.9%	6.464%
2/6/2024	Essex Financial Services Inc.	7,344	$232K	0.0%	N/A	0.113%
2/5/2024	Kestra Private Wealth Services LLC	61,169	$1.93M	0.0%	-14.8%	0.941%
2/2/2024	Truist Financial Corp	19,751	$623K	0.0%	+152.4%	0.304%
1/24/2024	Stratos Wealth Advisors LLC	21,606	$681K	0.0%	-48.5%	0.332%
1/19/2024	AdvisorNet Financial Inc	42,893	$1.35M	0.1%	+192.5%	0.660%
1/18/2024	WealthCare Investment Partners LLC	44,404	$1.40M	0.8%	-0.8%	0.683%
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1/11/2024	Baker Tilly Wealth Management LLC	7,180	$226K	0.0%	N/A	0.110%
1/11/2024	Amplius Wealth Advisors LLC	1,262,454	$39.81M	4.8%	-36.3%	19.422%
11/13/2023	Stifel Financial Corp	444,597	$13.00M	0.0%	+109.0%	6.840%
11/13/2023	Kestra Advisory Services LLC	349,384	$10.21M	0.1%	+295.2%	5.375%
11/9/2023	UBS Group AG	217,669	$6.36M	0.0%	+25.7%	3.349%
11/8/2023	Avantax Advisory Services Inc.	9,263	$271K	0.0%	N/A	0.143%
11/8/2023	Kestra Private Wealth Services LLC	71,762	$2.10M	0.1%	+15.7%	1.104%
11/7/2023	Prosperity Financial Group Inc.	285,231	$8.34M	6.9%	+36.0%	4.388%
10/24/2023	Stratos Wealth Advisors LLC	41,945	$1.23M	0.1%	-74.5%	0.645%
10/24/2023	Cambridge Investment Research Advisors Inc.	30,330	$887K	0.0%	-2.7%	0.467%
10/23/2023	Sentinel Pension Advisors Inc.	14,497	$424K	0.1%	N/A	0.223%
10/23/2023	Commonwealth Equity Services LLC	271,312	$7.93M	0.0%	-6.2%	4.174%
10/20/2023	U.S. Capital Wealth Advisors LLC	423,776	$12.39M	0.6%	+1.0%	6.520%
10/17/2023	Amplius Wealth Advisors LLC	1,981,099	$57.91M	7.8%	-7.6%	30.478%
10/10/2023	WealthCare Investment Partners LLC	44,754	$1.29M	0.8%	N/A	0.689%
9/12/2023	Prosperity Financial Group Inc.	209,745	$6.16M	5.4%	-0.3%	3.227%
8/11/2023	Kestra Advisory Services LLC	88,403	$2.60M	0.0%	+238.6%	1.360%
8/11/2023	O Shaughnessy Asset Management LLC	13,419	$394K	0.0%	-53.9%	0.206%
8/10/2023	Commonwealth Equity Services LLC	289,168	$8.50M	0.0%	+105.7%	4.449%
8/10/2023	Cetera Advisor Networks LLC	342,542	$10.07M	0.1%	+7.3%	5.270%
8/10/2023	Cetera Investment Advisers	99,170	$2.91M	0.0%	-2.0%	1.526%
8/8/2023	Kestra Private Wealth Services LLC	62,025	$1.82M	0.1%	-0.7%	0.954%
8/4/2023	U.S. Capital Wealth Advisors LLC	419,451	$12.32M	0.6%	-4.7%	6.453%
8/3/2023	AlphaStar Capital Management LLC	14,183	$417K	0.0%	N/A	0.218%
8/2/2023	Synergy Asset Management LLC	122,001	$3.59M	0.9%	N/A	1.877%
7/26/2023	Amplius Wealth Advisors LLC	2,144,731	$63.02M	8.5%	+3.0%	37.627%
7/18/2023	Stratos Wealth Advisors LLC	164,333	$4.83M	0.3%	-9.5%	2.883%
7/14/2023	AdvisorNet Financial Inc	14,494	$426K	0.0%	-30.8%	0.254%
7/13/2023	Cambridge Investment Research Advisors Inc.	31,185	$916K	0.0%	-13.9%	0.547%
5/11/2023	U.S. Capital Wealth Advisors LLC	440,095	$12.22M	0.6%	-1.4%	8.075%
5/11/2023	Commonwealth Equity Services LLC	140,604	$3.90M	0.0%	+96.5%	2.580%
5/10/2023	Atria Investments Inc	60,338	$1.68M	0.0%	+2.3%	1.107%
4/28/2023	AdvisorNet Financial Inc	20,951	$582K	0.1%	+16.1%	0.384%
4/27/2023	Stratos Wealth Advisors LLC	181,662	$5.04M	0.4%	+12.1%	3.333%
4/25/2023	Amplius Wealth Advisors LLC	2,083,191	$57.82M	8.3%	+2.5%	38.224%
4/12/2023	Transcend Capital Advisors LLC	64,508	$1.79M	0.2%	+8.9%	1.253%
4/10/2023	WealthCare Investment Partners LLC	54,601	$1.52M	0.9%	N/A	1.060%
2/8/2023	Belpointe Asset Management LLC	2,100	$57K	0.0%	N/A	0.041%
2/8/2023	Cambridge Investment Research Advisors Inc.	31,742	$858K	0.0%	+127.7%	0.616%
2/7/2023	Commonwealth Equity Services LLC	71,554	$1.93M	0.0%	+290.5%	1.389%
2/3/2023	U.S. Capital Wealth Advisors LLC	446,520	$12.07M	0.6%	-0.7%	8.670%
1/31/2023	Atria Investments Inc	58,984	$1.59M	0.0%	N/A	1.145%
1/20/2023	Transcend Capital Advisors LLC	59,240	$1.60M	0.2%	N/A	1.162%
1/19/2023	Stratos Wealth Advisors LLC	162,050	$4.38M	0.4%	-1.3%	3.177%
1/19/2023	Amplius Wealth Advisors LLC	2,033,039	$54.93M	8.8%	N/A	39.864%
1/13/2023	AdvisorNet Financial Inc	18,048	$488K	0.0%	-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, 40 institutional investors and hedge funds held shares of Putnam Focused Large Cap Value ETF. The most heavily invested institutionals were Amplius Wealth Advisors LLC ($49.54M), Opal Wealth Advisors LLC ($39.16M), Cetera Investment Advisers ($24.63M), Wealth Enhancement Advisory Services LLC ($21.13M), Cetera Advisor Networks LLC ($17.87M), Stifel Financial Corp ($14.43M), and Commonwealth Equity Services LLC ($14.10M).Learn more on PVAL's institutional investors.
Which institutional investors have been buying Putnam Focused Large Cap Value ETF stock?: Of the 38 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 ($1.08M), Cetera Investment Advisers ($595.81K), Commonwealth Equity Services LLC ($360.88K), Kestra Advisory Services LLC ($323.28K), Stifel Financial Corp ($244.66K), and Redhawk Wealth Advisors Inc. ($217.60K).
How much institutional buying is happening at Putnam Focused Large Cap Value ETF?: Institutional investors have bought a total of 6,665,813 shares in the last 24 months. This purchase volume represents approximately $209.17M 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 ($1.04M), 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 ($16.55K), 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 1,297,565 shares in the last 24 months. This volume of shares sold represents approximately $40.76M in transactions.