S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Israel is quiet on next steps against Iran -- and on which partners helped shoot down missiles
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Israel is quiet on next steps against Iran -- and on which partners helped shoot down missiles
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Israel is quiet on next steps against Iran -- and on which partners helped shoot down missiles
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Israel is quiet on next steps against Iran -- and on which partners helped shoot down missiles
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota

Putnam Focused Large Cap Value ETF (PVAL) Institutional Ownership

$34.80
-0.43 (-1.22%)
(As of 04/12/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$92.55M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$35.15M
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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
4/12/2024AdvisorNet Financial Inc59,160$2.11M0.2%+37.9%0.482%
4/11/2024Opal Wealth Advisors LLC1,056,925$37.76M12.8%N/A16.260%
2/15/2024Comerica Bank1,452$46K0.0%N/A0.022%
2/14/2024Royal Bank of Canada13,376$422K0.0%+467.3%0.206%
2/14/2024Kestra Advisory Services LLC343,198$10.82M0.1%-1.8%5.280%
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%
2/12/2024Steward Partners Investment Advisory LLC2,000$63K0.0%N/A0.031%
2/9/2024Cambridge Investment Research Advisors Inc.38,564$1.22M0.0%+27.1%0.593%
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%
2/6/2024Wealthcare 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%
2/6/2024Essex 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%
1/24/2024Stratos Wealth Advisors LLC21,606$681K0.0%-48.5%0.332%
1/19/2024AdvisorNet Financial Inc42,893$1.35M0.1%+192.5%0.660%
1/18/2024WealthCare Investment Partners LLC44,404$1.40M0.8%-0.8%0.683%
1/11/2024Baker Tilly Wealth Management LLC7,180$226K0.0%N/A0.110%
1/11/2024Amplius 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%
11/13/2023LPL Financial LLC45,347$1.33M0.0%N/A0.698%
11/13/2023Envestnet Asset Management Inc.11,004$322K0.0%N/A0.169%
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%
10/24/2023Stratos Wealth Advisors LLC41,945$1.23M0.1%-74.5%0.645%
10/24/2023Cambridge 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%
10/17/2023Amplius Wealth Advisors LLC1,981,099$57.91M7.8%-7.6%30.478%
10/10/2023WealthCare 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%
8/15/2023Royal Bank of Canada19,001$558K0.0%N/A0.292%
8/15/2023Stifel Financial Corp212,693$6.25M0.0%+3.1%3.272%
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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%
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%
8/2/2023Synergy Asset Management LLC122,001$3.59M0.9%N/A1.877%
7/26/2023Amplius Wealth Advisors LLC2,144,731$63.02M8.5%+3.0%37.627%
7/18/2023Stratos Wealth Advisors LLC164,333$4.83M0.3%-9.5%2.883%
7/14/2023AdvisorNet Financial Inc14,494$426K0.0%-30.8%0.254%
7/13/2023Cambridge Investment Research Advisors Inc.31,185$916K0.0%-13.9%0.547%
5/16/2023Jane Street Group LLC7,737$215K0.0%N/A0.142%
5/15/2023Cetera Investment Advisers101,186$2.81M0.0%-1.2%1.857%
5/12/2023Stifel Financial Corp206,232$5.72M0.0%+8.6%3.784%
5/12/2023O Shaughnessy Asset Management LLC29,113$808K0.0%N/A0.534%
5/12/2023UBS Group AG125,816$3.49M0.0%+786.7%2.309%
5/11/2023U.S. Capital Wealth Advisors LLC440,095$12.22M0.6%-1.4%8.075%
5/11/2023Cambridge Investment Research Advisors Inc.36,203$1.01M0.0%+14.1%0.664%
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%
4/28/2023AdvisorNet Financial Inc20,951$582K0.1%+16.1%0.384%
4/27/2023Stratos Wealth Advisors LLC181,662$5.04M0.4%+12.1%3.333%
4/25/2023Amplius 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%
4/10/2023WealthCare Investment Partners LLC54,601$1.52M0.9%N/A1.060%
2/14/2023Cetera Advisor Networks LLC349,008$9.43M0.1%+660.9%6.777%
2/14/2023Cetera Investment Advisers102,436$2.77M0.0%-5.8%1.989%
2/10/2023Advisor Group Holdings Inc.1,212$33K0.0%+1,124.2%0.024%
2/8/2023UBS Group AG14,189$383K0.0%N/A0.276%
2/8/2023Belpointe Asset Management LLC2,100$57K0.0%N/A0.041%
2/8/2023Cambridge 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%
1/19/2023Stratos Wealth Advisors LLC162,050$4.38M0.4%-1.3%3.177%
1/19/2023Amplius Wealth Advisors LLC2,033,039$54.93M8.8%N/A39.864%
1/13/2023AdvisorNet 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, 36 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), Stifel Financial Corp ($14.43M), Cetera Advisor Networks LLC ($13.42M), U.S. Capital Wealth Advisors LLC ($13.25M), Kestra Advisory Services LLC ($10.82M), 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 34 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), Cetera Advisor Networks LLC ($393.72K), Kestra Advisory Services LLC ($323.28K), UBS Group AG ($284.11K), Commonwealth Equity Services LLC ($270.84K), and Stifel Financial Corp ($267.53K).

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

Institutional investors have bought a total of 5,518,252 shares in the last 24 months. This purchase volume represents approximately $162.92M in transactions.

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

Of the 13 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 Cetera Investment Advisers ($9.58K).

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

Institutional investors have sold a total of 1,155,565 shares in the last 24 months. This volume of shares sold represents approximately $35.51M in transactions.


This page (NYSEARCA:PVAL) was last updated on 4/14/2024 by MarketBeat.com Staff

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