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Get Institutions for : 
Putnam Bdc Income Etf (PBDC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    8
Total shares held : 
 1,214,625  
% of shares held : 
 13.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 153,201  
% of shares held change : 
   1.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 86,214
 7.1%
 
Increased Positions :
7
 78,448
 6.46%
 
Unchanged Positions :
2
 802,500
 66.07%
 
Decreased Positions :
2
-11,461
-0.94%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FRANKLIN RESOURCES INC 972 *New 2024-03-31 335,000 $11,361,000 335,000
   Evolution Wealth Advisors LLC 26 *New 2024-03-31 129,755 $4,400,000 129,755
   DAVIDSON D A & CO 540 *New 2024-03-31 56,523 $1,917,000 56,523
   3EDGE Asset Management LP 32 *New 2024-03-31 46,330 $1,571,000 46,330
   Cetera Investment Advisers 1792 *New 2024-03-31 41,629 $1,412,000 41,629
   H D Vest Advisory Services 800 *New 2024-03-31 25,682 $871,000 25,682
   HARTLINE INVESTMENT CORP/ 238 *New 2024-03-31 12,030 $408,000 12,030
   PRINCIPAL SECURITIES INC. 885 *New 2024-03-31 8,111 $275,000 8,111
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2956 *New 2024-03-31 6,293 $213,000 6,293
   Fortitude Family Office LLC 180 *New 2024-03-31 1,174 $40,000 1,174
   BANK OF AMERICA CORP /DE/ 5843 *New 2024-03-31 208 $7,000 208
   J P MORGAN CHASE & CO 5131 *New 2024-03-31 160 $5,000 160
  12 Records found
  1    
  Page 1 of 1
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