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Get Institutions for : 
Putnam Focused Large Cap Value Etf (PVAL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    7
Total shares held : 
 5,948,255  
% of shares held : 
 66.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 470,758  
% of shares held change : 
   5.23%  
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
 75,865
 1.28%
 
Increased Positions :
15
 1,173,939
 19.74%
 
Unchanged Positions :
2
 2,692
 0.05%
 
Decreased Positions :
10
-768,042
-12.91%
 
Closed Positions :
1
-11,004
-0.18%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  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
   BANK OF AMERICA CORP /DE/ 1240 - 2024-03-31 1,522,905 $54,413,000 557,462
   Amplius Wealth Advisors LLC 3 - 2024-03-31 1,518,844 $54,268,000 256,390
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 315 - 2024-03-31 578,181 $20,658,000 6,338
   FINANCIAL NETWORK 249 - 2024-03-31 500,260 $17,874,000 74,722
   STIFEL FINANCIAL CORP 623 - 2024-03-31 459,882 $16,432,000 2,525
   COMMONWEALTH EQUITY SERVICES LLC. 634 - 2024-03-31 394,578 $14,098,000 90,037
   UBS Group AG 1430 - 2024-03-31 370,895 $13,252,000 39,477
   Cetera Investment Advisers 407 - 2024-03-31 108,808 $3,888,000 15,165
   MULTIFINANCIAL SECURITIES CORP 656 - 2024-03-31 80,386 $2,872,000 14,629
   JANNEY MONTGOMERY SCOTT LLC 1032 - 2024-03-31 71,439 $2,553,000 49,833
   AdvisorNet Financial Inc 119 - 2024-03-31 59,160 $2,114,000 16,267
   LPL FINANCIAL CORP 2549 - 2024-03-31 52,298 $1,869,000 22
   BB&T CORP 1323 - 2024-03-31 49,055 $1,753,000 29,304
   WealthCare Investment Partners LLC 36 - 2024-03-31 44,459 $1,589,000 55
   ENVESTNET ASSET MANAGEMENT INC 2842 - 2024-03-31 35,845 $1,281,000 35,845
   Wealthcare Advisory Partners LLC 353 - 2024-03-31 28,513 $1,019,000 544
   SENTINEL PENSION ADVISORS INC 55 - 2024-03-31 19,561 $699,000 3,129
   ESSEX FINANCIAL SERVICES INC 342 - 2024-03-31 12,672 $453,000 5,328
   Beacon Pointe Advisors LLC 1062 - 2024-03-31 9,275 $331,000 1,525
   BAKER TILLY FINANCIAL LLC 354 - 2024-03-31 7,955 $284,000 775
   Farther Finance Advisors LLC 1395 - 2024-03-31 758 $27,000 232
  21 Records found
  1    
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