Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Putnam ETF Trust - Putnam Franklin New York Municipal Income ETF includono Strategic Financial Services, Inc,, Goldman Sachs Group Inc, Hennion & Walsh Asset Management, Inc., Webster Bank, N. A., Mml Investors Services, Llc, Oppenheimer & Co Inc, AA Financial Advisors, LLC, Tompkins Financial Corp, Flynn Zito Capital Management, Llc, Private Advisor Group, LLC, Equitable Holdings, Inc., Wealthcare Advisory Partners LLC, Focused Alpha, Llc, Creative Planning, SageView Advisory Group, LLC, Axiom Investment Management LLC, Cwm, Llc, e Global Retirement Partners, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1.425 | 0,56 | 11 | 0,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 115.486 | 316,27 | 901 | 314,75 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 97.886 | 764 | ||||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 26.363 | 206 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 15.290 | 119 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 9.169 | 72 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 19.759 | 154 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 28.681 | 224 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 38.312 | 299 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 278.905 | 904,81 | 2.175 | 902,30 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 28.005 | 0,56 | 218 | 0,00 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 27.943 | 0,52 | 218 | -0,46 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 10.811 | 84 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 814.174 | 44,68 | 6.351 | 43,86 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 25.989 | 203 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1.669 | 13 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 75.387 | 32,29 | 588 | 31,54 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 96.213 | 7,26 | 750 | 6,69 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 87.692 | 65,66 | 684 | 64,58 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 35.472 | 277 | ||||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 12.111 | 0,56 | 94 | 0,00 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 12.111 | 0,56 | 94 | 0,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 10.686 | 83 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 430.304 | 14,53 | 3.356 | 13,88 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 43.402 | 339 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 47.477 | 58,06 | 370 | 57,45 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 96.418 | 752 | ||||||
| 2026-04-22 | 13F | Chemung Canal Trust Co | 458.064 | 3,30 | 3.573 | 2,70 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.463 | 11 | ||||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 108.955 | 850 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 21.444 | 13,20 | 167 | 12,84 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 47.146 | 368 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 203.508 | 7,61 | 2 | 0,00 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 3.736 | 29 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 22.837 | 55,02 | 178 | 54,78 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 34.684 | 0,55 | 271 | -0,74 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 18.220 | 10,51 | 142 | 10,08 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 87.410 | 6,40 | 682 | 5,75 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 364.102 | 23,46 | 2.840 | 22,74 |
