Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Putnam ETF Trust - Putnam Focused Large Cap Value ETF includono Glenmede Investment Management, LP, Cullen/frost Bankers, Inc., Mount Yale Investment Advisors, LLC, Two Sigma Investments, Lp, Thrivent Financial For Lutherans, Baird Financial Group, Inc., Weil Company, Inc., RFG Advisory, LLC, M&t Bank Corp, Horizon Family Wealth, Inc., Motco, Jones Financial Companies Lllp, Aurdan Capital Management, LLC, Qube Research & Technologies Ltd, Ballew Advisors, Inc, Hicks Capital Management Llc, Renaissance Technologies Llc, Valmark Advisers, Inc., Elyxium Wealth, LLC, e Smith, Moore & Co. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 152.995 | 10,43 | 6.155 | 16,64 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 546 | 22 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 94.605 | 124,25 | 3.806 | 136,92 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23.500 | 945 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 578.814 | 46,40 | 23 | 53,33 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3.487 | 24,98 | 140 | 32,08 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 17.214 | 42,62 | 693 | 50,76 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 35.967 | 14,22 | 1.447 | 22,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 13.475 | 102,15 | 542 | 114,23 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 162.510 | 8,24 | 6.538 | 14,34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 109.061 | 32,48 | 4.388 | 39,98 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5.691 | 230 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1.675 | 67 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 104.984 | 16,66 | 4.224 | 23,26 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 270.420 | 48,10 | 10.879 | 56,45 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 238.845 | 71,63 | 9.609 | 81,32 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12.602 | 2,44 | 507 | 8,12 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 158.511 | 6,57 | 6.377 | 15,15 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12.609 | 0,30 | 507 | 6,07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6.310 | 3,90 | 254 | 9,52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 27.867 | 124,16 | 1.121 | 137,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7.720 | 19,32 | 311 | 26,02 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 626.946 | 22,57 | 25.222 | 29,49 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 5.702 | 229 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 136.530 | 2,66 | 5.493 | 8,45 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 277 | 11 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10.182.895 | 19,62 | 409.658 | 26,37 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 42.307 | 1.702 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 90.903 | 19,05 | 3.657 | 25,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 51.243 | 258,72 | 2.062 | 279,56 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 29.353 | 6,33 | 1.181 | 12,27 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.002 | 121 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 142.468 | 5.732 | ||||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 94.388 | 69,21 | 3.797 | 78,77 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2.337 | 94 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 76.956 | 22,21 | 3.096 | 29,12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 405.707 | 18.257,78 | 16.322 | 19.329,76 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 139.675 | 3,60 | 5.619 | 9,47 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 172 | 7 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 55.642 | 2.238 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16.828 | 37,86 | 677 | 45,69 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 182.199 | 1,68 | 7.330 | 7,42 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 282.838 | 42,51 | 11.379 | 50,56 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 37.523 | 4,10 | 1.510 | 9,99 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 10.931 | 309,25 | 440 | 334,65 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 360.157 | 130,74 | 14.489 | 143,80 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 7.594 | 306 | ||||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 519.537 | 5,77 | 21 | 11,11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 47.239 | 90,48 | 1.900 | 101,27 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 31.448 | 399,17 | 1.265 | 429,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2.053.158 | 0,56 | 82.601 | 6,24 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 396.394 | 16 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 12.197 | 56,57 | 491 | 65,54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64.600 | 2.592 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 79.003 | 33,39 | 3.178 | 40,93 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 4.465.415 | 18,85 | 170.043 | 21,92 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.565.904 | 106,82 | 143.456 | 118,49 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 341.241 | 4,83 | 13.728 | 10,75 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 333.961 | 17,52 | 13.435 | 24,16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 68.380 | 216,75 | 2.751 | 234,55 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 187.934 | 6,72 | 7.561 | 12,73 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2.482.578 | 99.874 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 769.846 | 174,84 | 31 | 200,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 465.400 | 18.723 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 793.759 | 5,95 | 31.933 | 11,94 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 12.103 | 487 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4.997.322 | 201.042 | ||||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 29.865 | 1.201 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 8.250 | 10,57 | 332 | 16,55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6.606 | 266 | ||||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1.002 | 38 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 17.529 | 0,29 | 705 | 6,02 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 76.723 | 3.087 | ||||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 159.013 | 2,99 | 6.397 | 8,81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 81.239 | 29,98 | 3.268 | 37,37 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 5.934 | 0,29 | 239 | 5,78 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 385.950 | 15.527 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.069.397 | 2,42 | 43.022 | 8,20 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 751.791 | 30.245 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11.039 | 92,52 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 59.144 | 8.999,08 | 2.379 | 9.812,50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 107.854 | 39,01 | 4.339 | 46,85 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1.955.562 | 3,80 | 78.669 | 9,66 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 10.028 | 6,59 | 403 | 12,57 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5.253 | 211 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 483.665 | 114,93 | 19.458 | 127,06 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 130 | 5 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 16.874 | 80,61 | 679 | 90,99 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 27.199 | 19,00 | 1.094 | 25,75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 274.544 | 23,77 | 11.045 | 30,76 | ||||
| 2025-08-01 | 13F | Motco | 75.232 | 3.051 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 476.794 | 8,16 | 19.181 | 14,27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 94.186 | 43,01 | 3.789 | 51,08 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 289.306 | 11.639 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3.552.531 | 27,14 | 142.918 | 34,32 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 96.956 | 3.900 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 26.200 | 26,57 | 1.054 | 33,76 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 167.451 | 37,70 | 6.737 | 45,49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 537.908 | 114,31 | 22 | 133,33 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1.482.253 | 3,69 | 59.631 | 9,55 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 38.969 | 1.600 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 530.066 | 544,76 | 21.325 | 581,28 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 147.290 | 3,42 | 6.008 | 10,77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5.371.098 | 6,74 | 216.079 | 12,77 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 92.151 | 1,84 | 3.707 | 7,61 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 280.067 | 4,93 | 11.267 | 10,86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 396.117 | 7,55 | 15.936 | 13,63 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 130.886 | 3,17 | 5.266 | 9,01 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 80.041 | 12,34 | 3.220 | 18,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 97.983 | 33,36 | 3.942 | 40,89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.601.082 | 40,53 | 105 | 48,57 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 209.171 | 53,95 | 8.415 | 62,65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3.023 | 122 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 19.144 | 770 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 259 | 10 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4.356.644 | 16,15 | 175 | 23,24 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 277.002 | 47,65 | 11.144 | 55,98 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 45.458 | 36,11 | 1.829 | 43,82 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 5.675 | 228 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 280.726 | 11.294 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 12.573 | 67,89 | 506 | 77,19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 315.303 | 1.525,44 | 13 | |||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 56.314 | 2.266 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 4.428.869 | 15,87 | 178.173 | 22,41 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 716.366 | 394,40 | 28.819 | 422,37 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 987.572 | 93,03 | 39.730 | 103,93 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 428.069 | 12,35 | 17 | 21,43 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 31.639 | 3,44 | 1.273 | 9,28 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 20.082 | 18,16 | 808 | 24,73 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 321.055 | 211,94 | 12.916 | 229,57 | ||||
| 2025-08-14 | 13F | Fmr Llc | 29 | 222,22 | 1 | |||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 184.622 | 19,24 | 7.427 | 25,99 |
