Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Putnam ETF Trust - Putnam Focused Large Cap Value ETF inkluderar 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, och Smith, Moore & Co. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
