Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Putnam ETF Trust - Putnam BDC Income ETF meliputi LPL Financial LLC, Apollon Wealth Management, LLC, Neuberger Berman Group LLC, Allworth Financial LP, dan Ameritas Advisory Services, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 42,446 | 12.69 | 1,436 | 10.04 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 42,413 | 1,435 | ||||||
2025-07-25 | 13F | Cwm, Llc | 9,163 | 2.80 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 2,000 | 68 | ||||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 6,500 | 220 | ||||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 33,435 | 4.80 | 1,131 | 2.35 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 40,298 | 4.64 | 1,364 | 2.17 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 850 | 29 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 188,406 | 60.36 | 6,376 | 56.56 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 87,445 | 1.80 | 2,959 | -0.60 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 11,346 | 63.70 | 379 | 72.60 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 81,114 | 30.77 | 2,745 | 27.69 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 17,262 | 7.66 | 584 | 5.23 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,244 | 13.63 | 414 | 10.99 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 48,530 | 8.52 | 1,642 | 6.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 7,910 | 2.41 | 268 | 0.00 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 57,696 | 2.40 | 1,952 | 0.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 102,462 | 3.02 | 3 | 0.00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 11,063 | 21.01 | 374 | 19.11 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 96,475 | 60.71 | 3,265 | 56.92 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 13,487 | 4.52 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 60,063 | 3.85 | 2,033 | 1.40 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 15,036 | 9.03 | 509 | 6.50 | ||||
2025-08-08 | 13F | Condor Capital Management | 159,241 | 24.62 | 5,389 | 21.68 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 53,977 | 10.66 | 1,827 | 8.05 | ||||
2025-08-12 | 13F | LPL Financial LLC | 81,218 | 2,748 | ||||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 18,400 | 95.74 | 623 | 91.38 |