Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Putnam ETF Trust - Putnam Franklin Municipal High Yield ETF incluem Prentice Wealth Management LLC, Palatine Hill Wealth Management, LLC, Bank of New York Mellon Corp, Riversedge Advisors, Llc, Strategic Financial Concepts, LLC, Independent Advisor Alliance, Mercer Global Advisors Inc /adv, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Bill Few Associates, Inc., Pinnacle Financial Partners, Inc., Cullen/frost Bankers, Inc., Cura Wealth Advisors, Llc, HighPoint Advisor Group LLC, Mariner, LLC, Independent Financial Group, Llc, Ashton Thomas Private Wealth, LLC, Annis Gardner Whiting Capital Advisors, LLC, Global Retirement Partners, LLC, Franklin Resources Inc, e Western Wealth Management, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 9,791 | 113 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 277,175 | 43.67 | 3,196 | 43.15 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 13,544 | 0.74 | 156 | 0.65 | ||||
| 2026-05-08 | 13F | Palatine Hill Wealth Management, LLC | 186,752 | 2,153 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15,073 | 174 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 16,919 | 195 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 78,432 | 67.44 | 904 | 67.10 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8 | 0 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 726,228 | 135.90 | 8,373 | 135.13 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1,706,912 | 7.05 | 19,681 | 6.68 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34,937 | 403 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 13,984 | 0.71 | 161 | 0.63 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 31,654 | 365 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 15,934 | 184 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 2,124 | 25 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 662,919 | 12.96 | 7,643 | 12.58 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 5,760 | 66 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 113,270 | 14.53 | 1,306 | 14.16 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 59,071 | 681 | ||||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 114,093 | 1,315 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1,519 | 0.73 | 18 | 0.00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 75,309 | 10.63 | 868 | 10.15 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 484,773 | 5,589 | ||||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 20,055 | 231 | ||||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 167,354 | 2.61 | 1,930 | 2.28 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,135,580 | 29.70 | 13,093 | 29.25 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 17,685 | 0.24 | 204 | -0.49 | ||||
| 2026-05-12 | 13F | Creative Planning | 15,777 | 0.45 | 182 | 0.00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 35,284 | 407 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 36,433 | 420 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 55,598 | 182.31 | 637 | 180.18 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 209,109 | 60.02 | 2,411 | 59.56 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 524,409 | 68.73 | 6,046 | 68.18 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 121,061 | 1,396 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 18,972 | 76.30 | 219 | 75.81 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 725 | 8 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 47,872 | 4.23 | 1 | |||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 23,953 | 276 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3,238 | 37 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 626,577 | 49.45 | 7,224 | 48.95 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2,986 | 34 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 36,353 | 61.54 | 419 | 61.15 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 3,013 | 35 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 20,961 | 20.03 | 242 | 19.31 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 135,730 | 4.44 | 1,565 | 4.06 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 33,800 | 390 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 5,039 | 0.74 | 58 | 1.75 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 65,302 | 329.22 | 753 | 327.27 |
