Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Putnam ETF Trust - Putnam Franklin New York Municipal Income ETF incluem 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 .
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.
Upgrade para desbloquear dados premium.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
