Putnam Focused LRG Cap GrowPGROETF
13F holders, Q4 2024 (December 31)12holders +3
4new positions
1sold out
$38.79avg. 13F price*
At the end of Q4 2024, 12 institutions reported holding Putnam Focused LRG Cap Grow (PGRO) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Franklin Resources Inc. ($30.4M), LPL Financial LLC ($7.4M) and Cetera Investment Advisers ($5.8M).
- Company
- Putnam Focused LRG Cap Grow
- CUSIP
- 746729409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 1 | $638K |
All 13F filers, Q3 2024 → Q4 2024: 90,245 shares bought and 33,557 shares sold, net +56,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Franklin Resources Inc. | 0.01% | Reduce -0.1% | 784,000 | $30.4M |
| LPL Financial LLC | 0.00% | Reduce -5.6% | 191,670 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +40.0% | 149,203 | $5.8M |
| Prosperity Financial Group, Inc. | 2.26% | Add +3.7% | 116,297 | $4.5M |
| Professional Financial Advisors, LLC | 0.71% | Reduce -1.1% | 71,052 | $2.8M |
| Benjamin Edwards Inc. | 0.02% | Add +41.4% | 40,146 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.3% | 40,087 | $1.6M |
| Next Level Private LLC | 0.26% | New | 16,294 | $632K |
| Elevation Capital Advisory, LLC | 0.13% | New | 7,669 | $297K |
| GeoWealth Management, LLC | 0.01% | New | 7,669 | $297K |
| WealthCare Investment Partners, LLC | 0.13% | Reduce -7.1% | 7,593 | $293K |
| Bank of America Corp. | 0.00% | New | 151 | $6K |
"% of holder's portfolio" is PGRO's weight in each manager's 13F, not the share of Putnam Focused LRG Cap Grow the manager owns.