Purchases and Sales Made in Q1 2025 in Putnam ETF Tr Putnam Focused L (PVAL)
This table provides information about the institutional ownership of Putnam ETF Tr Putnam Focused L (PVAL) during Q1 2025. The information is specifically focused on institutions that hold shares of PUTNAM ETF TR PUTNAM FOCUSED L.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
397K+ 112.49% |
$14.6M - $15.7M
|
749K
$28.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
215K+ 17.66% |
$7.9M - $8.49M
|
1.43M
$53.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
193K+ 212.57% |
$7.11M - $7.65M
|
284K
$10.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
183KNew |
$6.72M - $7.23M
|
183K
$6.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
165K+ 76.22% |
$6.06M - $6.52M
|
381K
$14.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
156K+ 9.04% |
$5.75M - $6.18M
|
1.88M
$70.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
111K+ 42.86% |
$4.07M - $4.37M
|
368K
$13.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
32.8K+ 7.15% |
$1.21M - $1.3M
|
491K
$18.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
26.3K+ 10.95% |
$969K - $1.04M
|
267K
$10M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.5KNew |
$643K - $692K
|
17.5K
$658K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.3KNew |
$526K - $566K
|
14.3K
$538K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.3K+ 22.95% |
$524K - $564K
|
76.4K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.59KNew |
$316K - $340K
|
8.59K
$323K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
4.35K+ 2.49% |
$160K - $172K
|
179K
$6.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.02K+ 17.06% |
$148K - $159K
|
27.6K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.88K+ 8.97% |
$106K - $114K
|
34.9K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.11K+ 10.22% |
$77.7K - $83.6K
|
22.8K
$857K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.03K+ 3.49% |
$38K - $40.9K
|
30.6K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
438+ 4.88% |
$16.1K - $17.3K
|
9.41K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.75K- 18.87% |
$101K - $109K
|
11.8K
$445K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.03K- 2.2% |
$112K - $120K
|
135K
$5.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.94K- 0.73% |
$292K - $314K
|
1.08M
$40.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-56.9K- 51.37% |
$2.09M - $2.25M
|
53.9K
$2.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-353K- 85.65% |
$13M - $14M
|
59.2K
$2.23M
|