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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.77M+ 48.28% |
$102M - $110M
|
8.51M
$327M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.62M+ 108.83% |
$96.5M - $104M
|
5.03M
$193M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52M+ 205.7% |
$92.9M - $99.9M
|
3.75M
$144M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25M+ 1460.33% |
$45.9M - $49.4M
|
1.33M
$51.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
920K+ 31.68% |
$33.8M - $36.4M
|
3.82M
$147M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
919K+ 81.84% |
$33.8M - $36.4M
|
2.04M
$78.3M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
708K+ 18.85% |
$26.1M - $28M
|
4.47M
$171M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
609K+ 140.2% |
$22.4M - $24.1M
|
1.04M
$40.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
484K+ 20.93% |
$17.8M - $19.1M
|
2.79M
$107M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
397K+ 112.49% |
$14.6M - $15.7M
|
749K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
393K+ 334.15% |
$14.5M - $15.5M
|
510K
$19.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
384K+ 447.26% |
$14.1M - $15.2M
|
470K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
352K+ 25.66% |
$13M - $13.9M
|
1.72M
$66.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
215K+ 17.66% |
$7.9M - $8.49M
|
1.43M
$54.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
193K+ 212.57% |
$7.11M - $7.65M
|
284K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
187K+ 290.58% |
$6.87M - $7.39M
|
251K
$9.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
183KNew |
$6.72M - $7.23M
|
183K
$7.01M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
176KNew |
$6.48M - $6.97M
|
176K
$6.76M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
170K+ 10.13% |
$6.26M - $6.74M
|
1.85M
$71M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
167KNew |
$6.13M - $6.59M
|
167K
$6.39M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
165K+ 47.72% |
$6.08M - $6.54M
|
512K
$19.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
165K+ 76.22% |
$6.06M - $6.52M
|
381K
$14.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
156K+ 9.04% |
$5.75M - $6.18M
|
1.88M
$72.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
146K+ 351.24% |
$5.37M - $5.78M
|
188K
$7.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
136KNew |
$5M - $5.38M
|
136K
$5.21M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
132K+ 147.9% |
$4.87M - $5.24M
|
222K
$8.51M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
111K+ 42.86% |
$4.07M - $4.37M
|
368K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
105K+ 87.17% |
$3.86M - $4.15M
|
225K
$8.63M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
102KNew |
$3.76M - $4.05M
|
102K
$3.92M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82.3KNew |
$3.03M - $3.26M
|
82.3K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
82.2KNew |
$3.03M - $3.25M
|
82.2K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
67.4K+ 76.07% |
$2.48M - $2.67M
|
156K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.5KNew |
$2.3M - $2.47M
|
62.5K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.8K+ 23.76% |
$1.98M - $2.13M
|
280K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.5K+ 67.31% |
$1.97M - $2.12M
|
133K
$5.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53.5K+ 62.83% |
$1.97M - $2.12M
|
139K
$5.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43.6K+ 436.94% |
$1.6M - $1.72M
|
53.5K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42.4K+ 53.48% |
$1.56M - $1.68M
|
122K
$4.67M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
41.5K+ 12.55% |
$1.53M - $1.64M
|
372K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
39.1K+ 235.11% |
$1.44M - $1.55M
|
55.8K
$2.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
34.8K+ 123.68% |
$1.28M - $1.38M
|
63K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
32.8K+ 7.15% |
$1.21M - $1.3M
|
491K
$18.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.3K+ 7.92% |
$1.19M - $1.28M
|
441K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 7.79% |
$1.05M - $1.13M
|
395K
$15.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
26.3K+ 10.95% |
$969K - $1.04M
|
267K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3KNew |
$967K - $1.04M
|
26.3K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
25.8K+ 22.13% |
$950K - $1.02M
|
142K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.8KNew |
$913K - $982K
|
24.8K
$952K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
22.9KNew |
$841K - $905K
|
22.9K
$877K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
21.6K+ 7.11% |
$795K - $855K
|
326K
$12.5M
|