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 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
21KNew |
$773K - $831K
|
21K
$806K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.2K+ 35.23% |
$744K - $800K
|
77.6K
$2.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.5KNew |
$643K - $692K
|
17.5K
$671K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
17.3KNew |
$635K - $683K
|
17.3K
$662K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
17KNew |
$625K - $673K
|
17K
$652K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.6K+ 15.06% |
$611K - $658K
|
127K
$4.87M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.5K+ 86.33% |
$569K - $613K
|
33.4K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.3KNew |
$526K - $566K
|
14.3K
$548K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.3K+ 22.95% |
$524K - $564K
|
76.4K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
14.1K+ 10.4% |
$521K - $560K
|
150K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
13K+ 44.34% |
$477K - $513K
|
42.2K
$1.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.7K+ 14.08% |
$467K - $503K
|
103K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.6KNew |
$464K - $499K
|
12.6K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$459K - $494K
|
12.5K
$478K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
12.3KNew |
$453K - $487K
|
12.3K
$472K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.1K+ 4277.46% |
$447K - $481K
|
12.4K
$477K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.3K+ 12.96% |
$380K - $409K
|
90K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.44K+ 14.75% |
$347K - $374K
|
73.5K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.3KNew |
$342K - $368K
|
9.3K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
9.07K+ 6.49% |
$334K - $359K
|
149K
$5.71M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8.93KNew |
$329K - $353K
|
8.93K
$343K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.59KNew |
$316K - $340K
|
8.59K
$330K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.93KNew |
$292K - $314K
|
7.93K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.49KNew |
$276K - $296K
|
7.49K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
7.46KNew |
$275K - $295K
|
7.46K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
7.36K+ 4.99% |
$271K - $291K
|
155K
$5.94M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
7.05K+ 4.15% |
$259K - $279K
|
177K
$6.79M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.84KNew |
$252K - $271K
|
6.84K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.64KNew |
$244K - $263K
|
6.64K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
6.63K+ 3.34% |
$244K - $262K
|
205K
$7.87M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.47KNew |
$238K - $256K
|
6.47K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
6.3KNew |
$232K - $249K
|
6.3K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.05K+ 10.11% |
$223K - $239K
|
65.9K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.73K+ 88.5% |
$211K - $227K
|
12.2K
$468K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.79K+ 2.48% |
$176K - $190K
|
198K
$7.62M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
4.77K+ 3.19% |
$175K - $189K
|
154K
$5.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
4.35K+ 2.49% |
$160K - $172K
|
179K
$6.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.02K+ 17.06% |
$148K - $159K
|
27.6K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.9K+ 22.05% |
$144K - $154K
|
21.6K
$828K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.75K+ 49.97% |
$138K - $149K
|
11.3K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.2K+ 34.15% |
$118K - $127K
|
12.6K
$482K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.05K+ 7261.9% |
$112K - $121K
|
3.09K
$119K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3K+ 16.95% |
$110K - $119K
|
20.7K
$794K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.88K+ 8.97% |
$106K - $114K
|
34.9K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
2.67KNew |
$98.3K - $106K
|
2.67K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.65K+ 7.93% |
$97.4K - $105K
|
36K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.39K+ 34.45% |
$88.1K - $94.8K
|
9.34K
$358K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.13K+ 8.42% |
$78.4K - $84.4K
|
27.4K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.11K+ 10.22% |
$77.7K - $83.6K
|
22.8K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.1K+ 1873.21% |
$77.2K - $83.1K
|
2.21K
$84.8K
|