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
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.03K+ 264.71% |
$74.5K - $80.2K
|
2.79K
$107K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2K+ 1.86% |
$73.6K - $79.2K
|
110K
$4.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.39K+ 4.63% |
$51.3K - $55.1K
|
31.5K
$1.21M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.21K+ 0.24% |
$44.5K - $47.8K
|
512K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.03K+ 3.49% |
$38K - $40.9K
|
30.6K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
955+ 16.72% |
$35.1K - $37.8K
|
6.67K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
841+ 15.27% |
$30.9K - $33.3K
|
6.35K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
836+ 0.66% |
$30.8K - $33.1K
|
127K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
802New |
$29.5K - $31.8K
|
802
$30.8K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
680+ 9.56% |
$25K - $26.9K
|
7.79K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
578+ 3.79% |
$21.3K - $22.9K
|
15.8K
$607K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
438+ 4.88% |
$16.1K - $17.3K
|
9.41K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
336+ 3.25% |
$12.4K - $13.3K
|
10.7K
$409K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
300+ 11.19% |
$11K - $11.9K
|
2.98K
$114K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
292+ 2.48% |
$10.7K - $11.6K
|
12.1K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
291New |
$10.7K - $11.5K
|
291
$11.2K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
162New |
$5.96K - $6.41K
|
162
$6.22K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
64+ 1.13% |
$2.36K - $2.53K
|
5.73K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
62+ 0.62% |
$2.28K - $2.45K
|
10K
$384K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-517- 7.85% |
$19K - $20.5K
|
6.07K
$233K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.61K- 6.91% |
$59.2K - $63.7K
|
21.7K
$832K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.84K- 20.27% |
$67.7K - $72.8K
|
7.23K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.87K- 2.56% |
$69K - $74.2K
|
71.2K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.17K- 5.06% |
$79.7K - $85.8K
|
40.7K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.75K- 18.87% |
$101K - $109K
|
11.8K
$454K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.03K- 2.2% |
$112K - $120K
|
135K
$5.17M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.02K- 9.66% |
$222K - $238K
|
56.3K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.35K- 6.55% |
$234K - $251K
|
90.5K
$3.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.94K- 0.73% |
$292K - $314K
|
1.08M
$41.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.2KClosed |
$486K - $523K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.7K- 43.32% |
$651K - $700K
|
23.1K
$888K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.4K- 12.8% |
$752K - $809K
|
139K
$5.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-21K- 24.17% |
$774K - $833K
|
66K
$2.53M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21.6K- 13.0% |
$797K - $857K
|
145K
$5.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-56.9K- 51.37% |
$2.09M - $2.25M
|
53.9K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-69.2K- 78.1% |
$2.55M - $2.74M
|
19.4K
$744K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-353K- 85.65% |
$13M - $14M
|
59.2K
$2.27M
|