Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
149K+ 105.66% |
$3.99M - $4.36M
|
289K
$10.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
122KNew |
$3.27M - $3.58M
|
122K
$4.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62.3K+ 238.63% |
$1.67M - $1.83M
|
88.4K
$3.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
61.5K+ 2.95% |
$1.65M - $1.81M
|
2.14M
$80.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
47.3K+ 37.6% |
$1.27M - $1.39M
|
173K
$6.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.2K+ 7.27% |
$623K - $682K
|
343K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19KNew |
$510K - $558K
|
19K
$716K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.2KNew |
$381K - $417K
|
14.2K
$534K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.46K+ 3.13% |
$173K - $190K
|
213K
$8.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.67K+ 21.56% |
$44.8K - $49K
|
9.41K
$354K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
300+ 13.25% |
$8.05K - $8.81K
|
2.56K
$96.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-415- 0.66% |
$11.1K - $12.2K
|
62K
$2.34M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-734- 0.35% |
$19.7K - $21.6K
|
210K
$7.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.02K- 1.99% |
$54.1K - $59.2K
|
99.2K
$3.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.02K- 13.86% |
$135K - $147K
|
31.2K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.46K- 30.82% |
$173K - $190K
|
14.5K
$546K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15.7K- 53.91% |
$421K - $461K
|
13.4K
$506K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.3K- 9.54% |
$465K - $509K
|
164K
$6.19M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20.6K- 4.69% |
$554K - $607K
|
419K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-50K- 25.0% |
$1.34M - $1.47M
|
150K
$5.65M
|