Purchases and Sales Made in Q2 2025 in Putnam ETF Tr Putnam Focused L (PVAL)

PVAL Quotes by TradingView

This table provides information about the institutional ownership of Putnam ETF Tr Putnam Focused L (PVAL) during Q2 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
Aug 14, 2025 Q2 2025
Glenmede Investment Management, LP

Philadelphia, PA
BUY
 -
5M
New
$168M - $201M
5M $211M
Jul 30, 2025 Q2 2025
Cullen/Frost Bankers, Inc.

BUY
 -
2.48M
New
$83.4M - $99.9M
2.48M $105M
Aug 13, 2025 Q2 2025
Northwestern Mutual Wealth Management CO

BUY
 -
1.84M
+ 106.82%
$61.9M - $74.1M
3.57M $151M
Aug 14, 2025 Q2 2025
Bank Of America Corp

Charlotte, NC
BUY
 -
1.67M
+ 19.62%
$56.1M - $67.2M
10.2M $430M
Aug 08, 2025 Q2 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
758K
+ 27.14%
$25.5M - $30.5M
3.55M $150M
Aug 12, 2025 Q2 2025
Mount Yale Investment Advisors, LLC

BUY
 -
752K
New
$25.3M - $30.2M
752K $31.8M
Jul 25, 2025 Q2 2025
Cwm, LLC

BUY
 -
750K
+ 40.53%
$25.2M - $30.2M
2.6M $110M
Aug 14, 2025 Q2 2025
Ubs Group Ag

BUY
 -
607K
+ 15.87%
$20.4M - $24.4M
4.43M $187M
Aug 06, 2025 Q2 2025
Commonwealth Equity Services, LLC

BUY
 -
606K
+ 16.15%
$20.4M - $24.4M
4.36M $184M
Aug 18, 2025 Q2 2025
Geneos Wealth Management Inc.

BUY
 -
571K
+ 394.4%
$19.2M - $23M
716K $30.3M
Aug 13, 2025 Q2 2025
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
476K
+ 93.03%
$16M - $19.1M
988K $41.7M
Aug 14, 2025 Q2 2025
Two Sigma Investments, LP

New York, NY
BUY
 -
465K
New
$15.6M - $18.7M
465K $19.7M
Aug 15, 2025 Q2 2025
Ci Private Wealth, LLC

Miami, FL
BUY
 -
448K
+ 544.76%
$15M - $18M
530K $22.4M
Aug 14, 2025 Q2 2025
Wells Fargo & Company

San Francisco, CA
BUY
 -
403K
+ 18257.78%
$13.6M - $16.2M
406K $17.1M
Aug 11, 2025 Q2 2025
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
396K
New
$13.3M - $15.9M
396K $16.7M
Aug 13, 2025 Q2 2025
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
386K
New
$13M - $15.5M
386K $16.3M
Aug 15, 2025 Q2 2025
Morgan Stanley

New York, NY
BUY
 -
339K
+ 6.74%
$11.4M - $13.6M
5.37M $227M
Aug 14, 2025 Q2 2025
Mml Investors Services, LLC

Springfield, MA
BUY
 -
296K
+ 1525.44%
$9.94M - $11.9M
315K $13.3M
Aug 07, 2025 Q2 2025
Weil Company, Inc.

BUY
 -
289K
New
$9.72M - $11.6M
289K $12.2M
Aug 13, 2025 Q2 2025
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
287K
+ 114.31%
$9.64M - $11.5M
538K $22.7M
Jul 28, 2025 Q2 2025
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
281K
New
$9.43M - $11.3M
281K $11.9M
Aug 08, 2025 Q2 2025
Avantax Advisory Services, Inc.

BUY
 -
259K
+ 114.93%
$8.69M - $10.4M
484K $20.4M
Aug 07, 2025 Q2 2025
Central Trust CO

Jefferson City, MO
BUY
 -
218K
+ 211.94%
$7.33M - $8.78M
321K $13.6M
Jul 23, 2025 Q2 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
204K
+ 130.74%
$6.86M - $8.21M
360K $15.2M
Aug 14, 2025 Q2 2025
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
183K
+ 46.4%
$6.16M - $7.38M
579K $24.5M
Aug 07, 2025 Q2 2025
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
142K
New
$4.79M - $5.73M
142K $6.02M
Aug 14, 2025 Q2 2025
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
115K
+ 22.57%
$3.88M - $4.64M
627K $26.5M
Aug 04, 2025 Q2 2025
Atria Investments LLC

Charlotte, NC
BUY
 -
99.7K
+ 71.63%
$3.35M - $4.01M
239K $10.1M
Aug 13, 2025 Q2 2025
M&T Bank Corp

BUY
 -
97K
New
$3.26M - $3.9M
97K $4.1M
Jul 16, 2025 Q2 2025
Embree Financial Group

Chicago, IL
BUY
 -
89.4K
+ 47.65%
$3M - $3.6M
277K $11.7M
Jul 22, 2025 Q2 2025
Ivc Wealth Advisors LLC

BUY
 -
87.8K
+ 48.1%
$2.95M - $3.53M
270K $11.4M
Jul 22, 2025 Q2 2025
Bridge Port Financial Solutions, LLC

Fairfield, IA
BUY
 -
84.4K
+ 42.51%
$2.83M - $3.39M
283K $11.9M
Aug 01, 2025 Q2 2025
Ggm Financials LLC

Columbus, OH
BUY
 -
79K
New
$2.65M - $3.18M
79K $3.34M
Aug 08, 2025 Q2 2025
Horizon Family Wealth, Inc.

BUY
 -
76.7K
New
$2.58M - $3.09M
76.7K $3.24M
Aug 01, 2025 Q2 2025
Motco

BUY
 -
75.2K
New
$2.53M - $3.03M
75.2K $3.18M
Jul 30, 2025 Q2 2025
Castle Wealth Management LLC

BUY
 -
73.3K
+ 53.95%
$2.46M - $2.95M
209K $8.84M
Aug 04, 2025 Q2 2025
Amplius Wealth Advisors, LLC

BUY
 -
71.6K
+ 3.8%
$2.41M - $2.88M
1.96M $82.6M
Aug 13, 2025 Q2 2025
Jones Financial Companies Lllp

BUY
 -
64.6K
New
$2.17M - $2.6M
64.6K $2.73M
Aug 04, 2025 Q2 2025
Spire Wealth Management

BUY
 -
58.5K
+ 8999.08%
$1.97M - $2.35M
59.1K $2.5M
Aug 05, 2025 Q2 2025
Aurdan Capital Management, LLC

Wayne, PA
BUY
 -
56.3K
New
$1.89M - $2.27M
56.3K $2.38M
Aug 14, 2025 Q2 2025
Qube Research & Technologies LTD

London, X0
BUY
 -
55.6K
New
$1.87M - $2.24M
55.6K $2.35M
Jul 14, 2025 Q2 2025
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
52.7K
+ 3.69%
$1.77M - $2.12M
1.48M $62.6M
Aug 12, 2025 Q2 2025
Steward Partners Investment Advisory, LLC

BUY
 -
52.7K
+ 23.77%
$1.77M - $2.12M
275K $11.6M
Jul 10, 2025 Q2 2025
Baker Tilly Wealth Management, LLC

BUY
 -
49.8K
+ 17.52%
$1.67M - $2M
334K $14.1M
Jul 17, 2025 Q2 2025
Janney Montgomery Scott LLC

BUY
 -
47.1K
+ 12.35%
$1.58M - $1.89M
428K $18.1M
Jul 24, 2025 Q2 2025
Ifp Advisors, Inc

BUY
 -
46.8K
+ 216.75%
$1.57M - $1.88M
68.4K $2.89M
Aug 06, 2025 Q2 2025
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
45.8K
+ 37.7%
$1.54M - $1.84M
167K $7.07M
Jul 14, 2025 Q2 2025
Harbor Group, Inc.

BUY
 -
44.6K
+ 5.95%
$1.5M - $1.79M
794K $33.5M
Aug 14, 2025 Q2 2025
Old Mission Capital LLC

BUY
 -
42.3K
New
$1.42M - $1.7M
42.3K $1.79M

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