Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
39KNew |
$1.31M - $1.57M
|
39K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
38.6K+ 69.21% |
$1.3M - $1.55M
|
94.4K
$3.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
37.5KNew |
$1.26M - $1.51M
|
37.5K
$1.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
37K+ 258.72% |
$1.24M - $1.49M
|
51.2K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36K+ 8.16% |
$1.21M - $1.45M
|
477K
$20.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.3K+ 39.01% |
$1.02M - $1.22M
|
108K
$4.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
29.9KNew |
$1M - $1.2M
|
29.9K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
29.8K+ 19.24% |
$1M - $1.2M
|
185K
$7.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
28.3K+ 5.77% |
$952K - $1.14M
|
520K
$22M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.3K+ 43.01% |
$952K - $1.14M
|
94.2K
$3.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27.8K+ 7.55% |
$935K - $1.12M
|
396K
$16.7M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.7K+ 32.48% |
$898K - $1.08M
|
109K
$4.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.2K+ 2.42% |
$848K - $1.01M
|
1.07M
$45.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
25.1K+ 399.17% |
$845K - $1.01M
|
31.4K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.5K+ 33.36% |
$824K - $986K
|
98K
$4.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.5KNew |
$790K - $945K
|
23.5K
$993K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.4K+ 90.48% |
$754K - $903K
|
47.2K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.1KNew |
$643K - $770K
|
19.1K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.7K+ 29.98% |
$630K - $754K
|
81.2K
$3.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
15.7K+ 4.83% |
$528K - $632K
|
341K
$14.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15K+ 16.66% |
$504K - $603K
|
105K
$4.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.5K+ 19.05% |
$489K - $585K
|
90.9K
$3.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.4K+ 10.43% |
$485K - $581K
|
153K
$6.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
14K+ 22.21% |
$470K - $563K
|
77K
$3.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13.2K+ 4.93% |
$442K - $530K
|
280K
$11.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
12.4K+ 8.24% |
$415K - $497K
|
163K
$6.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12.1KNew |
$407K - $487K
|
12.1K
$511K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.1K+ 36.11% |
$405K - $485K
|
45.5K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.8K+ 6.72% |
$398K - $476K
|
188K
$7.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.5K+ 0.56% |
$386K - $463K
|
2.05M
$86.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
9.78K+ 6.57% |
$328K - $393K
|
159K
$6.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.79K+ 12.34% |
$295K - $354K
|
80K
$3.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
8.26K+ 309.25% |
$278K - $332K
|
10.9K
$462K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.59KNew |
$255K - $306K
|
7.59K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.53K+ 80.61% |
$253K - $303K
|
16.9K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.81K+ 102.15% |
$229K - $274K
|
13.5K
$569K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.61KNew |
$222K - $266K
|
6.61K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.7KNew |
$192K - $229K
|
5.7K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.69KNew |
$191K - $229K
|
5.69K
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5.68KNew |
$191K - $228K
|
5.68K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.5K+ 26.57% |
$185K - $221K
|
26.2K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.31K+ 92.52% |
$178K - $213K
|
11K
$466K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.25KNew |
$177K - $211K
|
5.25K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
5.14K+ 42.62% |
$173K - $207K
|
17.2K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.08K+ 67.89% |
$171K - $205K
|
12.6K
$531K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.87K+ 3.42% |
$164K - $196K
|
147K
$6.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.86K+ 3.6% |
$163K - $195K
|
140K
$5.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.62K+ 37.86% |
$155K - $186K
|
16.8K
$711K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
4.62K+ 2.99% |
$155K - $186K
|
159K
$6.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.48K+ 14.22% |
$150K - $180K
|
36K
$1.52M
|