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 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.41K+ 56.57% |
$148K - $177K
|
12.2K
$515K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
4.34K+ 19.0% |
$146K - $175K
|
27.2K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.03K+ 3.17% |
$135K - $162K
|
131K
$5.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.53K+ 2.66% |
$119K - $142K
|
137K
$5.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.09K+ 18.16% |
$104K - $124K
|
20.1K
$848K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.02KNew |
$102K - $122K
|
3.02K
$128K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.02K+ 1.68% |
$101K - $121K
|
182K
$7.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3KNew |
$101K - $121K
|
3K
$127K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.34KNew |
$78.5K - $94K
|
2.34K
$98.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.75K+ 6.33% |
$58.7K - $70.3K
|
29.4K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.68KNew |
$56.3K - $67.4K
|
1.68K
$70.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.66K+ 1.84% |
$55.9K - $66.9K
|
92.2K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 19.32% |
$42K - $50.3K
|
7.72K
$326K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.05K+ 3.44% |
$35.4K - $42.4K
|
31.6K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
789+ 10.57% |
$26.5K - $31.7K
|
8.25K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
697+ 24.98% |
$23.4K - $28K
|
3.49K
$147K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
620+ 6.59% |
$20.8K - $24.9K
|
10K
$424K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
546New |
$18.3K - $22K
|
546
$23.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
300+ 2.44% |
$10.1K - $12.1K
|
12.6K
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
277New |
$9.31K - $11.1K
|
277
$11.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
259New |
$8.7K - $10.4K
|
259
$10.9K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
237+ 3.9% |
$7.96K - $9.53K
|
6.31K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
172New |
$5.78K - $6.92K
|
172
$7.27K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
130New |
$4.37K - $5.23K
|
130
$5.49K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
50+ 0.29% |
$1.68K - $2.01K
|
17.5K
$741K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38+ 0.3% |
$1.28K - $1.53K
|
12.6K
$533K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
17+ 0.29% |
$571 - $684
|
5.93K
$251K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1New |
$33.6 - $40.2
|
1
$42.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-50- 0.09% |
$1.68K - $2.01K
|
56.3K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-98- 60.49% |
$3.29K - $3.94K
|
64
$2.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-163- 2.57% |
$5.48K - $6.56K
|
6.19K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-580- 2.76% |
$19.5K - $23.3K
|
20.4K
$863K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-652- 5.79% |
$21.9K - $26.2K
|
10.6K
$448K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-698- 4.41% |
$23.5K - $28.1K
|
15.1K
$639K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-700- 3.07% |
$23.5K - $28.2K
|
22.1K
$933K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-729- 7.67% |
$24.5K - $29.3K
|
8.78K
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.23K- 12.32% |
$41.4K - $49.6K
|
8.77K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.4K- 4.0% |
$47K - $56.2K
|
33.5K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.76K- 4.33% |
$59.2K - $70.8K
|
38.9K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.73K- 12.59% |
$91.7K - $110K
|
18.9K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.76K- 22.17% |
$92.9K - $111K
|
9.7K
$410K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.14K- 11.44% |
$105K - $126K
|
24.3K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.5K- 40.77% |
$118K - $141K
|
5.09K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.9K- 7.25% |
$131K - $157K
|
50K
$2.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.41K- 8.2% |
$182K - $218K
|
60.6K
$2.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.62K- 24.29% |
$189K - $226K
|
17.5K
$740K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.16K- 52.06% |
$207K - $248K
|
5.67K
$239K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.45K- 1.59% |
$284K - $340K
|
522K
$22M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.4K- 16.1% |
$687K - $822K
|
107K
$4.5M
|