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 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-44.6K- 40.71% |
$1.5M - $1.79M
|
64.9K
$2.74M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-46.1K- 26.05% |
$1.55M - $1.85M
|
131K
$5.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-51.3K- 50.16% |
$1.72M - $2.06M
|
51K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-78.5K- 38.27% |
$2.64M - $3.16M
|
127K
$5.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-79.4K- 7.35% |
$2.67M - $3.19M
|
1M
$42.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-106K- 28.45% |
$3.55M - $4.25M
|
266K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-108K- 8.11% |
$3.63M - $4.35M
|
1.22M
$51.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-376K- 80.11% |
$12.6M - $15.1M
|
93.5K
$3.95M
|