Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.24M+ 398.0% |
$78.5M - $85M
|
2.8M
$118M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.61MNew |
$56.3M - $61M
|
1.61M
$67.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.07M+ 34.81% |
$37.6M - $40.7M
|
4.15M
$176M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 17854.6% |
$37.1M - $40.2M
|
1.07M
$45M
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 17854.6% |
$37.1M - $40.2M
|
1.07M
$45M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
873K+ 78836.95% |
$30.6M - $33.1M
|
874K
$36.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
521K+ 50.53% |
$18.3M - $19.8M
|
1.55M
$65.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
464K+ 29.47% |
$16.3M - $17.6M
|
2.04M
$86.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
370KNew |
$13M - $14M
|
370K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
277KNew |
$9.7M - $10.5M
|
277K
$11.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
251K+ 335.38% |
$8.81M - $9.54M
|
326K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
234K+ 316.06% |
$8.19M - $8.87M
|
308K
$13M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
202K+ 14.79% |
$7.07M - $7.66M
|
1.57M
$66.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
179KNew |
$6.27M - $6.79M
|
179K
$7.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
176KNew |
$6.18M - $6.7M
|
176K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
173KNew |
$6.05M - $6.55M
|
173K
$7.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
170KNew |
$5.94M - $6.44M
|
170K
$7.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
164KNew |
$5.75M - $6.23M
|
164K
$6.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
147K+ 353.28% |
$5.16M - $5.59M
|
189K
$7.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
141KNew |
$4.95M - $5.36M
|
141K
$5.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
139KNew |
$4.88M - $5.28M
|
139K
$5.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
123KNew |
$4.32M - $4.68M
|
123K
$5.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
111K+ 10.24% |
$3.87M - $4.19M
|
1.19M
$50.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.3K+ 88.81% |
$2.95M - $3.2M
|
179K
$7.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78.6K+ 93.87% |
$2.76M - $2.98M
|
162K
$6.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73.7KNew |
$2.58M - $2.79M
|
73.7K
$3.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
73KNew |
$2.56M - $2.77M
|
73K
$3.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.3K+ 55.62% |
$2.53M - $2.74M
|
202K
$8.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
72.2KNew |
$2.53M - $2.74M
|
72.2K
$3.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
65.5K+ 980.04% |
$2.29M - $2.48M
|
72.1K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48.5K+ 11566.83% |
$1.7M - $1.84M
|
48.9K
$2.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
47.9KNew |
$1.68M - $1.82M
|
47.9K
$2.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44.1KNew |
$1.54M - $1.67M
|
44.1K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41K+ 69.97% |
$1.44M - $1.55M
|
99.5K
$4.21M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
39.7K+ 33.39% |
$1.39M - $1.51M
|
159K
$6.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
37.7K+ 314.98% |
$1.32M - $1.43M
|
49.7K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.1KNew |
$1.16M - $1.25M
|
33.1K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30.8KNew |
$1.08M - $1.17M
|
30.8K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.2K+ 193.86% |
$952K - $1.03M
|
41.2K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.4KNew |
$924K - $1M
|
26.4K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23.7K+ 67.94% |
$828K - $897K
|
58.5K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.5K+ 3.8% |
$649K - $703K
|
506K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.4K+ 35.01% |
$644K - $697K
|
70.8K
$2.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18KNew |
$631K - $683K
|
18K
$761K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.8K+ 13.01% |
$587K - $636K
|
146K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.7KNew |
$550K - $596K
|
15.7K
$663K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.5KNew |
$543K - $589K
|
15.5K
$655K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 29.32% |
$536K - $581K
|
67.5K
$2.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
13.4KNew |
$468K - $507K
|
13.4K
$565K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 3.42% |
$437K - $474K
|
378K
$16M
|