Latest Institutional Transactions on Putnam ETF Tr Putnam Focused L (PGRO)
This table provides information on the latest institutional transactions involving Putnam ETF Tr Putnam Focused L (PGRO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.77K- 32.88% |
$302K - $402K
|
19.9K
$829K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.62K+ 6.5% |
$143K - $190K
|
75.7K
$3.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.5K- 19.76% |
$46.4K - $61.6K
|
6.09K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-55- 0.41% |
$1.7K - $2.26K
|
13.4K
$559K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
7.84K+ 6.74% |
$271K - $316K
|
124K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.44KNew |
$223K - $260K
|
6.44K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.1KNew |
$489K - $569K
|
14.1K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.5KNew |
$745K - $868K
|
21.5K
$894K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50K- 6.38% |
$1.73M - $2.02M
|
734K
$30.5M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-374- 4.88% |
$12.9K - $15.1K
|
7.3K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.03KNew |
$35.5K - $41.4K
|
1.03K
$42.6K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.2K+ 42.92% |
$596K - $695K
|
57.4K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.3K+ 27.26% |
$1.81M - $2.11M
|
244K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18K+ 12.05% |
$622K - $725K
|
167K
$6.95M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
151New |
$5.38K - $6.09K
|
151
$6.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.67KNew |
$273K - $309K
|
7.67K
$319K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
100KNew |
$3.05M - $3.59M
|
100K
$4.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.67K+ 29.55% |
$112K - $132K
|
16.1K
$669K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
292New |
$8.21K - $9.65K
|
292
$12.1K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.63KNew |
$186K - $219K
|
6.63K
$275K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
208KNew |
$5.15M - $5.63M
|
208K
$8.63M
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
725K+ 362.5% |
$14.2M - $16.6M
|
925K
$38.4M
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
335New |
$6.55K - $7.3K
|
335
$13.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$204K - $227K
|
10.4K
$434K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-36Closed |
$845 - $1.06K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.36KClosed |
$220K - $275K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.36KClosed |
$220K - $275K
|
0
$0
|
|