Purchases and Sales Made in Q2 2025 in Putnam ETF Tr Putnam Focused L (PGRO)
This table provides information about the institutional ownership of Putnam ETF Tr Putnam Focused L (PGRO) 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93.8K+ 56.09% |
$2.9M - $3.85M
|
261K
$11.1M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.29KNew |
$164K - $218K
|
5.29K
$225K
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.62K+ 6.5% |
$143K - $190K
|
75.7K
$3.22M
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.13K+ 2.52% |
$97K - $129K
|
127K
$5.42M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
119New |
$3.68K - $4.89K
|
119
$5.06K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-55- 0.41% |
$1.7K - $2.26K
|
13.4K
$572K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-212- 20.66% |
$6.56K - $8.71K
|
814
$34.6K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.5K- 19.76% |
$46.4K - $61.6K
|
6.09K
$259K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.77K- 32.88% |
$302K - $402K
|
19.9K
$849K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.9K- 8.56% |
$646K - $858K
|
223K
$9.49M
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-55K- 7.49% |
$1.7M - $2.26M
|
679K
$28.9M
|