Institutional shares held 38.8 Million
0 calls
0 puts
Total value of holdings $1.43B
$0 calls
$0 puts
# of Institutions 126


Latest Institutional Activity in PVAL

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 1.04M ($38.4M)
Q1 2025
Harbor Group, Inc. Shares Held: 749K ($27.6M)
Q1 2025
Truist Financial Corp Shares Held: 470K ($17.3M)
Q1 2025
Opal Wealth Advisors, LLC Shares Held: 1.43M ($52.6M)
Q1 2025
Baker Tilly Wealth Management, LLC Shares Held: 284K ($10.5M)

Top Sells

Q1 2025
Ggm Financials LLC Shares Held: 59.2K ($2.18M)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 53.9K ($1.98M)
Q1 2025
Provident Wealth Management, LLC Shares Held: 66K ($2.43M)
Q1 2025
Steel Peak Wealth Management LLC Shares Held: 23.1K ($851K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.08M ($39.8M)

About PVAL

Track Institutional and Insider Activities on PVAL

Follow PUTNAM ETF TR PUTNAM FOCUSED L and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PVAL shares.

Notify only if

Insider Trading

Get notified when an Putnam ETF Tr Putnam Focused L insider buys or sells PVAL shares.

Notify only if

News

Receive news related to PUTNAM ETF TR PUTNAM FOCUSED L

Track Activities on PVAL