Latest Institutional Transactions on Putnam ETF Tr Putnam Focused L (PVAL)
This table provides information on the latest institutional transactions involving Putnam ETF Tr Putnam Focused L (PVAL) 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 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
4.62K+ 2.99% |
$155K - $186K
|
159K
$6.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.41K- 8.2% |
$182K - $218K
|
60.6K
$2.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-376K- 80.11% |
$12.6M - $15.1M
|
93.5K
$3.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.1K+ 12.35% |
$1.58M - $1.89M
|
428K
$17.4M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-46.1K- 26.05% |
$1.55M - $1.85M
|
131K
$5.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-580- 2.76% |
$19.5K - $23.3K
|
20.4K
$830K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
14K+ 22.21% |
$470K - $563K
|
77K
$3.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-700- 3.07% |
$23.5K - $28.2K
|
22.1K
$897K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
89.4K+ 47.65% |
$3M - $3.6M
|
277K
$11.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-44.6K- 40.71% |
$1.5M - $1.79M
|
64.9K
$2.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12.1KNew |
$407K - $487K
|
12.1K
$492K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.02K+ 1.68% |
$101K - $121K
|
182K
$7.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
44.6K+ 5.95% |
$1.5M - $1.79M
|
794K
$32.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27.8K+ 7.55% |
$935K - $1.12M
|
396K
$16.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.05K+ 3.44% |
$35.4K - $42.4K
|
31.6K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52.7K+ 3.69% |
$1.77M - $2.12M
|
1.48M
$60.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.5K- 40.77% |
$118K - $141K
|
5.09K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.48K+ 14.22% |
$150K - $180K
|
36K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.5K+ 19.05% |
$489K - $585K
|
90.9K
$3.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.8K+ 17.52% |
$1.67M - $2M
|
334K
$13.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-79.4K- 7.35% |
$2.67M - $3.19M
|
1M
$40.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13.2K+ 4.93% |
$442K - $530K
|
280K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.16K- 52.06% |
$207K - $248K
|
5.67K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
620+ 6.59% |
$20.8K - $24.9K
|
10K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.75K+ 6.33% |
$58.7K - $70.3K
|
29.4K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.4K- 16.1% |
$687K - $822K
|
107K
$4.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.76K- 4.33% |
$59.2K - $70.8K
|
38.9K
$1.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
17+ 0.29% |
$571 - $684
|
5.93K
$241K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
39KNew |
$1.31M - $1.57M
|
39K
$1.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
130New |
$4.37K - $5.23K
|
130
$5.28K
|
|
| Q1 2025 | |||||||
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.21K+ 0.24% |
$44.5K - $47.8K
|
512K
$20.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21.6K- 13.0% |
$797K - $857K
|
145K
$5.89M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.13K+ 8.42% |
$78.4K - $84.4K
|
27.4K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 7.79% |
$1.05M - $1.13M
|
395K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
291New |
$10.7K - $11.5K
|
291
$11.8K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.6KNew |
$464K - $499K
|
12.6K
$512K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-517- 7.85% |
$19K - $20.5K
|
6.07K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
336+ 3.25% |
$12.4K - $13.3K
|
10.7K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
102KNew |
$3.76M - $4.05M
|
102K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.77M+ 48.28% |
$102M - $110M
|
8.51M
$346M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.62M+ 108.83% |
$96.5M - $104M
|
5.03M
$204M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
13K+ 44.34% |
$477K - $513K
|
42.2K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.03K+ 264.71% |
$74.5K - $80.2K
|
2.79K
$113K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
14.1K+ 10.4% |
$521K - $560K
|
150K
$6.1M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.61K- 6.91% |
$59.2K - $63.7K
|
21.7K
$881K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
708K+ 18.85% |
$26.1M - $28M
|
4.47M
$181M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.44K+ 14.75% |
$347K - $374K
|
73.5K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.65K+ 7.93% |
$97.4K - $105K
|
36K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.8KNew |
$913K - $982K
|
24.8K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
17KNew |
$625K - $673K
|
17K
$691K
|
|