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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
578+ 3.79% |
$21.3K - $22.9K
|
15.8K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
82.2KNew |
$3.03M - $3.25M
|
82.2K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$459K - $494K
|
12.5K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.3K+ 7.92% |
$1.19M - $1.28M
|
441K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.47KNew |
$238K - $256K
|
6.47K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
187K+ 290.58% |
$6.87M - $7.39M
|
251K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
352K+ 25.66% |
$13M - $13.9M
|
1.72M
$70.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3KNew |
$967K - $1.04M
|
26.3K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.2KClosed |
$486K - $523K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
836+ 0.66% |
$30.8K - $33.1K
|
127K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.5KNew |
$2.3M - $2.47M
|
62.5K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-69.2K- 78.1% |
$2.55M - $2.74M
|
19.4K
$788K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
176KNew |
$6.48M - $6.97M
|
176K
$7.16M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
67.4K+ 76.07% |
$2.48M - $2.67M
|
156K
$6.34M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
802New |
$29.5K - $31.8K
|
802
$32.6K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
841+ 15.27% |
$30.9K - $33.3K
|
6.35K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
162New |
$5.96K - $6.41K
|
162
$6.58K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.2K+ 34.15% |
$118K - $127K
|
12.6K
$511K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.1K+ 1873.21% |
$77.2K - $83.1K
|
2.21K
$89.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
132K+ 147.9% |
$4.87M - $5.24M
|
222K
$9.01M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
165K+ 47.72% |
$6.08M - $6.54M
|
512K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
955+ 16.72% |
$35.1K - $37.8K
|
6.67K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
920K+ 31.68% |
$33.8M - $36.4M
|
3.82M
$155M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
919K+ 81.84% |
$33.8M - $36.4M
|
2.04M
$83M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
64+ 1.13% |
$2.36K - $2.53K
|
5.73K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.84KNew |
$252K - $271K
|
6.84K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.1K+ 4277.46% |
$447K - $481K
|
12.4K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
6.3KNew |
$232K - $249K
|
6.3K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3K+ 16.95% |
$110K - $119K
|
20.7K
$841K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8.93KNew |
$329K - $353K
|
8.93K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.05K+ 7261.9% |
$112K - $121K
|
3.09K
$126K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
17.3KNew |
$635K - $683K
|
17.3K
$701K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25M+ 1460.33% |
$45.9M - $49.4M
|
1.33M
$54.1M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
7.36K+ 4.99% |
$271K - $291K
|
155K
$6.29M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
41.5K+ 12.55% |
$1.53M - $1.64M
|
372K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.35K- 6.55% |
$234K - $251K
|
90.5K
$3.68M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
39.1K+ 235.11% |
$1.44M - $1.55M
|
55.8K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
6.63K+ 3.34% |
$244K - $262K
|
205K
$8.33M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52M+ 205.7% |
$92.9M - $99.9M
|
3.75M
$152M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53.5K+ 62.83% |
$1.97M - $2.12M
|
139K
$5.63M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
25.8K+ 22.13% |
$950K - $1.02M
|
142K
$5.79M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
9.07K+ 6.49% |
$334K - $359K
|
149K
$6.04M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.5K+ 86.33% |
$569K - $613K
|
33.4K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.2K+ 35.23% |
$744K - $800K
|
77.6K
$3.15M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.39K+ 34.45% |
$88.1K - $94.8K
|
9.34K
$380K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.5K+ 67.31% |
$1.97M - $2.12M
|
133K
$5.4M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.49KNew |
$276K - $296K
|
7.49K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.64KNew |
$244K - $263K
|
6.64K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
105K+ 87.17% |
$3.86M - $4.15M
|
225K
$9.14M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
484K+ 20.93% |
$17.8M - $19.1M
|
2.79M
$114M
|