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 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.75K+ 49.97% |
$138K - $149K
|
11.3K
$458K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.4K- 12.8% |
$752K - $809K
|
139K
$5.65M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.3KNew |
$342K - $368K
|
9.3K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.3K+ 12.96% |
$380K - $409K
|
90K
$3.66M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.9K+ 22.05% |
$144K - $154K
|
21.6K
$877K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.84K- 20.27% |
$67.7K - $72.8K
|
7.23K
$294K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82.3KNew |
$3.03M - $3.26M
|
82.3K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.05K+ 10.11% |
$223K - $239K
|
65.9K
$2.68M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
680+ 9.56% |
$25K - $26.9K
|
7.79K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.87K- 2.56% |
$69K - $74.2K
|
71.2K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
170K+ 10.13% |
$6.26M - $6.74M
|
1.85M
$75.2M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
292+ 2.48% |
$10.7K - $11.6K
|
12.1K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
2.67KNew |
$98.3K - $106K
|
2.67K
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
300+ 11.19% |
$11K - $11.9K
|
2.98K
$121K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
7.46KNew |
$275K - $295K
|
7.46K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.7K- 43.32% |
$651K - $700K
|
23.1K
$940K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
12.3KNew |
$453K - $487K
|
12.3K
$500K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
609K+ 140.2% |
$22.4M - $24.1M
|
1.04M
$42.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.73K+ 88.5% |
$211K - $227K
|
12.2K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42.4K+ 53.48% |
$1.56M - $1.68M
|
122K
$4.94M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.02K- 9.66% |
$222K - $238K
|
56.3K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
136KNew |
$5M - $5.38M
|
136K
$5.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
21.6K+ 7.11% |
$795K - $855K
|
326K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
22.9KNew |
$841K - $905K
|
22.9K
$929K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.93KNew |
$292K - $314K
|
7.93K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.79K+ 2.48% |
$176K - $190K
|
198K
$8.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.8K+ 23.76% |
$1.98M - $2.13M
|
280K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43.6K+ 436.94% |
$1.6M - $1.72M
|
53.5K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
62+ 0.62% |
$2.28K - $2.45K
|
10K
$406K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.7K+ 14.08% |
$467K - $503K
|
103K
$4.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.5KNew |
$643K - $692K
|
17.5K
$710K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
32.8K+ 7.15% |
$1.21M - $1.3M
|
491K
$20M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.03K- 2.2% |
$112K - $120K
|
135K
$5.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.88K+ 8.97% |
$106K - $114K
|
34.9K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-56.9K- 51.37% |
$2.09M - $2.25M
|
53.9K
$2.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-353K- 85.65% |
$13M - $14M
|
59.2K
$2.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
156K+ 9.04% |
$5.75M - $6.18M
|
1.88M
$76.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.3KNew |
$526K - $566K
|
14.3K
$580K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
183KNew |
$6.72M - $7.23M
|
183K
$7.42M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.2K- 64.14% |
$782K - $848K
|
11.9K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.8KNew |
$471K - $511K
|
12.8K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9+ 0.06% |
$332 - $360
|
14.3K
$582K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
315New |
$11.6K - $12.6K
|
315
$12.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.1K+ 4.63% |
$630K - $684K
|
387K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
237New |
$8.73K - $9.48K
|
237
$9.63K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
650New |
$24K - $26K
|
650
$26.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-125K- 70.78% |
$4.6M - $5M
|
51.6K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
9.5KNew |
$350K - $380K
|
9.5K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.56KNew |
$316K - $342K
|
8.56K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
761New |
$28K - $30.4K
|
761
$30.9K
|
|