Latest Institutional Purchases of Putnam ETF Tr Putnam Focused L (PVAL)
This list provides information on the latest institutional transactions involving Putnam ETF Tr Putnam Focused L (PVAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
957KNew |
$39.8M - $42.4M
|
957K
$41.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
357K+ 880.86% |
$14.8M - $15.8M
|
398K
$17.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
269K+ 79.79% |
$11.2M - $11.9M
|
607K
$26.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
153K+ 28.68% |
$6.36M - $6.78M
|
686K
$30M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
93.8KNew |
$3.9M - $4.16M
|
93.8K
$4.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
76.4K+ 19.92% |
$3.18M - $3.39M
|
460K
$20.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
67KNew |
$2.78M - $2.97M
|
67K
$2.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
45.2KNew |
$1.88M - $2M
|
45.2K
$1.97M
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
33.4K+ 9.94% |
$1.39M - $1.48M
|
369K
$16.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
32.9K+ 1.64% |
$1.37M - $1.46M
|
2.04M
$89.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
31K+ 9.46% |
$1.29M - $1.37M
|
358K
$15.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
22.2KNew |
$925K - $987K
|
22.2K
$972K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
21.8K+ 2.64% |
$906K - $967K
|
848K
$37.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.9K+ 190.43% |
$870K - $928K
|
31.9K
$1.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
18.4K+ 78.3% |
$765K - $816K
|
41.9K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 1.83% |
$758K - $809K
|
1.01M
$44.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
17.7K+ 9.53% |
$736K - $785K
|
203K
$8.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
17.3K+ 6.11% |
$718K - $766K
|
300K
$13.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
15.4K+ 3.74% |
$641K - $684K
|
428K
$18.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13.1KNew |
$544K - $580K
|
13.1K
$571K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.9K+ 3.15% |
$453K - $483K
|
357K
$15.6M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
10.1KNew |
$422K - $450K
|
10.1K
$443K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8.93K+ 20.74% |
$371K - $396K
|
52K
$2.27M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
7.4K+ 5.61% |
$308K - $328K
|
139K
$6.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
5.96K+ 9.69% |
$248K - $264K
|
67.4K
$2.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.94K+ 18.94% |
$247K - $264K
|
37.3K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.17K+ 1.36% |
$173K - $185K
|
312K
$13.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.78K+ 3.56% |
$157K - $168K
|
110K
$4.81M
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.4K+ 23.54% |
$100K - $107K
|
12.6K
$551K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.9K+ 2.91% |
$79K - $84.3K
|
67.2K
$2.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
413+ 1.5% |
$17.2K - $18.3K
|
28K
$1.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
113New |
$4.7K - $5.01K
|
113
$4.94K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
28+ 0.49% |
$1.16K - $1.24K
|
5.73K
$250K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
22New |
$915 - $976
|
22
$961
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
16+ 0.04% |
$665 - $710
|
37.4K
$1.63M
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.36M+ 135.38% |
$134M - $144M
|
5.84M
$255M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.85M+ 266.28% |
$114M - $122M
|
3.92M
$171M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.29M+ 42.62% |
$91.4M - $97.8M
|
7.66M
$335M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.24M+ 21.99% |
$89.4M - $95.7M
|
12.4M
$543M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.82M+ 51.14% |
$72.5M - $77.6M
|
5.37M
$235M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
790K+ 15.8% |
$31.5M - $33.7M
|
5.79M
$253M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
724KNew |
$28.9M - $30.9M
|
724K
$31.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
627K+ 17.58% |
$25M - $26.8M
|
4.19M
$183M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
579K+ 93.64% |
$23.1M - $24.7M
|
1.2M
$52.3M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
555K+ 146.62% |
$22.2M - $23.7M
|
933K
$40.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
533K+ 12.24% |
$21.3M - $22.8M
|
4.89M
$214M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
PUT |
455KNew |
$18.2M - $19.5M
|
455K
$19.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
453K+ 17.43% |
$18.1M - $19.4M
|
3.05M
$133M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
436K+ 107.38% |
$17.4M - $18.6M
|
841K
$36.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
433K+ 43.84% |
$17.3M - $18.5M
|
1.42M
$62.1M
|
|