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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5MNew |
$168M - $201M
|
5M
$202M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.48MNew |
$83.4M - $99.9M
|
2.48M
$100M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.84M+ 106.82% |
$61.9M - $74.1M
|
3.57M
$144M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.67M+ 19.62% |
$56.1M - $67.2M
|
10.2M
$412M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
758K+ 27.14% |
$25.5M - $30.5M
|
3.55M
$144M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
752KNew |
$25.3M - $30.2M
|
752K
$30.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
750K+ 40.53% |
$25.2M - $30.2M
|
2.6M
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
607K+ 15.87% |
$20.4M - $24.4M
|
4.43M
$179M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
606K+ 16.15% |
$20.4M - $24.4M
|
4.36M
$176M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
571K+ 394.4% |
$19.2M - $23M
|
716K
$29M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
490K+ 174.84% |
$16.5M - $19.7M
|
770K
$31.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
476K+ 93.03% |
$16M - $19.1M
|
988K
$40M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
465KNew |
$15.6M - $18.7M
|
465K
$18.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
448K+ 544.76% |
$15M - $18M
|
530K
$21.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
403K+ 18257.78% |
$13.6M - $16.2M
|
406K
$16.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
396KNew |
$13.3M - $15.9M
|
396K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
386KNew |
$13M - $15.5M
|
386K
$15.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
339K+ 6.74% |
$11.4M - $13.6M
|
5.37M
$217M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
296K+ 1525.44% |
$9.94M - $11.9M
|
315K
$12.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
289KNew |
$9.72M - $11.6M
|
289K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
287K+ 114.31% |
$9.64M - $11.5M
|
538K
$21.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
281KNew |
$9.43M - $11.3M
|
281K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
259K+ 114.93% |
$8.69M - $10.4M
|
484K
$19.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
218K+ 211.94% |
$7.33M - $8.78M
|
321K
$13M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
204K+ 130.74% |
$6.86M - $8.21M
|
360K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
183K+ 46.4% |
$6.16M - $7.38M
|
579K
$23.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
142KNew |
$4.79M - $5.73M
|
142K
$5.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
115K+ 22.57% |
$3.88M - $4.64M
|
627K
$25.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
99.7K+ 71.63% |
$3.35M - $4.01M
|
239K
$9.67M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
97KNew |
$3.26M - $3.9M
|
97K
$3.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
89.4K+ 47.65% |
$3M - $3.6M
|
277K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
87.8K+ 48.1% |
$2.95M - $3.53M
|
270K
$10.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
84.4K+ 42.51% |
$2.83M - $3.39M
|
283K
$11.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
79KNew |
$2.65M - $3.18M
|
79K
$3.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
76.7KNew |
$2.58M - $3.09M
|
76.7K
$3.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
75.2KNew |
$2.53M - $3.03M
|
75.2K
$3.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
73.3K+ 53.95% |
$2.46M - $2.95M
|
209K
$8.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
71.6K+ 3.8% |
$2.41M - $2.88M
|
1.96M
$79.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
64.6KNew |
$2.17M - $2.6M
|
64.6K
$2.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
58.5K+ 8999.08% |
$1.97M - $2.35M
|
59.1K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
56.3KNew |
$1.89M - $2.27M
|
56.3K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
55.6KNew |
$1.87M - $2.24M
|
55.6K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52.7K+ 3.69% |
$1.77M - $2.12M
|
1.48M
$60M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
52.7K+ 23.77% |
$1.77M - $2.12M
|
275K
$11.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.8K+ 17.52% |
$1.67M - $2M
|
334K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.1K+ 12.35% |
$1.58M - $1.89M
|
428K
$17.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
46.8K+ 216.75% |
$1.57M - $1.88M
|
68.4K
$2.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
45.8K+ 37.7% |
$1.54M - $1.84M
|
167K
$6.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
44.6K+ 5.95% |
$1.5M - $1.79M
|
794K
$32.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
42.3KNew |
$1.42M - $1.7M
|
42.3K
$1.71M
|