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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.77M+ 48.28% |
$102M - $110M
|
8.51M
$324M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.62M+ 108.83% |
$96.5M - $104M
|
5.03M
$192M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52M+ 205.7% |
$92.9M - $99.9M
|
3.75M
$143M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25M+ 1460.33% |
$45.9M - $49.4M
|
1.33M
$50.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
920K+ 31.68% |
$33.8M - $36.4M
|
3.82M
$146M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
919K+ 81.84% |
$33.8M - $36.4M
|
2.04M
$77.8M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
708K+ 18.85% |
$26.1M - $28M
|
4.47M
$170M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
609K+ 140.2% |
$22.4M - $24.1M
|
1.04M
$39.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
484K+ 20.93% |
$17.8M - $19.1M
|
2.79M
$106M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
397K+ 112.49% |
$14.6M - $15.7M
|
749K
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
393K+ 334.15% |
$14.5M - $15.5M
|
510K
$19.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
384K+ 447.26% |
$14.1M - $15.2M
|
470K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
352K+ 25.66% |
$13M - $13.9M
|
1.72M
$65.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
215K+ 17.66% |
$7.9M - $8.49M
|
1.43M
$54.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
193K+ 212.57% |
$7.11M - $7.65M
|
284K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
187K+ 290.58% |
$6.87M - $7.39M
|
251K
$9.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
183KNew |
$6.72M - $7.23M
|
183K
$6.96M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
176KNew |
$6.48M - $6.97M
|
176K
$6.71M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
170K+ 10.13% |
$6.26M - $6.74M
|
1.85M
$70.5M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
165K+ 47.72% |
$6.08M - $6.54M
|
512K
$19.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
165K+ 76.22% |
$6.06M - $6.52M
|
381K
$14.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
156K+ 9.04% |
$5.75M - $6.18M
|
1.88M
$71.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
146K+ 351.24% |
$5.37M - $5.78M
|
188K
$7.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
136KNew |
$5M - $5.38M
|
136K
$5.18M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
132K+ 147.9% |
$4.87M - $5.24M
|
222K
$8.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
111K+ 42.86% |
$4.07M - $4.37M
|
368K
$14M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
105K+ 87.17% |
$3.86M - $4.15M
|
225K
$8.58M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
102KNew |
$3.76M - $4.05M
|
102K
$3.9M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82.3KNew |
$3.03M - $3.26M
|
82.3K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
82.2KNew |
$3.03M - $3.25M
|
82.2K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
67.4K+ 76.07% |
$2.48M - $2.67M
|
156K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.5KNew |
$2.3M - $2.47M
|
62.5K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.8K+ 23.76% |
$1.98M - $2.13M
|
280K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.5K+ 67.31% |
$1.97M - $2.12M
|
133K
$5.07M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53.5K+ 62.83% |
$1.97M - $2.12M
|
139K
$5.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43.6K+ 436.94% |
$1.6M - $1.72M
|
53.5K
$2.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42.4K+ 53.48% |
$1.56M - $1.68M
|
122K
$4.63M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
41.5K+ 12.55% |
$1.53M - $1.64M
|
372K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
39.1K+ 235.11% |
$1.44M - $1.55M
|
55.8K
$2.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
34.8K+ 123.68% |
$1.28M - $1.38M
|
63K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
32.8K+ 7.15% |
$1.21M - $1.3M
|
491K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.3K+ 7.92% |
$1.19M - $1.28M
|
441K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 7.79% |
$1.05M - $1.13M
|
395K
$15.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
26.3K+ 10.95% |
$969K - $1.04M
|
267K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3KNew |
$967K - $1.04M
|
26.3K
$1M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
25.8K+ 22.13% |
$950K - $1.02M
|
142K
$5.43M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.8KNew |
$913K - $982K
|
24.8K
$945K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
22.9KNew |
$841K - $905K
|
22.9K
$871K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
21.6K+ 7.11% |
$795K - $855K
|
326K
$12.4M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
21KNew |
$773K - $831K
|
21K
$800K
|