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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
397K+ 112.49% |
$14.6M - $15.7M
|
749K
$28.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
193K+ 212.57% |
$7.11M - $7.65M
|
284K
$10.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
183KNew |
$6.72M - $7.23M
|
183K
$6.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
156K+ 9.04% |
$5.75M - $6.18M
|
1.88M
$70.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
111K+ 42.86% |
$4.07M - $4.37M
|
368K
$13.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.3KNew |
$526K - $566K
|
14.3K
$538K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.3K+ 22.95% |
$524K - $564K
|
76.4K
$2.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
4.35K+ 2.49% |
$160K - $172K
|
179K
$6.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.11K+ 10.22% |
$77.7K - $83.6K
|
22.8K
$857K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
438+ 4.88% |
$16.1K - $17.3K
|
9.41K
$354K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.72M+ 84.26% |
$63.3M - $68.7M
|
3.76M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.59M+ 38.18% |
$58.5M - $63.4M
|
5.74M
$216M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34M+ 126.08% |
$49.5M - $53.7M
|
2.41M
$90.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
757K+ 48.76% |
$27.9M - $30.3M
|
2.31M
$87M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
691K+ 174.23% |
$25.5M - $27.6M
|
1.09M
$41M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
617K+ 122.03% |
$22.7M - $24.7M
|
1.12M
$42.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
498K+ 57.02% |
$18.4M - $19.9M
|
1.37M
$51.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
424K+ 52.81% |
$15.6M - $17M
|
1.23M
$46.2M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
304KNew |
$11.2M - $12.2M
|
304K
$11.4M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
194KNew |
$7.14M - $7.74M
|
194K
$7.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
174K+ 100.47% |
$6.4M - $6.94M
|
346K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
147KNew |
$5.43M - $5.9M
|
147K
$5.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
132K+ 40.41% |
$4.86M - $5.28M
|
458K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
127K+ 41.21% |
$4.68M - $5.07M
|
435K
$16.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
118KNew |
$4.33M - $4.7M
|
118K
$4.42M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
117KNew |
$4.3M - $4.66M
|
117K
$4.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
110KNew |
$4.07M - $4.41M
|
110K
$4.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
108KNew |
$3.96M - $4.3M
|
108K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
99.7K+ 3.56% |
$3.67M - $3.99M
|
2.9M
$109M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
88.6KNew |
$3.27M - $3.55M
|
88.6K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
88.4K+ 31.75% |
$3.26M - $3.53M
|
367K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
79.7KNew |
$2.94M - $3.19M
|
79.7K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
72.9K+ 4.53% |
$2.69M - $2.92M
|
1.68M
$63.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
67.5K+ 93.53% |
$2.49M - $2.7M
|
140K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
64.3KNew |
$2.37M - $2.57M
|
64.3K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.9K+ 49153.08% |
$2.35M - $2.56M
|
64K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
62.3KNew |
$2.3M - $2.49M
|
62.3K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
53.4K+ 19.3% |
$1.97M - $2.14M
|
330K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.3K+ 117.26% |
$1.78M - $1.93M
|
89.5K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.6K+ 63.23% |
$1.72M - $1.86M
|
120K
$4.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46.2K+ 104.75% |
$1.7M - $1.85M
|
90.2K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
41.6KNew |
$1.53M - $1.66M
|
41.6K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.1K+ 20.7% |
$1.37M - $1.48M
|
216K
$8.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35.4K+ 71.1% |
$1.3M - $1.41M
|
85.1K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.9K+ 8.19% |
$1.14M - $1.24M
|
408K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.9K+ 272.76% |
$1.1M - $1.19M
|
40.8K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
28.8K+ 16.97% |
$1.06M - $1.15M
|
199K
$7.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25.7K+ 2.16% |
$947K - $1.03M
|
1.21M
$45.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24K+ 11.86% |
$884K - $960K
|
226K
$8.52M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
23.3KNew |
$858K - $931K
|
23.3K
$876K
|
|