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, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.56M+ 102.38% |
$53.3M - $57M
|
3.08M
$113M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.47M+ 1392.54% |
$50.3M - $53.8M
|
1.57M
$57.9M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
581K+ 147.21% |
$19.9M - $21.3M
|
975K
$35.9M
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
393KNew |
$13.4M - $14.4M
|
393K
$14.4M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
342K+ 49.67% |
$11.7M - $12.5M
|
1.03M
$37.9M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
218KNew |
$7.44M - $7.96M
|
218K
$8M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
192K+ 51.75% |
$6.56M - $7.02M
|
563K
$20.7M
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
162KNew |
$5.53M - $5.92M
|
162K
$5.95M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
139K+ 94.22% |
$4.75M - $5.08M
|
286K
$10.5M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
129KNew |
$4.4M - $4.71M
|
129K
$4.74M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
119KNew |
$4.06M - $4.35M
|
119K
$4.37M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92.9K+ 250.4% |
$3.18M - $3.4M
|
130K
$4.78M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80KNew |
$2.74M - $2.93M
|
80K
$2.94M
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
75KNew |
$2.56M - $2.74M
|
75K
$2.76M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60.6K+ 19.89% |
$2.07M - $2.22M
|
365K
$13.4M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.6KNew |
$2M - $2.14M
|
58.6K
$2.15M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.5KNew |
$1.79M - $1.92M
|
52.5K
$1.93M
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
41.7KNew |
$1.43M - $1.53M
|
41.7K
$1.53M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.1K+ 106.41% |
$1.3M - $1.4M
|
74K
$2.72M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.3K+ 5.93% |
$933K - $999K
|
487K
$17.9M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
26.1KNew |
$892K - $954K
|
26.1K
$959K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.6K+ 41.63% |
$842K - $901K
|
83.8K
$3.08M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.4K+ 32.81% |
$802K - $858K
|
94.9K
$3.49M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
21.8K+ 2.07% |
$746K - $799K
|
1.08M
$39.7M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
17.9KNew |
$612K - $655K
|
17.9K
$658K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
17.9K+ 36.46% |
$612K - $654K
|
66.9K
$2.46M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12K+ 600.75% |
$411K - $440K
|
14K
$515K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12KNew |
$410K - $438K
|
12K
$441K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
9.81KNew |
$336K - $359K
|
9.81K
$361K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.83KNew |
$302K - $323K
|
8.83K
$324K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
7.66K+ 34.24% |
$262K - $280K
|
30K
$1.1M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.5KNew |
$257K - $275K
|
7.5K
$276K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.96KNew |
$238K - $255K
|
6.96K
$256K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.68KNew |
$228K - $244K
|
6.68K
$246K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.69KNew |
$195K - $208K
|
5.69K
$209K
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.42K+ 27.68% |
$185K - $198K
|
25K
$918K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.23K+ 3043.02% |
$179K - $192K
|
5.41K
$199K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.03K+ 14.14% |
$138K - $148K
|
32.5K
$1.2M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.9K+ 0.67% |
$133K - $143K
|
582K
$21.4M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.07K+ 211.29% |
$105K - $112K
|
4.52K
$166K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.83K+ 2.24% |
$96.7K - $103K
|
129K
$4.74M
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.67KNew |
$57K - $61K
|
1.67K
$61.3K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.44KNew |
$49.1K - $52.5K
|
1.44K
$52.8K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11KNew |
$37.9K - $40.5K
|
1.11K
$40.7K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450New |
$15.4K - $16.5K
|
450
$16.5K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
419New |
$14.3K - $15.3K
|
419
$15.4K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
200+ 0.69% |
$6.84K - $7.32K
|
29.3K
$1.08M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
200New |
$6.84K - $7.32K
|
200
$7.35K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29+ 0.31% |
$992 - $1.06K
|
9.3K
$342K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26+ 0.04% |
$889 - $951
|
59.3K
$2.18M
|