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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.36M+ 135.38% |
$134M - $144M
|
5.84M
$247M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
533K+ 12.24% |
$21.3M - $22.8M
|
4.89M
$207M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
PUT |
455KNew |
$18.2M - $19.5M
|
455K
$19.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
453K+ 17.43% |
$18.1M - $19.4M
|
3.05M
$129M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
426KNew |
$17M - $18.2M
|
426K
$18M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
412KNew |
$16.5M - $17.6M
|
412K
$17.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
254KNew |
$10.2M - $10.9M
|
254K
$10.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
173K+ 48.03% |
$6.91M - $7.39M
|
533K
$22.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
117K+ 429.17% |
$4.66M - $4.99M
|
144K
$6.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
94.4K+ 23.84% |
$3.77M - $4.03M
|
491K
$20.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
88.1K+ 47.72% |
$3.52M - $3.76M
|
273K
$11.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
87.8K+ 175.68% |
$3.5M - $3.75M
|
138K
$5.82M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
82.3K+ 146.24% |
$3.29M - $3.51M
|
139K
$5.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.7K+ 14.18% |
$2.42M - $2.59M
|
489K
$20.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
60.6K+ 21.87% |
$2.42M - $2.59M
|
338K
$14.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
57.9K+ 34.59% |
$2.31M - $2.47M
|
225K
$9.52M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
54.1KNew |
$2.16M - $2.31M
|
54.1K
$2.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
51.3K+ 297.87% |
$2.05M - $2.19M
|
68.5K
$2.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
51.3K+ 2.62% |
$2.05M - $2.19M
|
2.01M
$84.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.7K+ 14.87% |
$1.98M - $2.12M
|
384K
$16.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
37.2K+ 13.77% |
$1.49M - $1.59M
|
308K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
32.7K+ 4.12% |
$1.31M - $1.4M
|
826K
$34.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31.9K+ 62.31% |
$1.27M - $1.36M
|
83.2K
$3.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
31.1K+ 2.1% |
$1.24M - $1.33M
|
1.51M
$63.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30K+ 4.18% |
$1.2M - $1.28M
|
746K
$31.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
28.7K+ 5.53% |
$1.15M - $1.23M
|
548K
$23.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.8K+ 18.6% |
$791K - $847K
|
126K
$5.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17KNew |
$678K - $725K
|
17K
$717K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
15.2K+ 184.73% |
$609K - $651K
|
23.5K
$992K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
14.6KNew |
$584K - $625K
|
14.6K
$618K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.3KNew |
$411K - $440K
|
10.3K
$435K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
8.88K+ 2.6% |
$355K - $379K
|
350K
$14.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.56KNew |
$262K - $280K
|
6.56K
$277K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.51K+ 14.31% |
$260K - $278K
|
52K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.22K+ 23.72% |
$248K - $266K
|
32.4K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.35KNew |
$213K - $228K
|
5.35K
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.33KNew |
$213K - $228K
|
5.33K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.57K+ 12.72% |
$183K - $195K
|
40.5K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
4.07K+ 10.44% |
$162K - $174K
|
43K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.74K+ 3.56% |
$149K - $160K
|
109K
$4.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.6K+ 18.79% |
$144K - $154K
|
22.7K
$961K
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.58K+ 1.96% |
$143K - $153K
|
186K
$7.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.4K+ 2.14% |
$136K - $145K
|
162K
$6.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.05K+ 25.2% |
$122K - $130K
|
15.2K
$640K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.88KNew |
$115K - $123K
|
2.88K
$122K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.84K+ 1.01% |
$113K - $121K
|
283K
$12M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.63K+ 51.74% |
$105K - $112K
|
7.72K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
2.34K+ 3.11% |
$93.4K - $100K
|
77.6K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.3K+ 3.89% |
$91.8K - $98.3K
|
61.4K
$2.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.01K+ 6.85% |
$80.3K - $86K
|
31.4K
$1.33M
|