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 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3KNew |
$967K - $1.04M
|
26.3K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
25.8K+ 22.13% |
$950K - $1.02M
|
142K
$5.79M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.8KNew |
$913K - $982K
|
24.8K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
22.9KNew |
$841K - $905K
|
22.9K
$929K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
21.6K+ 7.11% |
$795K - $855K
|
326K
$13.2M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
21KNew |
$773K - $831K
|
21K
$853K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.2K+ 35.23% |
$744K - $800K
|
77.6K
$3.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.5KNew |
$643K - $692K
|
17.5K
$710K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
17.3KNew |
$635K - $683K
|
17.3K
$701K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
17KNew |
$625K - $673K
|
17K
$691K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.5K+ 86.33% |
$569K - $613K
|
33.4K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.3KNew |
$526K - $566K
|
14.3K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
14.1K+ 10.4% |
$521K - $560K
|
150K
$6.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
13K+ 44.34% |
$477K - $513K
|
42.2K
$1.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.7K+ 14.08% |
$467K - $503K
|
103K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.6KNew |
$464K - $499K
|
12.6K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$459K - $494K
|
12.5K
$507K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
12.3KNew |
$453K - $487K
|
12.3K
$500K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.1K+ 4277.46% |
$447K - $481K
|
12.4K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.3K+ 12.96% |
$380K - $409K
|
90K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.44K+ 14.75% |
$347K - $374K
|
73.5K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.3KNew |
$342K - $368K
|
9.3K
$378K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
9.07K+ 6.49% |
$334K - $359K
|
149K
$6.04M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8.93KNew |
$329K - $353K
|
8.93K
$363K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.93KNew |
$292K - $314K
|
7.93K
$322K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.49KNew |
$276K - $296K
|
7.49K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
7.46KNew |
$275K - $295K
|
7.46K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
7.36K+ 4.99% |
$271K - $291K
|
155K
$6.29M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
7.05K+ 4.15% |
$259K - $279K
|
177K
$7.19M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.84KNew |
$252K - $271K
|
6.84K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.64KNew |
$244K - $263K
|
6.64K
$270K
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
6.63K+ 3.34% |
$244K - $262K
|
205K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.47KNew |
$238K - $256K
|
6.47K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
6.3KNew |
$232K - $249K
|
6.3K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.05K+ 10.11% |
$223K - $239K
|
65.9K
$2.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.73K+ 88.5% |
$211K - $227K
|
12.2K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.79K+ 2.48% |
$176K - $190K
|
198K
$8.06M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
4.77K+ 3.19% |
$175K - $189K
|
154K
$6.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
4.35K+ 2.49% |
$160K - $172K
|
179K
$7.28M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.9K+ 22.05% |
$144K - $154K
|
21.6K
$877K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.75K+ 49.97% |
$138K - $149K
|
11.3K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.2K+ 34.15% |
$118K - $127K
|
12.6K
$511K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.05K+ 7261.9% |
$112K - $121K
|
3.09K
$126K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3K+ 16.95% |
$110K - $119K
|
20.7K
$841K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.88K+ 8.97% |
$106K - $114K
|
34.9K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
2.67KNew |
$98.3K - $106K
|
2.67K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.65K+ 7.93% |
$97.4K - $105K
|
36K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.39K+ 34.45% |
$88.1K - $94.8K
|
9.34K
$380K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.13K+ 8.42% |
$78.4K - $84.4K
|
27.4K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.11K+ 10.22% |
$77.7K - $83.6K
|
22.8K
$926K
|