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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.7KNew |
$375K - $406K
|
10.7K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10.1KNew |
$354K - $384K
|
10.1K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.97KNew |
$349K - $378K
|
9.97K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
9.85K+ 14.72% |
$345K - $374K
|
76.8K
$2.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
9K+ 50.31% |
$315K - $341K
|
26.9K
$995K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
8.16K+ 2.08% |
$286K - $309K
|
401K
$14.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.44KNew |
$261K - $282K
|
7.44K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.31KNew |
$256K - $277K
|
7.31K
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.04K+ 79.75% |
$247K - $267K
|
15.9K
$587K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.53KNew |
$229K - $248K
|
6.53K
$241K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.53KNew |
$229K - $248K
|
6.53K
$241K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.71KNew |
$200K - $217K
|
5.71K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.48KNew |
$192K - $208K
|
5.48K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.43KNew |
$190K - $206K
|
5.43K
$201K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.4KNew |
$189K - $205K
|
5.4K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.27K+ 21.09% |
$185K - $200K
|
30.2K
$1.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.87K+ 2.24% |
$171K - $185K
|
222K
$8.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.8K+ 3.72% |
$168K - $182K
|
134K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3KNew |
$105K - $114K
|
3K
$111K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.43K+ 30.6% |
$85.3K - $92.3K
|
10.4K
$384K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.37K+ 31.54% |
$82.9K - $89.8K
|
9.87K
$365K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.32K+ 23.65% |
$81.3K - $88.1K
|
12.1K
$449K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.23K+ 7.6% |
$77.9K - $84.4K
|
31.5K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 79.79% |
$40.1K - $43.4K
|
2.58K
$95.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
956+ 3.18% |
$33.5K - $36.3K
|
31K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
729+ 16.13% |
$25.5K - $27.7K
|
5.25K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
100+ 0.86% |
$3.5K - $3.79K
|
11.7K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
31+ 0.33% |
$1.09K - $1.18K
|
9.34K
$345K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.96KNew |
$238K - $255K
|
6.96K
$257K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.69KNew |
$195K - $208K
|
5.69K
$211K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450New |
$15.4K - $16.5K
|
450
$16.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
200New |
$6.84K - $7.32K
|
200
$7.4K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
309KNew |
$9.58M - $11M
|
309K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74.7K+ 17.56% |
$2.32M - $2.67M
|
500K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 22.25% |
$454K - $523K
|
80.4K
$2.97M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
553New |
$17.2K - $19.8K
|
553
$20.5K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
232+ 44.11% |
$7.2K - $8.29K
|
758
$28K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.79KNew |
$216K - $246K
|
7.79K
$288K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.2KNew |
$381K - $417K
|
14.2K
$525K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.27K+ 8.89% |
$138K - $152K
|
64.5K
$2.39M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
2.12KNew |
$51.5K - $60.3K
|
2.12K
$78.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
566New |
$13.8K - $16.1K
|
566
$20.9K
|
|