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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
39KNew |
$1.31M - $1.57M
|
39K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
38.6K+ 69.21% |
$1.3M - $1.55M
|
94.4K
$3.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
37.5KNew |
$1.26M - $1.51M
|
37.5K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
37K+ 258.72% |
$1.24M - $1.49M
|
51.2K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36K+ 8.16% |
$1.21M - $1.45M
|
477K
$19.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.3K+ 39.01% |
$1.02M - $1.22M
|
108K
$4.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
29.9KNew |
$1M - $1.2M
|
29.9K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
29.8K+ 19.24% |
$1M - $1.2M
|
185K
$7.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
28.3K+ 5.77% |
$952K - $1.14M
|
520K
$21M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.3K+ 43.01% |
$952K - $1.14M
|
94.2K
$3.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27.8K+ 7.55% |
$935K - $1.12M
|
396K
$16M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.7K+ 32.48% |
$898K - $1.08M
|
109K
$4.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.2K+ 2.42% |
$848K - $1.01M
|
1.07M
$43.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
25.1K+ 399.17% |
$845K - $1.01M
|
31.4K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.5K+ 33.36% |
$824K - $986K
|
98K
$3.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.5KNew |
$790K - $945K
|
23.5K
$951K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.4K+ 90.48% |
$754K - $903K
|
47.2K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.1KNew |
$643K - $770K
|
19.1K
$775K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.7K+ 29.98% |
$630K - $754K
|
81.2K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
15.7K+ 4.83% |
$528K - $632K
|
341K
$13.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15K+ 16.66% |
$504K - $603K
|
105K
$4.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.5K+ 19.05% |
$489K - $585K
|
90.9K
$3.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.4K+ 10.43% |
$485K - $581K
|
153K
$6.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
14K+ 22.21% |
$470K - $563K
|
77K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13.2K+ 4.93% |
$442K - $530K
|
280K
$11.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
12.4K+ 8.24% |
$415K - $497K
|
163K
$6.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12.1KNew |
$407K - $487K
|
12.1K
$490K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.1K+ 36.11% |
$405K - $485K
|
45.5K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.8K+ 6.72% |
$398K - $476K
|
188K
$7.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.5K+ 0.56% |
$386K - $463K
|
2.05M
$83.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
9.78K+ 6.57% |
$328K - $393K
|
159K
$6.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.79K+ 12.34% |
$295K - $354K
|
80K
$3.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
8.26K+ 309.25% |
$278K - $332K
|
10.9K
$442K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.59KNew |
$255K - $306K
|
7.59K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.53K+ 80.61% |
$253K - $303K
|
16.9K
$683K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.81K+ 102.15% |
$229K - $274K
|
13.5K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.61KNew |
$222K - $266K
|
6.61K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.7KNew |
$192K - $229K
|
5.7K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.69KNew |
$191K - $229K
|
5.69K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5.68KNew |
$191K - $228K
|
5.68K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.5K+ 26.57% |
$185K - $221K
|
26.2K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.31K+ 92.52% |
$178K - $213K
|
11K
$447K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.25KNew |
$177K - $211K
|
5.25K
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
5.14K+ 42.62% |
$173K - $207K
|
17.2K
$697K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.08K+ 67.89% |
$171K - $205K
|
12.6K
$509K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.87K+ 3.42% |
$164K - $196K
|
147K
$5.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.86K+ 3.6% |
$163K - $195K
|
140K
$5.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.62K+ 37.86% |
$155K - $186K
|
16.8K
$681K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
4.62K+ 2.99% |
$155K - $186K
|
159K
$6.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.48K+ 14.22% |
$150K - $180K
|
36K
$1.46M
|