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 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2K+ 1.86% |
$73.6K - $79.2K
|
110K
$4.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.39K+ 4.63% |
$51.3K - $55.1K
|
31.5K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.03K+ 3.49% |
$38K - $40.9K
|
30.6K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
955+ 16.72% |
$35.1K - $37.8K
|
6.67K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
841+ 15.27% |
$30.9K - $33.3K
|
6.35K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
836+ 0.66% |
$30.8K - $33.1K
|
127K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
802New |
$29.5K - $31.8K
|
802
$30.6K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
680+ 9.56% |
$25K - $26.9K
|
7.79K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
578+ 3.79% |
$21.3K - $22.9K
|
15.8K
$603K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
438+ 4.88% |
$16.1K - $17.3K
|
9.41K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
336+ 3.25% |
$12.4K - $13.3K
|
10.7K
$406K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
300+ 11.19% |
$11K - $11.9K
|
2.98K
$114K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
292+ 2.48% |
$10.7K - $11.6K
|
12.1K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
291New |
$10.7K - $11.5K
|
291
$11.1K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
162New |
$5.96K - $6.41K
|
162
$6.17K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
64+ 1.13% |
$2.36K - $2.53K
|
5.73K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
62+ 0.62% |
$2.28K - $2.45K
|
10K
$381K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.1K+ 4.63% |
$630K - $684K
|
387K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.8KNew |
$471K - $511K
|
12.8K
$487K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
9.5KNew |
$350K - $380K
|
9.5K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.56KNew |
$316K - $342K
|
8.56K
$326K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
761New |
$28K - $30.4K
|
761
$29K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
650New |
$24K - $26K
|
650
$24.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
315New |
$11.6K - $12.6K
|
315
$12K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
237New |
$8.73K - $9.48K
|
237
$9.03K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
203+ 3.55% |
$7.48K - $8.12K
|
5.92K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9+ 0.06% |
$332 - $360
|
14.3K
$546K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.4KNew |
$924K - $1M
|
26.4K
$1M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18KNew |
$631K - $683K
|
18K
$686K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
13.4KNew |
$468K - $507K
|
13.4K
$509K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.44KNew |
$261K - $282K
|
7.44K
$284K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.53KNew |
$229K - $248K
|
6.53K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.53KNew |
$229K - $248K
|
6.53K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3KNew |
$105K - $114K
|
3K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
100+ 0.86% |
$3.5K - $3.79K
|
11.7K
$447K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.69KNew |
$195K - $208K
|
5.69K
$217K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450New |
$15.4K - $16.5K
|
450
$17.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
200New |
$6.84K - $7.32K
|
200
$7.62K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
309KNew |
$9.58M - $11M
|
309K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74.7K+ 17.56% |
$2.32M - $2.67M
|
500K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 22.25% |
$454K - $523K
|
80.4K
$3.06M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
553New |
$17.2K - $19.8K
|
553
$21.1K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.2KNew |
$381K - $417K
|
14.2K
$541K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.27K+ 8.89% |
$138K - $152K
|
64.5K
$2.46M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
2.12KNew |
$51.5K - $60.3K
|
2.12K
$80.7K
|
|