Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-79.4K- 7.35% |
$2.67M - $3.19M
|
1M
$40.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.4K- 16.1% |
$687K - $822K
|
107K
$4.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.16K- 52.06% |
$207K - $248K
|
5.67K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.5K- 40.77% |
$118K - $141K
|
5.09K
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.76K- 4.33% |
$59.2K - $70.8K
|
38.9K
$1.58M
|
|
| Q1 2025 | |||||||
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-353K- 85.65% |
$13M - $14M
|
59.2K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-69.2K- 78.1% |
$2.55M - $2.74M
|
19.4K
$788K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-56.9K- 51.37% |
$2.09M - $2.25M
|
53.9K
$2.19M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21.6K- 13.0% |
$797K - $857K
|
145K
$5.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-21K- 24.17% |
$774K - $833K
|
66K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.4K- 12.8% |
$752K - $809K
|
139K
$5.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.7K- 43.32% |
$651K - $700K
|
23.1K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.2KClosed |
$486K - $523K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.35K- 6.55% |
$234K - $251K
|
90.5K
$3.68M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.02K- 9.66% |
$222K - $238K
|
56.3K
$2.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.03K- 2.2% |
$112K - $120K
|
135K
$5.48M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.87K- 2.56% |
$69K - $74.2K
|
71.2K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.84K- 20.27% |
$67.7K - $72.8K
|
7.23K
$294K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.61K- 6.91% |
$59.2K - $63.7K
|
21.7K
$881K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-517- 7.85% |
$19K - $20.5K
|
6.07K
$247K
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-125K- 70.78% |
$4.6M - $5M
|
51.6K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.2K- 64.14% |
$782K - $848K
|
11.9K
$482K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-997- 59.81% |
$34.9K - $37.8K
|
670
$27.2K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-37.1K- 63.0% |
$1.27M - $1.36M
|
21.8K
$885K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 48.49% |
$565K - $643K
|
21.6K
$878K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.65K- 0.86% |
$101K - $115K
|
420K
$17.1M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-50K- 25.0% |
$1.34M - $1.47M
|
150K
$6.09M
|
|