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 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-376K- 80.11% |
$12.6M - $15.1M
|
93.5K
$3.78M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-108K- 8.11% |
$3.63M - $4.35M
|
1.22M
$49.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-106K- 28.45% |
$3.55M - $4.25M
|
266K
$10.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-79.4K- 7.35% |
$2.67M - $3.19M
|
1M
$40.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-78.5K- 38.27% |
$2.64M - $3.16M
|
127K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-51.3K- 50.16% |
$1.72M - $2.06M
|
51K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-46.1K- 26.05% |
$1.55M - $1.85M
|
131K
$5.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-44.6K- 40.71% |
$1.5M - $1.79M
|
64.9K
$2.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.4K- 16.1% |
$687K - $822K
|
107K
$4.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.16K- 52.06% |
$207K - $248K
|
5.67K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.62K- 24.29% |
$189K - $226K
|
17.5K
$709K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.41K- 8.2% |
$182K - $218K
|
60.6K
$2.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.9K- 7.25% |
$131K - $157K
|
50K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.5K- 40.77% |
$118K - $141K
|
5.09K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.14K- 11.44% |
$105K - $126K
|
24.3K
$983K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.76K- 22.17% |
$92.9K - $111K
|
9.7K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.73K- 12.59% |
$91.7K - $110K
|
18.9K
$767K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.76K- 4.33% |
$59.2K - $70.8K
|
38.9K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.4K- 4.0% |
$47K - $56.2K
|
33.5K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.23K- 12.32% |
$41.4K - $49.6K
|
8.77K
$355K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-729- 7.67% |
$24.5K - $29.3K
|
8.78K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-700- 3.07% |
$23.5K - $28.2K
|
22.1K
$894K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-652- 5.79% |
$21.9K - $26.2K
|
10.6K
$430K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-580- 2.76% |
$19.5K - $23.3K
|
20.4K
$827K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-163- 2.57% |
$5.48K - $6.56K
|
6.19K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-98- 60.49% |
$3.29K - $3.94K
|
64
$2.59K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-50- 0.09% |
$1.68K - $2.01K
|
56.3K
$2.28M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21.6K- 13.0% |
$797K - $857K
|
145K
$5.87M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.84K- 20.27% |
$67.7K - $72.8K
|
7.23K
$293K
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-125K- 70.78% |
$4.6M - $5M
|
51.6K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.2K- 64.14% |
$782K - $848K
|
11.9K
$480K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 48.49% |
$565K - $643K
|
21.6K
$875K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.65K- 0.86% |
$101K - $115K
|
420K
$17M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-50K- 25.0% |
$1.34M - $1.47M
|
150K
$6.07M
|
|