Purchases and Sales Made in Q3 2024 in Putnam ETF Tr Putnam Focused L (PVAL)
This table provides information about the institutional ownership of Putnam ETF Tr Putnam Focused L (PVAL) during Q3 2024. The information is specifically focused on institutions that hold shares of PUTNAM ETF TR PUTNAM FOCUSED L.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.61MNew |
$56.3M - $61M
|
1.61M
$60.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
251K+ 335.38% |
$8.81M - $9.54M
|
326K
$12.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
202K+ 14.79% |
$7.07M - $7.66M
|
1.57M
$59M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
179KNew |
$6.27M - $6.79M
|
179K
$6.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
170KNew |
$5.94M - $6.44M
|
170K
$6.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
164KNew |
$5.75M - $6.23M
|
164K
$6.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
147K+ 353.28% |
$5.16M - $5.59M
|
189K
$7.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
141KNew |
$4.95M - $5.36M
|
141K
$5.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
139KNew |
$4.88M - $5.28M
|
139K
$5.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
111K+ 10.24% |
$3.87M - $4.19M
|
1.19M
$44.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.3K+ 88.81% |
$2.95M - $3.2M
|
179K
$6.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78.6K+ 93.87% |
$2.76M - $2.98M
|
162K
$6.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
73KNew |
$2.56M - $2.77M
|
73K
$2.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.3K+ 55.62% |
$2.53M - $2.74M
|
202K
$7.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48.5K+ 11566.83% |
$1.7M - $1.84M
|
48.9K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
47.9KNew |
$1.68M - $1.82M
|
47.9K
$1.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44.1KNew |
$1.54M - $1.67M
|
44.1K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
39.7K+ 33.39% |
$1.39M - $1.51M
|
159K
$5.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30.8KNew |
$1.08M - $1.17M
|
30.8K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.4KNew |
$924K - $1M
|
26.4K
$994K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23.7K+ 67.94% |
$828K - $897K
|
58.5K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.8K+ 13.01% |
$587K - $636K
|
146K
$5.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
13.4KNew |
$468K - $507K
|
13.4K
$504K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$384K - $415K
|
10.9K
$413K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10.1KNew |
$354K - $384K
|
10.1K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.97KNew |
$349K - $378K
|
9.97K
$376K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
8.16K+ 2.08% |
$286K - $309K
|
401K
$15.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.04K+ 79.75% |
$247K - $267K
|
15.9K
$598K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.53KNew |
$229K - $248K
|
6.53K
$246K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.71KNew |
$200K - $217K
|
5.71K
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.48KNew |
$192K - $208K
|
5.48K
$207K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.4KNew |
$189K - $205K
|
5.4K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.27K+ 21.09% |
$185K - $200K
|
30.2K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.87K+ 2.24% |
$171K - $185K
|
222K
$8.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.43K+ 30.6% |
$85.3K - $92.3K
|
10.4K
$391K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.37K+ 31.54% |
$82.9K - $89.8K
|
9.87K
$372K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.32K+ 23.65% |
$81.3K - $88.1K
|
12.1K
$457K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.23K+ 7.6% |
$77.9K - $84.4K
|
31.5K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 79.79% |
$40.1K - $43.4K
|
2.58K
$97.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-904- 2.07% |
$31.7K - $34.3K
|
42.8K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.35K- 4.15% |
$47.4K - $51.3K
|
31.2K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-48.2K- 29.84% |
$1.69M - $1.83M
|
113K
$4.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-172K- 17.68% |
$6.04M - $6.54M
|
803K
$30.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-183K- 31.47% |
$6.42M - $6.95M
|
399K
$15M
|