Purchases and Sales Made in Q3 2025 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 2025. 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 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.36M+ 135.38% |
$134M - $144M
|
5.84M
$247M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
533K+ 12.24% |
$21.3M - $22.8M
|
4.89M
$207M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
453K+ 17.43% |
$18.1M - $19.4M
|
3.05M
$129M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
426KNew |
$17M - $18.2M
|
426K
$18M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
412KNew |
$16.5M - $17.6M
|
412K
$17.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
384K+ 411.25% |
$15.3M - $16.4M
|
478K
$20.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
254KNew |
$10.2M - $10.9M
|
254K
$10.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
173K+ 48.03% |
$6.91M - $7.39M
|
533K
$22.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
117K+ 429.17% |
$4.66M - $4.99M
|
144K
$6.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
94.4K+ 23.84% |
$3.77M - $4.03M
|
491K
$20.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
88.1K+ 47.72% |
$3.52M - $3.76M
|
273K
$11.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
87.8K+ 175.68% |
$3.5M - $3.75M
|
138K
$5.82M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
82.3K+ 146.24% |
$3.29M - $3.51M
|
139K
$5.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.7K+ 14.18% |
$2.42M - $2.59M
|
489K
$20.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
60.6K+ 21.87% |
$2.42M - $2.59M
|
338K
$14.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
57.9K+ 34.59% |
$2.31M - $2.47M
|
225K
$9.52M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
54.1KNew |
$2.16M - $2.31M
|
54.1K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
51.3K+ 2.62% |
$2.05M - $2.19M
|
2.01M
$84.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
51.3K+ 297.87% |
$2.05M - $2.19M
|
68.5K
$2.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.7K+ 14.87% |
$1.98M - $2.12M
|
384K
$16.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
37.2K+ 13.77% |
$1.49M - $1.59M
|
308K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
32.7K+ 4.12% |
$1.31M - $1.4M
|
826K
$34.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31.9K+ 62.31% |
$1.27M - $1.36M
|
83.2K
$3.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
31.1K+ 2.1% |
$1.24M - $1.33M
|
1.51M
$63.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30K+ 4.18% |
$1.2M - $1.28M
|
746K
$31.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
28.7K+ 5.53% |
$1.15M - $1.23M
|
548K
$23.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.8K+ 18.6% |
$791K - $847K
|
126K
$5.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17KNew |
$678K - $725K
|
17K
$717K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
15.2K+ 184.73% |
$609K - $651K
|
23.5K
$992K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
14.6KNew |
$584K - $625K
|
14.6K
$618K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11K+ 45.15% |
$438K - $469K
|
35.3K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.3KNew |
$411K - $440K
|
10.3K
$435K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
8.88K+ 2.6% |
$355K - $379K
|
350K
$14.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.56KNew |
$262K - $280K
|
6.56K
$277K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.51K+ 14.31% |
$260K - $278K
|
52K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.22K+ 23.72% |
$248K - $266K
|
32.4K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.35KNew |
$213K - $228K
|
5.35K
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.33KNew |
$213K - $228K
|
5.33K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.57K+ 12.72% |
$183K - $195K
|
40.5K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
4.07K+ 10.44% |
$162K - $174K
|
43K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.74K+ 3.56% |
$149K - $160K
|
109K
$4.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.6K+ 18.79% |
$144K - $154K
|
22.7K
$961K
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.58K+ 1.96% |
$143K - $153K
|
186K
$7.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.4K+ 2.14% |
$136K - $145K
|
162K
$6.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.05K+ 25.2% |
$122K - $130K
|
15.2K
$640K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.88KNew |
$115K - $123K
|
2.88K
$122K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.84K+ 1.01% |
$113K - $121K
|
283K
$12M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.63K+ 51.74% |
$105K - $112K
|
7.72K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
2.34K+ 3.11% |
$93.4K - $100K
|
77.6K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.3K+ 3.89% |
$91.8K - $98.3K
|
61.4K
$2.6M
|