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 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
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.01K+ 6.85% |
$80.3K - $86K
|
31.4K
$1.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
1.75K+ 5.85% |
$69.8K - $74.6K
|
31.6K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.56K+ 17.73% |
$62.1K - $66.4K
|
10.3K
$436K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.54K+ 15.38% |
$61.6K - $65.9K
|
11.6K
$489K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.06K+ 0.51% |
$42.2K - $45.2K
|
210K
$8.88M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
987+ 0.75% |
$39.4K - $42.2K
|
132K
$5.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
871+ 4.97% |
$34.8K - $37.2K
|
18.4K
$777K
|
|
|
Oct 08, 2025
Q3 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
749+ 3.39% |
$29.9K - $32K
|
22.8K
$964K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
402New |
$16.1K - $17.2K
|
402
$17K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
360New |
$14.4K - $15.4K
|
360
$15.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
200+ 3.51% |
$7.99K - $8.54K
|
5.89K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
173New |
$6.91K - $7.39K
|
173
$7.31K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-229- 3.86% |
$9.14K - $9.78K
|
5.71K
$241K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-233- 2.2% |
$9.3K - $9.95K
|
10.4K
$439K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-260- 1.81% |
$10.4K - $11.1K
|
14.1K
$595K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-950- 1.57% |
$37.9K - $40.6K
|
59.7K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.21K- 7.18% |
$48.2K - $51.6K
|
15.6K
$660K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-1.5K- 7.35% |
$59.9K - $64.1K
|
18.9K
$799K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.98K- 24.39% |
$119K - $127K
|
9.22K
$390K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.07K- 0.51% |
$202K - $217K
|
996K
$42.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.73K- 38.45% |
$269K - $288K
|
10.8K
$455K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.97K- 63.74% |
$278K - $298K
|
3.96K
$167K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-17.9K- 56.61% |
$715K - $765K
|
13.7K
$580K
|