Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
112K+ 786.72% |
$2.93M - $3.21M
|
126K
$4.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
69.1K+ 96.5% |
$1.81M - $1.99M
|
141K
$5.37M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
54.6KNew |
$1.43M - $1.57M
|
54.6K
$2.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
50.2K+ 2.47% |
$1.32M - $1.44M
|
2.08M
$79.6M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.1KNew |
$765K - $838K
|
29.1K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.1KNew |
$686K - $752K
|
26.1K
$997K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
20.8K+ 10.97% |
$547K - $599K
|
210K
$8.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 12.1% |
$515K - $565K
|
182K
$6.94M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.4K+ 8.64% |
$431K - $472K
|
206K
$7.88M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.35KNew |
$219K - $240K
|
8.35K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.74KNew |
$203K - $223K
|
7.74K
$295K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.27K+ 8.89% |
$138K - $152K
|
64.5K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.46K+ 14.05% |
$117K - $128K
|
36.2K
$1.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.9K+ 16.08% |
$76.3K - $83.6K
|
21K
$800K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 2.3% |
$35.6K - $39K
|
60.3K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.05K+ 86.8% |
$27.6K - $30.3K
|
2.26K
$86.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
100+ 4.76% |
$2.63K - $2.88K
|
2.2K
$84K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.25K- 1.22% |
$32.9K - $36K
|
101K
$3.86M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.43K- 1.44% |
$169K - $185K
|
440K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.7K- 8.5% |
$780K - $855K
|
319K
$12.2M
|