Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.06MNew |
$32.8M - $37.8M
|
1.06M
$41.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
581K+ 533.64% |
$18M - $20.7M
|
689K
$26.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
557K+ 57.74% |
$17.3M - $19.9M
|
1.52M
$59.4M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
309KNew |
$9.58M - $11M
|
309K
$12M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
256K+ 20.31% |
$7.96M - $9.16M
|
1.52M
$59.2M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
147KNew |
$4.57M - $5.26M
|
147K
$5.74M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
106KNew |
$3.27M - $3.77M
|
106K
$4.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90K+ 29.56% |
$2.79M - $3.22M
|
395K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74.7K+ 17.56% |
$2.32M - $2.67M
|
500K
$19.5M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
58.9KNew |
$1.83M - $2.1M
|
58.9K
$2.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
49.8K+ 230.64% |
$1.55M - $1.78M
|
71.4K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
39.5K+ 11.91% |
$1.22M - $1.41M
|
371K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.8KNew |
$1.11M - $1.28M
|
35.8K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
29.3K+ 148.37% |
$909K - $1.05M
|
49.1K
$1.91M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
22.4KNew |
$694K - $799K
|
22.4K
$872K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
19.8KNew |
$614K - $707K
|
19.8K
$771K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.3K+ 37.92% |
$505K - $581K
|
59.2K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.2K+ 16.19% |
$471K - $542K
|
109K
$4.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 22.25% |
$454K - $523K
|
80.4K
$3.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.34K+ 1.11% |
$197K - $226K
|
578K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.94KNew |
$184K - $212K
|
5.94K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.77KNew |
$179K - $206K
|
5.77K
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.33K+ 72.55% |
$165K - $190K
|
12.7K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.13K+ 19.04% |
$97.1K - $112K
|
19.6K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.53K+ 0.55% |
$78.4K - $90.2K
|
460K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.53K+ 19.68% |
$47.3K - $54.5K
|
9.28K
$362K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
775+ 10.79% |
$24K - $27.7K
|
7.96K
$310K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
553New |
$17.2K - $19.8K
|
553
$21.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
544+ 1.95% |
$16.9K - $19.4K
|
28.5K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
232+ 44.11% |
$7.2K - $8.29K
|
758
$29.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
55+ 0.12% |
$1.71K - $1.97K
|
44.5K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22+ 0.04% |
$683 - $786
|
52.3K
$2.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.02% |
$31 - $35.7
|
5.94K
$231K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.02% |
$31 - $35.7
|
5.94K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-200- 7.43% |
$6.21K - $7.15K
|
2.49K
$97.2K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-857- 6.86% |
$26.6K - $30.6K
|
11.6K
$453K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.46K- 3.78% |
$45.2K - $52.1K
|
37.1K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.92K- 3.13% |
$59.5K - $68.5K
|
59.3K
$2.31M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.23K- 96.82% |
$162K - $187K
|
172
$6.71K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.2K- 98.71% |
$410K - $472K
|
172
$6.71K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.7K- 11.28% |
$1.2M - $1.38M
|
304K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-153K- 54.87% |
$4.76M - $5.48M
|
126K
$4.92M
|