Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
965KNew |
$26.8M - $30.5M
|
965K
$36.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
556K+ 3570.84% |
$15.4M - $17.6M
|
572K
$21.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
114K+ 52.26% |
$3.16M - $3.6M
|
331K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.4K+ 18.81% |
$1.87M - $2.13M
|
426K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.2K+ 12.25% |
$922K - $1.05M
|
305K
$11.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.2K+ 192.47% |
$784K - $893K
|
42.9K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.1K+ 74.81% |
$781K - $890K
|
65.8K
$2.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28KNew |
$776K - $885K
|
28K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.6KNew |
$600K - $683K
|
21.6K
$821K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.8K+ 2.87% |
$354K - $404K
|
457K
$17.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
11.9K+ 152.44% |
$331K - $377K
|
19.8K
$751K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11K+ 467.26% |
$306K - $348K
|
13.4K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.76KNew |
$243K - $277K
|
8.76K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.23K+ 27.15% |
$229K - $260K
|
38.6K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.79KNew |
$216K - $246K
|
7.79K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.34KNew |
$204K - $232K
|
7.34K
$279K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.18KNew |
$199K - $227K
|
7.18K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.93K+ 15.28% |
$192K - $219K
|
52.3K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.7K+ 6.48% |
$158K - $180K
|
93.6K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2KNew |
$55.5K - $63.3K
|
2K
$76K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.94K+ 13.35% |
$53.7K - $61.2K
|
16.4K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.45KNew |
$40.3K - $45.9K
|
1.45K
$55.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
526New |
$14.6K - $16.6K
|
526
$20K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22- 0.24% |
$611 - $696
|
9.24K
$351K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-350- 0.78% |
$9.72K - $11.1K
|
44.4K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-931- 6.94% |
$25.8K - $29.4K
|
12.5K
$475K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.77K- 18.58% |
$49.1K - $56K
|
7.75K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.65K- 0.86% |
$101K - $115K
|
420K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-5.56K- 1.95% |
$154K - $176K
|
280K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.19K- 1.77% |
$172K - $196K
|
343K
$13M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.6K- 14.76% |
$294K - $335K
|
61.2K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 48.49% |
$565K - $643K
|
21.6K
$821K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-719K- 36.28% |
$19.9M - $22.7M
|
1.26M
$48M
|