Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.72M+ 84.26% |
$63.3M - $68.7M
|
3.76M
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.59M+ 38.18% |
$58.5M - $63.4M
|
5.74M
$219M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34M+ 126.08% |
$49.5M - $53.7M
|
2.41M
$92M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
757K+ 48.76% |
$27.9M - $30.3M
|
2.31M
$88.2M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
691K+ 174.23% |
$25.5M - $27.6M
|
1.09M
$41.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
617K+ 122.03% |
$22.7M - $24.7M
|
1.12M
$42.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
498K+ 57.02% |
$18.4M - $19.9M
|
1.37M
$52.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
424K+ 52.81% |
$15.6M - $17M
|
1.23M
$46.9M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
304KNew |
$11.2M - $12.2M
|
304K
$11.6M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
194KNew |
$7.14M - $7.74M
|
194K
$7.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
174K+ 100.47% |
$6.4M - $6.94M
|
346K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
164K+ 86.5% |
$6.03M - $6.54M
|
353K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
161K+ 10.29% |
$5.94M - $6.44M
|
1.73M
$66M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
147KNew |
$5.43M - $5.9M
|
147K
$5.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
132K+ 40.41% |
$4.86M - $5.28M
|
458K
$17.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
127K+ 41.21% |
$4.68M - $5.07M
|
435K
$16.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
118KNew |
$4.33M - $4.7M
|
118K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
117KNew |
$4.3M - $4.66M
|
117K
$4.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
110KNew |
$4.07M - $4.41M
|
110K
$4.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
108KNew |
$3.96M - $4.3M
|
108K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
99.7K+ 3.56% |
$3.67M - $3.99M
|
2.9M
$111M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
95.4K+ 58.7% |
$3.51M - $3.81M
|
258K
$9.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
88.6KNew |
$3.27M - $3.55M
|
88.6K
$3.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
88.4K+ 31.75% |
$3.26M - $3.53M
|
367K
$14M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
80.5K+ 775.1% |
$2.97M - $3.22M
|
90.9K
$3.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
79.7KNew |
$2.94M - $3.19M
|
79.7K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
72.9K+ 4.53% |
$2.69M - $2.92M
|
1.68M
$64.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
67.5K+ 93.53% |
$2.49M - $2.7M
|
140K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
64.3KNew |
$2.37M - $2.57M
|
64.3K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.9K+ 49153.08% |
$2.35M - $2.56M
|
64K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
62.3KNew |
$2.3M - $2.49M
|
62.3K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
53.4K+ 19.3% |
$1.97M - $2.14M
|
330K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.3K+ 117.26% |
$1.78M - $1.93M
|
89.5K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.6K+ 63.23% |
$1.72M - $1.86M
|
120K
$4.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46.2K+ 104.75% |
$1.7M - $1.85M
|
90.2K
$3.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
41.6KNew |
$1.53M - $1.66M
|
41.6K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.1K+ 20.7% |
$1.37M - $1.48M
|
216K
$8.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35.4K+ 71.1% |
$1.3M - $1.41M
|
85.1K
$3.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31.3K+ 101.61% |
$1.15M - $1.25M
|
62.1K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.9K+ 8.19% |
$1.14M - $1.24M
|
408K
$15.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.9K+ 272.76% |
$1.1M - $1.19M
|
40.8K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
28.8K+ 16.97% |
$1.06M - $1.15M
|
199K
$7.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25.7K+ 2.16% |
$947K - $1.03M
|
1.21M
$46.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24K+ 11.86% |
$884K - $960K
|
226K
$8.64M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
23.3KNew |
$858K - $931K
|
23.3K
$889K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
20.8K+ 35.53% |
$765K - $831K
|
79.2K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
20.7KNew |
$762K - $826K
|
20.7K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.1K+ 8.13% |
$667K - $723K
|
241K
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.9KNew |
$661K - $717K
|
17.9K
$685K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.1K+ 4.63% |
$630K - $684K
|
387K
$14.8M
|