Latest Institutional Transactions on Putnam ETF Tr Putnam Focused L (PVAL)
This table provides information on the latest institutional transactions involving Putnam ETF Tr Putnam Focused L (PVAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
108KNew |
$3.96M - $4.3M
|
108K
$4.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46.2K+ 104.75% |
$1.7M - $1.85M
|
90.2K
$3.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
650New |
$24K - $26K
|
650
$25.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-125K- 70.78% |
$4.6M - $5M
|
51.6K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-34.8K- 23.92% |
$1.28M - $1.39M
|
111K
$4.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
203+ 3.55% |
$7.48K - $8.12K
|
5.92K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
9.5KNew |
$350K - $380K
|
9.5K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.9K+ 272.76% |
$1.1M - $1.19M
|
40.8K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
41.6KNew |
$1.53M - $1.66M
|
41.6K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.72K+ 48.66% |
$284K - $309K
|
23.6K
$919K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.1K+ 20.7% |
$1.37M - $1.48M
|
216K
$8.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
8.97KNew |
$331K - $359K
|
8.97K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
132K+ 40.41% |
$4.86M - $5.28M
|
458K
$17.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
161K+ 10.29% |
$5.94M - $6.44M
|
1.73M
$67.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
10.6K+ 6.45% |
$391K - $424K
|
175K
$6.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
875+ 2.81% |
$32.2K - $35K
|
32.1K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.46K+ 44.05% |
$164K - $178K
|
14.6K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
88.6KNew |
$3.27M - $3.55M
|
88.6K
$3.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31.3K+ 101.61% |
$1.15M - $1.25M
|
62.1K
$2.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
761New |
$28K - $30.4K
|
761
$29.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
20.7KNew |
$762K - $826K
|
20.7K
$806K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.1K+ 8.13% |
$667K - $723K
|
241K
$9.38M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
11.4K+ 7.2% |
$420K - $456K
|
170K
$6.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.56KNew |
$316K - $342K
|
8.56K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
164K+ 86.5% |
$6.03M - $6.54M
|
353K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
95.4K+ 58.7% |
$3.51M - $3.81M
|
258K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-689- 2.28% |
$25.4K - $27.6K
|
29.6K
$1.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.14K- 0.54% |
$78.7K - $85.5K
|
397K
$15.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
80.5K+ 775.1% |
$2.97M - $3.22M
|
90.9K
$3.54M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
370KNew |
$13M - $14M
|
370K
$14.4M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.53KNew |
$229K - $248K
|
6.53K
$255K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
65.5K+ 980.04% |
$2.29M - $2.48M
|
72.1K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.24M+ 398.0% |
$78.5M - $85M
|
2.8M
$109M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.2K+ 193.86% |
$952K - $1.03M
|
41.2K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.4K+ 35.01% |
$644K - $697K
|
70.8K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.43KNew |
$190K - $206K
|
5.43K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.5K+ 3.8% |
$649K - $703K
|
506K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.07M+ 34.81% |
$37.6M - $40.7M
|
4.15M
$162M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 17854.6% |
$37.1M - $40.2M
|
1.07M
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
729+ 16.13% |
$25.5K - $27.7K
|
5.25K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
173KNew |
$6.05M - $6.55M
|
173K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36K- 45.0% |
$1.26M - $1.37M
|
44K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.1KNew |
$1.16M - $1.25M
|
33.1K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.65K- 2.67% |
$268K - $290K
|
278K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.28K- 97.6% |
$185K - $200K
|
130
$5.07K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.7KNew |
$550K - $596K
|
15.7K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
31+ 0.33% |
$1.09K - $1.18K
|
9.34K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
9.85K+ 14.72% |
$345K - $374K
|
76.8K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
277KNew |
$9.7M - $10.5M
|
277K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.31KNew |
$256K - $277K
|
7.31K
$285K
|
|