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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
370KNew |
$13M - $14M
|
370K
$13.9M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.53KNew |
$229K - $248K
|
6.53K
$245K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
65.5K+ 980.04% |
$2.29M - $2.48M
|
72.1K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.07M+ 34.81% |
$37.6M - $40.7M
|
4.15M
$156M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.5K+ 3.8% |
$649K - $703K
|
506K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.43KNew |
$190K - $206K
|
5.43K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.4K+ 35.01% |
$644K - $697K
|
70.8K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.2K+ 193.86% |
$952K - $1.03M
|
41.2K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.24M+ 398.0% |
$78.5M - $85M
|
2.8M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 17854.6% |
$37.1M - $40.2M
|
1.07M
$40.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
729+ 16.13% |
$25.5K - $27.7K
|
5.25K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
173KNew |
$6.05M - $6.55M
|
173K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36K- 45.0% |
$1.26M - $1.37M
|
44K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.1KNew |
$1.16M - $1.25M
|
33.1K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.65K- 2.67% |
$268K - $290K
|
278K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.28K- 97.6% |
$185K - $200K
|
130
$4.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.7KNew |
$550K - $596K
|
15.7K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
31+ 0.33% |
$1.09K - $1.18K
|
9.34K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
277KNew |
$9.7M - $10.5M
|
277K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
9.85K+ 14.72% |
$345K - $374K
|
76.8K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
123KNew |
$4.32M - $4.68M
|
123K
$4.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 3.42% |
$437K - $474K
|
378K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.99K- 3.36% |
$69.8K - $75.6K
|
57.3K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-535- 21.47% |
$18.7K - $20.3K
|
1.96K
$73.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73.7KNew |
$2.58M - $2.79M
|
73.7K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
521K+ 50.53% |
$18.3M - $19.8M
|
1.55M
$58.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
464K+ 29.47% |
$16.3M - $17.6M
|
2.04M
$76.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.22K- 26.7% |
$183K - $198K
|
14.3K
$538K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.31KNew |
$256K - $277K
|
7.31K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
873K+ 78836.95% |
$30.6M - $33.1M
|
874K
$32.8M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
100+ 0.86% |
$3.5K - $3.79K
|
11.7K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
72.2KNew |
$2.53M - $2.74M
|
72.2K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3KNew |
$105K - $114K
|
3K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
956+ 3.18% |
$33.5K - $36.3K
|
31K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-701- 2.69% |
$24.6K - $26.6K
|
25.4K
$954K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.8K+ 3.72% |
$168K - $182K
|
134K
$5.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
37.7K+ 314.98% |
$1.32M - $1.43M
|
49.7K
$1.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.7KNew |
$375K - $406K
|
10.7K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41K+ 69.97% |
$1.44M - $1.55M
|
99.5K
$3.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 29.32% |
$536K - $581K
|
67.5K
$2.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-997- 59.81% |
$34.9K - $37.8K
|
670
$25.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18KNew |
$631K - $683K
|
18K
$677K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$379K - $411K
|
10.8K
$407K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
9K+ 50.31% |
$315K - $341K
|
26.9K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
234K+ 316.06% |
$8.19M - $8.87M
|
308K
$11.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
176KNew |
$6.18M - $6.7M
|
176K
$6.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.44KNew |
$261K - $282K
|
7.44K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.35K- 4.15% |
$47.4K - $51.3K
|
31.2K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48.5K+ 11566.83% |
$1.7M - $1.84M
|
48.9K
$1.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
73KNew |
$2.56M - $2.77M
|
73K
$2.74M
|