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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.34K- 0.97% |
$49.5K - $53.7K
|
138K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
64.3KNew |
$2.37M - $2.57M
|
64.3K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24K+ 11.86% |
$884K - $960K
|
226K
$8.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$380K - $413K
|
10.3K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.59M+ 38.18% |
$58.5M - $63.4M
|
5.74M
$222M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.34K+ 8.69% |
$86.1K - $93.4K
|
29.2K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
99.7K+ 3.56% |
$3.67M - $3.99M
|
2.9M
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
174K+ 100.47% |
$6.4M - $6.94M
|
346K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.9KNew |
$661K - $717K
|
17.9K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36+ 0.39% |
$1.33K - $1.44K
|
9.37K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.2K- 64.14% |
$782K - $848K
|
11.9K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
23.3KNew |
$858K - $931K
|
23.3K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
260+ 4.95% |
$9.58K - $10.4K
|
5.51K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34M+ 126.08% |
$49.5M - $53.7M
|
2.41M
$93.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.72M+ 84.26% |
$63.3M - $68.7M
|
3.76M
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.9K+ 49153.08% |
$2.35M - $2.56M
|
64K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2K+ 12.74% |
$73.7K - $80K
|
17.7K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.34K+ 127.87% |
$344K - $374K
|
16.6K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.67KNew |
$209K - $227K
|
5.67K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
147KNew |
$5.43M - $5.9M
|
147K
$5.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-76- 0.3% |
$2.8K - $3.04K
|
25.3K
$979K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.2KNew |
$487K - $528K
|
13.2K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.16K+ 21.27% |
$42.6K - $46.2K
|
6.59K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.4K+ 22.77% |
$605K - $657K
|
88.6K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
617K+ 122.03% |
$22.7M - $24.7M
|
1.12M
$43.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.58K+ 2.09% |
$95K - $103K
|
126K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
765New |
$28.2K - $30.6K
|
765
$29.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
757K+ 48.76% |
$27.9M - $30.3M
|
2.31M
$89.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.8KNew |
$471K - $511K
|
12.8K
$495K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.76K- 16.25% |
$64.9K - $70.4K
|
9.07K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.4K- 97.35% |
$384K - $416K
|
284
$11K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.41K+ 7.78% |
$88.8K - $96.4K
|
33.4K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.48KNew |
$239K - $259K
|
6.48K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112New |
$4.13K - $4.48K
|
112
$4.33K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
127K+ 41.21% |
$4.68M - $5.07M
|
435K
$16.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
88.4K+ 31.75% |
$3.26M - $3.53M
|
367K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 17.69% |
$440K - $478K
|
79.5K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
118KNew |
$4.33M - $4.7M
|
118K
$4.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
498K+ 57.02% |
$18.4M - $19.9M
|
1.37M
$53.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
424K+ 52.81% |
$15.6M - $17M
|
1.23M
$47.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.9K+ 8.19% |
$1.14M - $1.24M
|
408K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.49K+ 17.37% |
$313K - $340K
|
57.4K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.47K+ 26.74% |
$54K - $58.6K
|
6.95K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35.4K+ 71.1% |
$1.3M - $1.41M
|
85.1K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.92K- 97.85% |
$70.6K - $76.6K
|
42
$1.62K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.17K+ 1.62% |
$79.9K - $86.7K
|
136K
$5.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9+ 0.06% |
$332 - $360
|
14.3K
$554K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 20.54% |
$536K - $582K
|
85.4K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
117KNew |
$4.3M - $4.66M
|
117K
$4.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.6K+ 63.23% |
$1.72M - $1.86M
|
120K
$4.65M
|