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 20, 2026
Q4 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
9.44K+ 3.46% |
$393K - $419K
|
282K
$12.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
9KNew |
$374K - $399K
|
9K
$393K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.62KNew |
$109K - $116K
|
2.62K
$115K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.12K+ 2.47% |
$130K - $138K
|
129K
$5.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8.14K- 63.21% |
$339K - $361K
|
4.74K
$207K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
177KNew |
$7.35M - $7.84M
|
177K
$7.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37.6K+ 7.67% |
$1.57M - $1.67M
|
528K
$23.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
150KNew |
$6.25M - $6.67M
|
150K
$6.57M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.9K+ 2.91% |
$79K - $84.3K
|
67.2K
$2.94M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.17K+ 1.36% |
$173K - $185K
|
312K
$13.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.9K+ 3.15% |
$453K - $483K
|
357K
$15.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13.1KNew |
$544K - $580K
|
13.1K
$571K
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
17.7K+ 9.53% |
$736K - $785K
|
203K
$8.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
67KNew |
$2.78M - $2.97M
|
67K
$2.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
45.2KNew |
$1.88M - $2M
|
45.2K
$1.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
357K+ 880.86% |
$14.8M - $15.8M
|
398K
$17.4M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
7.4K+ 5.61% |
$308K - $328K
|
139K
$6.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
31K+ 9.46% |
$1.29M - $1.37M
|
358K
$15.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
413+ 1.5% |
$17.2K - $18.3K
|
28K
$1.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
957KNew |
$39.8M - $42.4M
|
957K
$41.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
5.96K+ 9.69% |
$248K - $264K
|
67.4K
$2.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
17.3K+ 6.11% |
$718K - $766K
|
300K
$13.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-107- 0.47% |
$4.45K - $4.75K
|
22.7K
$993K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8.93K+ 20.74% |
$371K - $396K
|
52K
$2.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
18.4K+ 78.3% |
$765K - $816K
|
41.9K
$1.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
269K+ 79.79% |
$11.2M - $11.9M
|
607K
$26.5M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
10.1KNew |
$422K - $450K
|
10.1K
$443K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
113New |
$4.7K - $5.01K
|
113
$4.94K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-514- 17.86% |
$21.4K - $22.8K
|
2.36K
$103K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
153K+ 28.68% |
$6.36M - $6.78M
|
686K
$30M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
21.8K+ 2.64% |
$906K - $967K
|
848K
$37.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
32.9K+ 1.64% |
$1.37M - $1.46M
|
2.04M
$89.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.78K+ 3.56% |
$157K - $168K
|
110K
$4.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.88K- 20.96% |
$120K - $128K
|
10.9K
$474K
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
33.4K+ 9.94% |
$1.39M - $1.48M
|
369K
$16.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
22New |
$915 - $976
|
22
$961
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.9K+ 190.43% |
$870K - $928K
|
31.9K
$1.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 1.83% |
$758K - $809K
|
1.01M
$44.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.94K+ 18.94% |
$247K - $264K
|
37.3K
$1.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
76.4K+ 19.92% |
$3.18M - $3.39M
|
460K
$20.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.4K+ 23.54% |
$100K - $107K
|
12.6K
$551K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
15.4K+ 3.74% |
$641K - $684K
|
428K
$18.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
28+ 0.49% |
$1.16K - $1.24K
|
5.73K
$250K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.84K- 9.99% |
$76.5K - $81.6K
|
16.6K
$724K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
16+ 0.04% |
$665 - $710
|
37.4K
$1.63M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
93.8KNew |
$3.9M - $4.16M
|
93.8K
$4.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
22.2KNew |
$925K - $987K
|
22.2K
$972K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
555K+ 146.62% |
$22.2M - $23.7M
|
933K
$40.8M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.9K+ 14.47% |
$395K - $423K
|
78.3K
$3.42M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.23KNew |
$209K - $224K
|
5.23K
$229K
|
|