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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 20.54% |
$536K - $582K
|
85.4K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
117KNew |
$4.3M - $4.66M
|
117K
$4.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.6K+ 63.23% |
$1.72M - $1.86M
|
120K
$4.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.3K+ 117.26% |
$1.78M - $1.93M
|
89.5K
$3.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.4K- 10.83% |
$714K - $775K
|
160K
$6.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.71K+ 31.72% |
$63.1K - $68.5K
|
7.11K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
71+ 0.72% |
$2.62K - $2.84K
|
9.94K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.46K+ 5.99% |
$312K - $338K
|
150K
$5.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.71KNew |
$210K - $228K
|
5.71K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
79.7KNew |
$2.94M - $3.19M
|
79.7K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.18K+ 14.02% |
$80.1K - $87K
|
17.7K
$666K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
72.9K+ 4.53% |
$2.69M - $2.92M
|
1.68M
$63.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
67.5K+ 93.53% |
$2.49M - $2.7M
|
140K
$5.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-26.4K- 23.27% |
$973K - $1.06M
|
87.1K
$3.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
53.4K+ 19.3% |
$1.97M - $2.14M
|
330K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
144+ 0.2% |
$5.31K - $5.76K
|
73.1K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
315New |
$11.6K - $12.6K
|
315
$11.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
20.8K+ 35.53% |
$765K - $831K
|
79.2K
$2.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
73+ 0.17% |
$2.69K - $2.92K
|
42.8K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
237New |
$8.73K - $9.48K
|
237
$8.92K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.7K- 2.71% |
$99.6K - $108K
|
96.8K
$3.64M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
62.3KNew |
$2.3M - $2.49M
|
62.3K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.05K+ 11.78% |
$333K - $362K
|
85.8K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.1K+ 4.63% |
$630K - $684K
|
387K
$14.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
100+ 3.88% |
$3.69K - $4K
|
2.68K
$101K
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
28.8K+ 16.97% |
$1.06M - $1.15M
|
199K
$7.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.36K- 10.65% |
$124K - $134K
|
28.2K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.51KNew |
$277K - $300K
|
7.51K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
110KNew |
$4.07M - $4.41M
|
110K
$4.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-357- 2.94% |
$13.2K - $14.3K
|
11.8K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.53K+ 4.41% |
$93.2K - $101K
|
59.8K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25.7K+ 2.16% |
$947K - $1.03M
|
1.21M
$45.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
11.7K+ 2.91% |
$430K - $467K
|
413K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17.8K- 37.16% |
$656K - $712K
|
30.1K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
108KNew |
$3.96M - $4.3M
|
108K
$4.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46.2K+ 104.75% |
$1.7M - $1.85M
|
90.2K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
650New |
$24K - $26K
|
650
$24.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-125K- 70.78% |
$4.6M - $5M
|
51.6K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
9.5KNew |
$350K - $380K
|
9.5K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.9K+ 272.76% |
$1.1M - $1.19M
|
40.8K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
203+ 3.55% |
$7.48K - $8.12K
|
5.92K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-34.8K- 23.92% |
$1.28M - $1.39M
|
111K
$4.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
41.6KNew |
$1.53M - $1.66M
|
41.6K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.72K+ 48.66% |
$284K - $309K
|
23.6K
$888K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
8.97KNew |
$331K - $359K
|
8.97K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.1K+ 20.7% |
$1.37M - $1.48M
|
216K
$8.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
161K+ 10.29% |
$5.94M - $6.44M
|
1.73M
$65M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
132K+ 40.41% |
$4.86M - $5.28M
|
458K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
88.6KNew |
$3.27M - $3.55M
|
88.6K
$3.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.46K+ 44.05% |
$164K - $178K
|
14.6K
$549K
|