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 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-7- 0.06% |
$280 - $299
|
11K
$482K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.66K+ 87.86% |
$106K - $113K
|
5.68K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
334K+ 43.42% |
$13.3M - $14.3M
|
1.1M
$48.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.2K+ 20.59% |
$887K - $949K
|
130K
$5.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.5K+ 12.22% |
$1.34M - $1.43M
|
308K
$13.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
12+ 0.21% |
$479 - $513
|
5.68K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
579K+ 93.64% |
$23.1M - $24.7M
|
1.2M
$52.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16+ 0.3% |
$639 - $684
|
5.27K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
269K+ 196.77% |
$10.7M - $11.5M
|
405K
$17.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
73.7K+ 3.59% |
$2.94M - $3.15M
|
2.13M
$92.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.7K+ 3.57% |
$826K - $884K
|
600K
$26.2M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-22.9K- 15.52% |
$913K - $976K
|
124K
$5.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
121KNew |
$4.83M - $5.17M
|
121K
$5.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2K+ 30.34% |
$80K - $85.6K
|
8.61K
$376K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1K+ 3.18% |
$39.9K - $42.7K
|
32.4K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.94K+ 4.54% |
$237K - $254K
|
137K
$5.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-31.2K- 24.64% |
$1.25M - $1.33M
|
95.4K
$4.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.04K+ 1.29% |
$81.5K - $87.2K
|
161K
$7.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
178K+ 125.14% |
$7.12M - $7.62M
|
321K
$14M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.5K- 16.81% |
$537K - $575K
|
66.6K
$2.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
120K+ 283.79% |
$4.78M - $5.11M
|
162K
$7.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
23.2K+ 29.37% |
$927K - $991K
|
102K
$4.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
6.06K+ 30.19% |
$242K - $259K
|
26.1K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
35.5K+ 37.65% |
$1.42M - $1.52M
|
130K
$5.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.18K+ 24.79% |
$167K - $179K
|
21.1K
$920K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
15.7KNew |
$625K - $669K
|
15.7K
$684K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.2K+ 12.28% |
$685K - $733K
|
157K
$6.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.6K+ 13.49% |
$824K - $881K
|
174K
$7.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57.7K+ 463.96% |
$2.3M - $2.46M
|
70.1K
$3.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.72KNew |
$308K - $330K
|
7.72K
$337K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.47KNew |
$58.5K - $62.6K
|
1.47K
$64K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6K- 17.89% |
$240K - $256K
|
27.5K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.57K- 4.04% |
$62.8K - $67.2K
|
37.3K
$1.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.5KNew |
$699K - $748K
|
17.5K
$765K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
23K+ 29.88% |
$918K - $982K
|
99.9K
$4.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
14.7K+ 19.11% |
$585K - $626K
|
91.4K
$3.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
63.5K+ 22.46% |
$2.54M - $2.71M
|
346K
$15.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
724KNew |
$28.9M - $30.9M
|
724K
$31.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
433K+ 43.84% |
$17.3M - $18.5M
|
1.42M
$62.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.9KNew |
$514K - $550K
|
12.9K
$563K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
79New |
$3.15K - $3.37K
|
79
$3.45K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.9K- 9.6% |
$916K - $980K
|
216K
$9.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.66K+ 255.06% |
$306K - $327K
|
10.7K
$466K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12.6K- 3.94% |
$505K - $540K
|
308K
$13.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
38.2K+ 13.19% |
$1.52M - $1.63M
|
327K
$14.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.3K- 2.8% |
$1.37M - $1.47M
|
1.19M
$52M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
17.2KNew |
$687K - $735K
|
17.2K
$751K
|
|
|
Nov 05, 2025
Q3 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
279K+ 496.21% |
$11.2M - $11.9M
|
336K
$14.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
15.1K+ 198.68% |
$602K - $645K
|
22.7K
$991K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
34.2KNew |
$1.37M - $1.46M
|
34.2K
$1.5M
|
|