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 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
192KNew |
$7.68M - $8.21M
|
192K
$8.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
406+ 0.63% |
$16.2K - $17.3K
|
65.3K
$2.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
107K+ 38.24% |
$4.29M - $4.59M
|
388K
$17M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11KNew |
$439K - $469K
|
11K
$480K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.69KNew |
$267K - $286K
|
6.69K
$292K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
87.2KNew |
$3.48M - $3.73M
|
87.2K
$3.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
138K+ 214.31% |
$5.53M - $5.91M
|
203K
$8.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
173New |
$6.91K - $7.39K
|
173
$7.56K
|
|
|
Nov 04, 2025
Q3 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.2KNew |
$408K - $436K
|
10.2K
$446K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.66K+ 7.94% |
$346K - $370K
|
118K
$5.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.85M+ 266.28% |
$114M - $122M
|
3.92M
$171M
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
1.75K+ 5.85% |
$69.8K - $74.6K
|
31.6K
$1.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
384K+ 411.25% |
$15.3M - $16.4M
|
478K
$20.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-233- 2.2% |
$9.3K - $9.95K
|
10.4K
$454K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.36M+ 135.38% |
$134M - $144M
|
5.84M
$255M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
PUT |
455KNew |
$18.2M - $19.5M
|
455K
$19.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-260- 1.81% |
$10.4K - $11.1K
|
14.1K
$615K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.8K+ 18.6% |
$791K - $847K
|
126K
$5.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11K+ 45.15% |
$438K - $469K
|
35.3K
$1.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.06K+ 0.51% |
$42.2K - $45.2K
|
210K
$9.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.33KNew |
$213K - $228K
|
5.33K
$233K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
987+ 0.75% |
$39.4K - $42.2K
|
132K
$5.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
88.1K+ 47.72% |
$3.52M - $3.76M
|
273K
$11.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
254KNew |
$10.2M - $10.9M
|
254K
$11.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.98K- 24.39% |
$119K - $127K
|
9.22K
$403K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.07K- 0.51% |
$202K - $217K
|
996K
$43.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.05K+ 25.2% |
$122K - $130K
|
15.2K
$662K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.7K+ 14.18% |
$2.42M - $2.59M
|
489K
$21.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
15.2K+ 184.73% |
$609K - $651K
|
23.5K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.74K+ 3.56% |
$149K - $160K
|
109K
$4.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
51.3K+ 297.87% |
$2.05M - $2.19M
|
68.5K
$2.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
8.88K+ 2.6% |
$355K - $379K
|
350K
$15.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.51K+ 14.31% |
$260K - $278K
|
52K
$2.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
14.6KNew |
$584K - $625K
|
14.6K
$639K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
31.1K+ 2.1% |
$1.24M - $1.33M
|
1.51M
$66.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.35KNew |
$213K - $228K
|
5.35K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.3K+ 3.89% |
$91.8K - $98.3K
|
61.4K
$2.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.22K+ 23.72% |
$248K - $266K
|
32.4K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.4K+ 2.14% |
$136K - $145K
|
162K
$7.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-229- 3.86% |
$9.14K - $9.78K
|
5.71K
$249K
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.58K+ 1.96% |
$143K - $153K
|
186K
$8.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.6K+ 18.79% |
$144K - $154K
|
22.7K
$994K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.56K+ 17.73% |
$62.1K - $66.4K
|
10.3K
$451K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
533K+ 12.24% |
$21.3M - $22.8M
|
4.89M
$214M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
2.34K+ 3.11% |
$93.4K - $100K
|
77.6K
$3.39M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
82.3K+ 146.24% |
$3.29M - $3.51M
|
139K
$6.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30K+ 4.18% |
$1.2M - $1.28M
|
746K
$32.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.88KNew |
$115K - $123K
|
2.88K
$126K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.3KNew |
$411K - $440K
|
10.3K
$450K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-17.9K- 56.61% |
$715K - $765K
|
13.7K
$600K
|
|