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 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
875+ 2.81% |
$32.2K - $35K
|
32.1K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
10.6K+ 6.45% |
$391K - $424K
|
175K
$6.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
761New |
$28K - $30.4K
|
761
$28.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31.3K+ 101.61% |
$1.15M - $1.25M
|
62.1K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
20.7KNew |
$762K - $826K
|
20.7K
$778K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.1K+ 8.13% |
$667K - $723K
|
241K
$9.05M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
11.4K+ 7.2% |
$420K - $456K
|
170K
$6.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
164K+ 86.5% |
$6.03M - $6.54M
|
353K
$13.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.56KNew |
$316K - $342K
|
8.56K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
95.4K+ 58.7% |
$3.51M - $3.81M
|
258K
$9.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-689- 2.28% |
$25.4K - $27.6K
|
29.6K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
80.5K+ 775.1% |
$2.97M - $3.22M
|
90.9K
$3.42M
|
|
| Q3 2024 | |||||||
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.53KNew |
$229K - $248K
|
6.53K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36K- 45.0% |
$1.26M - $1.37M
|
44K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3KNew |
$105K - $114K
|
3K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
100+ 0.86% |
$3.5K - $3.79K
|
11.7K
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-997- 59.81% |
$34.9K - $37.8K
|
670
$25.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18KNew |
$631K - $683K
|
18K
$678K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.44KNew |
$261K - $282K
|
7.44K
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
13.4KNew |
$468K - $507K
|
13.4K
$503K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.4KNew |
$924K - $1M
|
26.4K
$992K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.97KNew |
$349K - $378K
|
9.97K
$375K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.53KNew |
$229K - $248K
|
6.53K
$246K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-37.1K- 63.0% |
$1.27M - $1.36M
|
21.8K
$820K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450New |
$15.4K - $16.5K
|
450
$16.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
200New |
$6.84K - $7.32K
|
200
$7.53K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.69KNew |
$195K - $208K
|
5.69K
$214K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 22.25% |
$454K - $523K
|
80.4K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74.7K+ 17.56% |
$2.32M - $2.67M
|
500K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
309KNew |
$9.58M - $11M
|
309K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
232+ 44.11% |
$7.2K - $8.29K
|
758
$28.5K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
553New |
$17.2K - $19.8K
|
553
$20.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.79KNew |
$216K - $246K
|
7.79K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.65K- 0.86% |
$101K - $115K
|
420K
$15.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 48.49% |
$565K - $643K
|
21.6K
$813K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-50K- 25.0% |
$1.34M - $1.47M
|
150K
$5.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.2KNew |
$381K - $417K
|
14.2K
$534K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.27K+ 8.89% |
$138K - $152K
|
64.5K
$2.43M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
2.12KNew |
$51.5K - $60.3K
|
2.12K
$79.7K
|
|