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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.57K+ 12.72% |
$183K - $195K
|
40.5K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
51.3K+ 2.62% |
$2.05M - $2.19M
|
2.01M
$87.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.73K- 38.45% |
$269K - $288K
|
10.8K
$471K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
200+ 3.51% |
$7.99K - $8.54K
|
5.89K
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
173K+ 48.03% |
$6.91M - $7.39M
|
533K
$23.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-1.5K- 7.35% |
$59.9K - $64.1K
|
18.9K
$827K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.97K- 63.74% |
$278K - $298K
|
3.96K
$173K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31.9K+ 62.31% |
$1.27M - $1.36M
|
83.2K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
360New |
$14.4K - $15.4K
|
360
$15.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
426KNew |
$17M - $18.2M
|
426K
$18.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
117K+ 429.17% |
$4.66M - $4.99M
|
144K
$6.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.56KNew |
$262K - $280K
|
6.56K
$286K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-950- 1.57% |
$37.9K - $40.6K
|
59.7K
$2.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
453K+ 17.43% |
$18.1M - $19.4M
|
3.05M
$133M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
4.07K+ 10.44% |
$162K - $174K
|
43K
$1.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.21K- 7.18% |
$48.2K - $51.6K
|
15.6K
$682K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
32.7K+ 4.12% |
$1.31M - $1.4M
|
826K
$36.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.63K+ 51.74% |
$105K - $112K
|
7.72K
$337K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.54K+ 15.38% |
$61.6K - $65.9K
|
11.6K
$505K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
57.9K+ 34.59% |
$2.31M - $2.47M
|
225K
$9.85M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17KNew |
$678K - $725K
|
17K
$742K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
871+ 4.97% |
$34.8K - $37.2K
|
18.4K
$804K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
60.6K+ 21.87% |
$2.42M - $2.59M
|
338K
$14.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.01K+ 6.85% |
$80.3K - $86K
|
31.4K
$1.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.84K+ 1.01% |
$113K - $121K
|
283K
$12.4M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
54.1KNew |
$2.16M - $2.31M
|
54.1K
$2.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
28.7K+ 5.53% |
$1.15M - $1.23M
|
548K
$24M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
37.2K+ 13.77% |
$1.49M - $1.59M
|
308K
$13.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
94.4K+ 23.84% |
$3.77M - $4.03M
|
491K
$21.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.7K+ 14.87% |
$1.98M - $2.12M
|
384K
$16.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
87.8K+ 175.68% |
$3.5M - $3.75M
|
138K
$6.02M
|
|
|
Oct 08, 2025
Q3 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
749+ 3.39% |
$29.9K - $32K
|
22.8K
$997K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
412KNew |
$16.5M - $17.6M
|
412K
$18M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
402New |
$16.1K - $17.2K
|
402
$17.6K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.5K+ 33.36% |
$824K - $986K
|
98K
$4.28M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1New |
$33.6 - $40.2
|
1
$43.7
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
42.3KNew |
$1.42M - $1.7M
|
42.3K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
237+ 3.9% |
$7.96K - $9.53K
|
6.31K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 19.32% |
$42K - $50.3K
|
7.72K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.7K+ 29.98% |
$630K - $754K
|
81.2K
$3.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.76K- 22.17% |
$92.9K - $111K
|
9.7K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
172New |
$5.78K - $6.92K
|
172
$7.51K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
277New |
$9.31K - $11.1K
|
277
$12.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-98- 60.49% |
$3.29K - $3.94K
|
64
$2.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
752KNew |
$25.3M - $30.2M
|
752K
$32.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
396KNew |
$13.3M - $15.9M
|
396K
$17.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.68KNew |
$56.3K - $67.4K
|
1.68K
$73.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
546New |
$18.3K - $22K
|
546
$23.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
259K+ 114.93% |
$8.69M - $10.4M
|
484K
$21.1M
|
|