Latest Institutional Purchases of Putnam ETF Tr Putnam Focused L (PVAL)
This list provides information on the latest institutional transactions involving Putnam ETF Tr Putnam Focused L (PVAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.36M+ 135.38% |
$134M - $144M
|
5.84M
$255M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.85M+ 266.28% |
$114M - $122M
|
3.92M
$171M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.29M+ 42.62% |
$91.4M - $97.8M
|
7.66M
$335M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.24M+ 21.99% |
$89.4M - $95.7M
|
12.4M
$543M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.82M+ 51.14% |
$72.5M - $77.6M
|
5.37M
$235M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
790K+ 15.8% |
$31.5M - $33.7M
|
5.79M
$253M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
724KNew |
$28.9M - $30.9M
|
724K
$31.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
627K+ 17.58% |
$25M - $26.8M
|
4.19M
$183M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
579K+ 93.64% |
$23.1M - $24.7M
|
1.2M
$52.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
533K+ 12.24% |
$21.3M - $22.8M
|
4.89M
$214M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
PUT |
455KNew |
$18.2M - $19.5M
|
455K
$19.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
453K+ 17.43% |
$18.1M - $19.4M
|
3.05M
$133M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
436K+ 107.38% |
$17.4M - $18.6M
|
841K
$36.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
433K+ 43.84% |
$17.3M - $18.5M
|
1.42M
$62.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
426KNew |
$17M - $18.2M
|
426K
$18.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
412KNew |
$16.5M - $17.6M
|
412K
$18M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
384K+ 411.25% |
$15.3M - $16.4M
|
478K
$20.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
334K+ 43.42% |
$13.3M - $14.3M
|
1.1M
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
284K+ 52.75% |
$11.3M - $12.1M
|
822K
$35.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
279K+ 496.21% |
$11.2M - $11.9M
|
336K
$14.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
269K+ 196.77% |
$10.7M - $11.5M
|
405K
$17.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
254KNew |
$10.2M - $10.9M
|
254K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
200K+ 4.52% |
$8M - $8.56M
|
4.63M
$202M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
192KNew |
$7.68M - $8.21M
|
192K
$8.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
178K+ 125.14% |
$7.12M - $7.62M
|
321K
$14M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
173K+ 48.03% |
$6.91M - $7.39M
|
533K
$23.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
155K+ 32.41% |
$6.17M - $6.6M
|
631K
$27.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
150K+ 47.52% |
$5.98M - $6.4M
|
465K
$20.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
138K+ 214.31% |
$5.53M - $5.91M
|
203K
$8.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
121KNew |
$4.83M - $5.17M
|
121K
$5.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
120KNew |
$4.8M - $5.14M
|
120K
$5.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
120K+ 283.79% |
$4.78M - $5.11M
|
162K
$7.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
117K+ 429.17% |
$4.66M - $4.99M
|
144K
$6.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
107K+ 38.24% |
$4.29M - $4.59M
|
388K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
101K+ 19.43% |
$4.05M - $4.33M
|
623K
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
97.2K+ 100.28% |
$3.88M - $4.15M
|
194K
$8.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
94.4K+ 23.84% |
$3.77M - $4.03M
|
491K
$21.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
88.1K+ 47.72% |
$3.52M - $3.76M
|
273K
$11.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
87.8K+ 175.68% |
$3.5M - $3.75M
|
138K
$6.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
87.2KNew |
$3.48M - $3.73M
|
87.2K
$3.81M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
82.3K+ 146.24% |
$3.29M - $3.51M
|
139K
$6.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
76.1KNew |
$3.04M - $3.25M
|
76.1K
$3.33M
|
|
|
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 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
63.5K+ 22.46% |
$2.54M - $2.71M
|
346K
$15.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
62.7K+ 23.55% |
$2.5M - $2.68M
|
329K
$14.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.7K+ 14.18% |
$2.42M - $2.59M
|
489K
$21.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
60.6K+ 21.87% |
$2.42M - $2.59M
|
338K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
59.4K+ 31.63% |
$2.37M - $2.54M
|
247K
$10.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
57.9K+ 34.59% |
$2.31M - $2.47M
|
225K
$9.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57.7K+ 463.96% |
$2.3M - $2.46M
|
70.1K
$3.06M
|
|