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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.24M+ 398.0% |
$78.5M - $85M
|
2.8M
$105M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.61MNew |
$56.3M - $61M
|
1.61M
$60.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.07M+ 34.81% |
$37.6M - $40.7M
|
4.15M
$156M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 17854.6% |
$37.1M - $40.2M
|
1.07M
$40.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
873K+ 78836.95% |
$30.6M - $33.1M
|
874K
$32.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
521K+ 50.53% |
$18.3M - $19.8M
|
1.55M
$58.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
464K+ 29.47% |
$16.3M - $17.6M
|
2.04M
$76.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
370KNew |
$13M - $14M
|
370K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
277KNew |
$9.7M - $10.5M
|
277K
$10.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
251K+ 335.38% |
$8.81M - $9.54M
|
326K
$12.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
234K+ 316.06% |
$8.19M - $8.87M
|
308K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
202K+ 14.79% |
$7.07M - $7.66M
|
1.57M
$58.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
179KNew |
$6.27M - $6.79M
|
179K
$6.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
176KNew |
$6.18M - $6.7M
|
176K
$6.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
173KNew |
$6.05M - $6.55M
|
173K
$6.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
170KNew |
$5.94M - $6.44M
|
170K
$6.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
164KNew |
$5.75M - $6.23M
|
164K
$6.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
147K+ 353.28% |
$5.16M - $5.59M
|
189K
$7.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
141KNew |
$4.95M - $5.36M
|
141K
$5.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
139KNew |
$4.88M - $5.28M
|
139K
$5.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
123KNew |
$4.32M - $4.68M
|
123K
$4.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
111K+ 10.24% |
$3.87M - $4.19M
|
1.19M
$44.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.3K+ 88.81% |
$2.95M - $3.2M
|
179K
$6.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78.6K+ 93.87% |
$2.76M - $2.98M
|
162K
$6.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73.7KNew |
$2.58M - $2.79M
|
73.7K
$2.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
73KNew |
$2.56M - $2.77M
|
73K
$2.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.3K+ 55.62% |
$2.53M - $2.74M
|
202K
$7.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
72.2KNew |
$2.53M - $2.74M
|
72.2K
$2.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
65.5K+ 980.04% |
$2.29M - $2.48M
|
72.1K
$2.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48.5K+ 11566.83% |
$1.7M - $1.84M
|
48.9K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
47.9KNew |
$1.68M - $1.82M
|
47.9K
$1.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44.1KNew |
$1.54M - $1.67M
|
44.1K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41K+ 69.97% |
$1.44M - $1.55M
|
99.5K
$3.74M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
39.7K+ 33.39% |
$1.39M - $1.51M
|
159K
$5.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
37.7K+ 314.98% |
$1.32M - $1.43M
|
49.7K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.1KNew |
$1.16M - $1.25M
|
33.1K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30.8KNew |
$1.08M - $1.17M
|
30.8K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.2K+ 193.86% |
$952K - $1.03M
|
41.2K
$1.55M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.4KNew |
$924K - $1M
|
26.4K
$991K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23.7K+ 67.94% |
$828K - $897K
|
58.5K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.5K+ 3.8% |
$649K - $703K
|
506K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.4K+ 35.01% |
$644K - $697K
|
70.8K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18KNew |
$631K - $683K
|
18K
$677K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.8K+ 13.01% |
$587K - $636K
|
146K
$5.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.7KNew |
$550K - $596K
|
15.7K
$590K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 29.32% |
$536K - $581K
|
67.5K
$2.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
13.4KNew |
$468K - $507K
|
13.4K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 3.42% |
$437K - $474K
|
378K
$14.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$384K - $415K
|
10.9K
$412K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$379K - $411K
|
10.8K
$407K
|