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 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
54.1KNew |
$2.16M - $2.31M
|
54.1K
$2.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
51.3K+ 297.87% |
$2.05M - $2.19M
|
68.5K
$2.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
51.3K+ 2.62% |
$2.05M - $2.19M
|
2.01M
$87.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.7K+ 14.87% |
$1.98M - $2.12M
|
384K
$16.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.2K+ 91.48% |
$1.73M - $1.85M
|
90.5K
$3.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
38.2K+ 13.19% |
$1.52M - $1.63M
|
327K
$14.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
37.2K+ 13.77% |
$1.49M - $1.59M
|
308K
$13.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
35.5K+ 37.65% |
$1.42M - $1.52M
|
130K
$5.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
34.2KNew |
$1.37M - $1.46M
|
34.2K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.5K+ 12.22% |
$1.34M - $1.43M
|
308K
$13.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
32.7K+ 4.12% |
$1.31M - $1.4M
|
826K
$36.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31.9K+ 62.31% |
$1.27M - $1.36M
|
83.2K
$3.63M
|
|
|
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 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30K+ 4.18% |
$1.2M - $1.28M
|
746K
$32.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.9KNew |
$1.19M - $1.28M
|
29.9K
$1.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
28.7K+ 5.53% |
$1.15M - $1.23M
|
548K
$24M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28K+ 119.32% |
$1.12M - $1.2M
|
51.5K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.8K+ 27.4% |
$1.03M - $1.1M
|
120K
$5.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.6K+ 190.17% |
$1.02M - $1.09M
|
39.1K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
23.2K+ 29.37% |
$927K - $991K
|
102K
$4.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
23K+ 29.88% |
$918K - $982K
|
99.9K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.6KNew |
$902K - $965K
|
22.6K
$987K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.2K+ 20.59% |
$887K - $949K
|
130K
$5.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.7K+ 3.57% |
$826K - $884K
|
600K
$26.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.6K+ 13.49% |
$824K - $881K
|
174K
$7.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20K+ 5.18% |
$799K - $854K
|
406K
$17.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.8K+ 18.6% |
$791K - $847K
|
126K
$5.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.5KNew |
$699K - $748K
|
17.5K
$765K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.3K+ 559.77% |
$691K - $739K
|
20.4K
$891K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
17.2KNew |
$687K - $735K
|
17.2K
$751K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.2K+ 12.28% |
$685K - $733K
|
157K
$6.85M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17KNew |
$678K - $725K
|
17K
$742K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16KNew |
$640K - $685K
|
16K
$701K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15.9K+ 126.69% |
$636K - $680K
|
28.5K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
15.7KNew |
$625K - $669K
|
15.7K
$684K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
15.3K+ 16.87% |
$612K - $655K
|
106K
$4.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
15.2K+ 184.73% |
$609K - $651K
|
23.5K
$1.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
15.1K+ 198.68% |
$602K - $645K
|
22.7K
$991K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
14.7K+ 19.11% |
$585K - $626K
|
91.4K
$3.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
14.6KNew |
$584K - $625K
|
14.6K
$639K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.9KNew |
$514K - $550K
|
12.9K
$563K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.8KNew |
$471K - $503K
|
11.8K
$515K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11KNew |
$439K - $469K
|
11K
$480K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11K+ 45.15% |
$438K - $469K
|
35.3K
$1.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.3KNew |
$411K - $440K
|
10.3K
$450K
|
|
|
Nov 04, 2025
Q3 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.2KNew |
$408K - $436K
|
10.2K
$446K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.9K+ 14.47% |
$395K - $423K
|
78.3K
$3.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
8.88K+ 2.6% |
$355K - $379K
|
350K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.66K+ 7.94% |
$346K - $370K
|
118K
$5.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.59KNew |
$343K - $367K
|
8.59K
$375K
|
|