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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.6K+ 63.23% |
$1.72M - $1.86M
|
120K
$4.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
41.6KNew |
$1.53M - $1.66M
|
41.6K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35.4K+ 71.1% |
$1.3M - $1.41M
|
85.1K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.9K+ 8.19% |
$1.14M - $1.24M
|
408K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.9K+ 272.76% |
$1.1M - $1.19M
|
40.8K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
28.8K+ 16.97% |
$1.06M - $1.15M
|
199K
$7.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24K+ 11.86% |
$884K - $960K
|
226K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
23.3KNew |
$858K - $931K
|
23.3K
$824K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
20.8K+ 35.53% |
$765K - $831K
|
79.2K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.9KNew |
$661K - $717K
|
17.9K
$635K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.1K+ 4.63% |
$630K - $684K
|
387K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.4K+ 22.77% |
$605K - $657K
|
88.6K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 20.54% |
$536K - $582K
|
85.4K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.2KNew |
$487K - $528K
|
13.2K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.8KNew |
$471K - $511K
|
12.8K
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 17.69% |
$440K - $478K
|
79.5K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$380K - $413K
|
10.3K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
9.5KNew |
$350K - $380K
|
9.5K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.34K+ 127.87% |
$344K - $374K
|
16.6K
$589K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.05K+ 11.78% |
$333K - $362K
|
85.8K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.56KNew |
$316K - $342K
|
8.56K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.49K+ 17.37% |
$313K - $340K
|
57.4K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.46K+ 5.99% |
$312K - $338K
|
150K
$5.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.51KNew |
$277K - $300K
|
7.51K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.48KNew |
$239K - $259K
|
6.48K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.71KNew |
$210K - $228K
|
5.71K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.67KNew |
$209K - $227K
|
5.67K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.58K+ 2.09% |
$95K - $103K
|
126K
$4.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.53K+ 4.41% |
$93.2K - $101K
|
59.8K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.41K+ 7.78% |
$88.8K - $96.4K
|
33.4K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.34K+ 8.69% |
$86.1K - $93.4K
|
29.2K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.18K+ 14.02% |
$80.1K - $87K
|
17.7K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.17K+ 1.62% |
$79.9K - $86.7K
|
136K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2K+ 12.74% |
$73.7K - $80K
|
17.7K
$627K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.71K+ 31.72% |
$63.1K - $68.5K
|
7.11K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.47K+ 26.74% |
$54K - $58.6K
|
6.95K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.16K+ 21.27% |
$42.6K - $46.2K
|
6.59K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
765New |
$28.2K - $30.6K
|
765
$27.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
761New |
$28K - $30.4K
|
761
$26.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
650New |
$24K - $26K
|
650
$23K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
315New |
$11.6K - $12.6K
|
315
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
260+ 4.95% |
$9.58K - $10.4K
|
5.51K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
237New |
$8.73K - $9.48K
|
237
$8.39K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
203+ 3.55% |
$7.48K - $8.12K
|
5.92K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
144+ 0.2% |
$5.31K - $5.76K
|
73.1K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112New |
$4.13K - $4.48K
|
112
$3.97K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
100+ 3.88% |
$3.69K - $4K
|
2.68K
$94.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
73+ 0.17% |
$2.69K - $2.92K
|
42.8K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36+ 0.39% |
$1.33K - $1.44K
|
9.37K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9+ 0.06% |
$332 - $360
|
14.3K
$508K
|