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 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 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
|
|
|
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
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.72KNew |
$308K - $330K
|
7.72K
$337K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.66K+ 255.06% |
$306K - $327K
|
10.7K
$466K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.64KNew |
$305K - $326K
|
7.64K
$334K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.96K+ 4.28% |
$278K - $297K
|
169K
$7.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.78KNew |
$271K - $289K
|
6.78K
$296K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.69KNew |
$267K - $286K
|
6.69K
$292K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.56KNew |
$262K - $280K
|
6.56K
$286K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.51K+ 14.31% |
$260K - $278K
|
52K
$2.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.22K+ 23.72% |
$248K - $266K
|
32.4K
$1.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
6.06K+ 30.19% |
$242K - $259K
|
26.1K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.94K+ 4.54% |
$237K - $254K
|
137K
$5.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.65KNew |
$226K - $242K
|
5.65K
$247K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.35KNew |
$213K - $228K
|
5.35K
$234K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.33KNew |
$213K - $228K
|
5.33K
$233K
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.23KNew |
$209K - $224K
|
5.23K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.58K+ 8.99% |
$183K - $196K
|
55.5K
$2.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.18K+ 24.79% |
$167K - $179K
|
21.1K
$920K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.74K+ 3.56% |
$149K - $160K
|
109K
$4.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.6K+ 18.79% |
$144K - $154K
|
22.7K
$994K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.5K+ 32.83% |
$140K - $150K
|
14.2K
$619K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.4K+ 2.14% |
$136K - $145K
|
162K
$7.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
3.19K+ 51.61% |
$127K - $136K
|
9.38K
$410K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.05K+ 25.2% |
$122K - $130K
|
15.2K
$662K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.66K+ 87.86% |
$106K - $113K
|
5.68K
$248K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.63K+ 51.74% |
$105K - $112K
|
7.72K
$337K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
2.34K+ 3.11% |
$93.4K - $100K
|
77.6K
$3.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.04K+ 1.29% |
$81.5K - $87.2K
|
161K
$7.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2K+ 30.34% |
$80K - $85.6K
|
8.61K
$376K
|
|