Latest Institutional Purchases of Putnam ETF Tr Putnam Focused L (PVAL)

PVAL Quotes by TradingView

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 04, 2025 Q3 2025
Greykasell Wealth Strategies, Inc.

Danville, CA
BUY
 -
173
New
$6.91K - $7.39K
173 $7.56K
Nov 13, 2025 Q3 2025
Franklin Resources Inc

San Mateo, CA
BUY
 -
158
+ 6.76%
$6.31K - $6.75K
2.5K $109K
Nov 06, 2025 Q3 2025
Assetmark, Inc

BUY
 -
79
New
$3.15K - $3.37K
79 $3.45K
Nov 14, 2025 Q3 2025
Barnes Wealth Management Group, Inc

Bakersfield, CA
BUY
 -
33
+ 0.22%
$1.32K - $1.41K
15.2K $662K
Nov 12, 2025 Q3 2025
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
16
+ 0.3%
$639 - $684
5.27K $230K
Nov 12, 2025 Q3 2025
Brand Asset Management Group, Inc.

BUY
 -
12
+ 0.21%
$479 - $513
5.68K $248K
Nov 14, 2025 Q3 2025
Brown Advisory Inc

BUY
 -
1
+ 0.01%
$39.9 - $42.7
12.6K $551K
Q2 2025
Aug 12, 2025 Q2 2025
Mount Yale Investment Advisors, LLC

BUY
 -
752K
New
$25.3M - $30.2M
752K $32.8M
Aug 11, 2025 Q2 2025
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
396K
New
$13.3M - $15.9M
396K $17.3M
Aug 08, 2025 Q2 2025
Avantax Advisory Services, Inc.

BUY
 -
259K
+ 114.93%
$8.69M - $10.4M
484K $21.1M
Nov 21, 2025 Q2 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
24.5K
+ 33.36%
$824K - $986K
98K $4.28M
Aug 14, 2025 Q2 2025
Jane Street Group, LLC

New York, NY
BUY
 -
18.7K
+ 29.98%
$630K - $754K
81.2K $3.55M
Jul 28, 2025 Q2 2025
Jgp Wealth Management, LLC

BUY
 -
5.68K
New
$191K - $228K
5.68K $248K
Aug 11, 2025 Q2 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
1.68K
New
$56.3K - $67.4K
1.68K $73.2K
Jul 25, 2025 Q2 2025
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.66K
+ 1.84%
$55.9K - $66.9K
92.2K $4.03M
Aug 14, 2025 Q2 2025
Cibc World Market Inc.

Toronto, A6
BUY
 -
1.25K
+ 19.32%
$42K - $50.3K
7.72K $337K
Aug 11, 2025 Q2 2025
Citigroup Inc

BUY
 -
546
New
$18.3K - $22K
546 $23.9K
Aug 13, 2025 Q2 2025
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
277
New
$9.31K - $11.1K
277 $12.1K
Jul 29, 2025 Q2 2025
Crewe Advisors LLC

BUY
 -
259
New
$8.7K - $10.4K
259 $11.3K
Aug 14, 2025 Q2 2025
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
237
+ 3.9%
$7.96K - $9.53K
6.31K $276K
Aug 13, 2025 Q2 2025
Allie Family Office LLC

BUY
 -
172
New
$5.78K - $6.92K
172 $7.51K
Jul 07, 2025 Q2 2025
Nova Wealth Management, Inc.

Bonita Springs, FL
BUY
 -
130
New
$4.37K - $5.23K
130 $5.68K
Sep 04, 2025 Q2 2025
Beacon Capital Management, Inc.

BUY
 -
1
New
$33.6 - $40.2
1 $43.7
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 15, 2025 Q1 2025
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
708K
+ 18.85%
$26.1M - $28M
4.47M $195M
Apr 22, 2025 Q1 2025
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
43.6K
+ 436.94%
$1.6M - $1.72M
53.5K $2.34M
May 12, 2025 Q1 2025
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
17.3K
New
$635K - $683K
17.3K $754K
May 15, 2025 Q1 2025
Marshall Wace, LLP

London, X0
BUY
 -
12.6K
New
$464K - $499K
12.6K $550K
May 06, 2025 Q1 2025
Brookwood Investment Group LLC

Phoenix, AZ
BUY
 -
9.3K
New
$342K - $368K
9.3K $406K
May 12, 2025 Q1 2025
Oak Harbor Wealth Partners, LLC

BUY
 -
8.93K
New
$329K - $353K
8.93K $390K
Apr 23, 2025 Q1 2025
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
7.93K
New
$292K - $314K
7.93K $347K
May 12, 2025 Q1 2025
Townsquare Capital LLC

BUY
 -
6.84K
New
$252K - $271K
6.84K $299K
May 06, 2025 Q1 2025
Wedbush Securities Inc

BUY
 -
6.64K
New
$244K - $263K
6.64K $290K
May 14, 2025 Q1 2025
Cibc Private Wealth Group, LLC

BUY
 -
802
New
$29.5K - $31.8K
802 $35K
Apr 30, 2025 Q1 2025
Allworth Financial LP

BUY
 -
300
+ 11.19%
$11K - $11.9K
2.98K $130K
May 15, 2025 Q1 2025
Fwl Investment Management, LLC

BUY
 -
291
New
$10.7K - $11.5K
291 $12.7K
Q4 2024
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
17.1K
+ 4.63%
$630K - $684K
387K $16.9M
Jan 14, 2025 Q4 2024
Carnegie Capital Asset Management, LLC

BUY
 -
8.56K
New
$316K - $342K
8.56K $374K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
761
New
$28K - $30.4K
761 $33.2K
Feb 03, 2025 Q4 2024
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
315
New
$11.6K - $12.6K
315 $13.8K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
237
New
$8.73K - $9.48K
237 $10.4K
Q3 2024
Oct 22, 2024 Q3 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
26.4K
New
$924K - $1M
26.4K $1.15M
Nov 07, 2024 Q3 2024
Prospera Financial Services Inc

BUY
 -
18K
New
$631K - $683K
18K $786K
Oct 28, 2024 Q3 2024
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
13.4K
New
$468K - $507K
13.4K $584K
Nov 21, 2024 Q3 2024
Fulcrum Equity Management

BUY
 -
6.53K
New
$229K - $248K
6.53K $285K
Oct 07, 2024 Q3 2024
City Center Advisors, LLC

Troy, MI
BUY
 -
6.53K
New
$229K - $248K
6.53K $285K
Nov 12, 2024 Q3 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
3K
New
$105K - $114K
3K $131K
Q2 2024
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.69K
New
$195K - $208K
5.69K $249K
Aug 08, 2024 Q2 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
450
New
$15.4K - $16.5K
450 $19.7K

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