Purchases and Sales Made in Q2 2024 in Putnam ETF Tr Putnam Focused L (PVAL)
This table provides information about the institutional ownership of Putnam ETF Tr Putnam Focused L (PVAL) during Q2 2024. The information is specifically focused on institutions that hold shares of PUTNAM ETF TR PUTNAM FOCUSED L.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.56M+ 102.38% |
$53.3M - $57M
|
3.08M
$116M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.47M+ 1392.54% |
$50.3M - $53.8M
|
1.57M
$59.2M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
581K+ 147.21% |
$19.9M - $21.3M
|
975K
$36.7M
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
393KNew |
$13.4M - $14.4M
|
393K
$14.8M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
342K+ 49.67% |
$11.7M - $12.5M
|
1.03M
$38.8M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
218KNew |
$7.44M - $7.96M
|
218K
$8.18M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
192K+ 51.75% |
$6.56M - $7.02M
|
563K
$21.2M
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
162KNew |
$5.53M - $5.92M
|
162K
$6.08M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
139K+ 94.22% |
$4.75M - $5.08M
|
286K
$10.8M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
129KNew |
$4.4M - $4.71M
|
129K
$4.84M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
119KNew |
$4.06M - $4.35M
|
119K
$4.47M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92.9K+ 250.4% |
$3.18M - $3.4M
|
130K
$4.89M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80KNew |
$2.74M - $2.93M
|
80K
$3.01M
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
75KNew |
$2.56M - $2.74M
|
75K
$2.82M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60.6K+ 19.89% |
$2.07M - $2.22M
|
365K
$13.7M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.6KNew |
$2M - $2.14M
|
58.6K
$2.2M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.5KNew |
$1.79M - $1.92M
|
52.5K
$1.97M
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
41.7KNew |
$1.43M - $1.53M
|
41.7K
$1.57M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.1K+ 106.41% |
$1.3M - $1.4M
|
74K
$2.78M
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
34.8KNew |
$1.19M - $1.27M
|
34.8K
$1.31M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.3K+ 5.93% |
$933K - $999K
|
487K
$18.3M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
26.1KNew |
$892K - $954K
|
26.1K
$980K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.6K+ 41.63% |
$842K - $901K
|
83.8K
$3.15M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.4K+ 32.81% |
$802K - $858K
|
94.9K
$3.57M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
21.8K+ 2.07% |
$746K - $799K
|
1.08M
$40.6M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
17.9KNew |
$612K - $655K
|
17.9K
$672K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
17.9K+ 36.46% |
$612K - $654K
|
66.9K
$2.52M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
16.4K+ 129.51% |
$561K - $600K
|
29.1K
$1.09M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12K+ 600.75% |
$411K - $440K
|
14K
$527K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12KNew |
$410K - $438K
|
12K
$450K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
9.81KNew |
$336K - $359K
|
9.81K
$369K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.83KNew |
$302K - $323K
|
8.83K
$332K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
7.66K+ 34.24% |
$262K - $280K
|
30K
$1.13M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.5KNew |
$257K - $275K
|
7.5K
$282K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.96KNew |
$238K - $255K
|
6.96K
$262K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.68KNew |
$228K - $244K
|
6.68K
$251K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.69KNew |
$195K - $208K
|
5.69K
$214K
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.42K+ 27.68% |
$185K - $198K
|
25K
$939K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.23K+ 3043.02% |
$179K - $192K
|
5.41K
$203K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.03K+ 14.14% |
$138K - $148K
|
32.5K
$1.22M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.9K+ 0.67% |
$133K - $143K
|
582K
$21.9M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.07K+ 211.29% |
$105K - $112K
|
4.52K
$170K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.83K+ 2.24% |
$96.7K - $103K
|
129K
$4.85M
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.67KNew |
$57K - $61K
|
1.67K
$62.7K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.44KNew |
$49.1K - $52.5K
|
1.44K
$53.9K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11KNew |
$37.9K - $40.5K
|
1.11K
$41.6K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450New |
$15.4K - $16.5K
|
450
$16.9K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
419New |
$14.3K - $15.3K
|
419
$15.8K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
200+ 0.69% |
$6.84K - $7.32K
|
29.3K
$1.1M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
200New |
$6.84K - $7.32K
|
200
$7.52K
|