Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.36M+ 135.38% |
$134M - $144M
|
5.84M
$255M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.85M+ 266.28% |
$114M - $122M
|
3.92M
$171M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.29M+ 42.62% |
$91.4M - $97.8M
|
7.66M
$335M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.24M+ 21.99% |
$89.4M - $95.7M
|
12.4M
$543M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.82M+ 51.14% |
$72.5M - $77.6M
|
5.37M
$235M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
790K+ 15.8% |
$31.5M - $33.7M
|
5.79M
$253M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
724KNew |
$28.9M - $30.9M
|
724K
$31.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
627K+ 17.58% |
$25M - $26.8M
|
4.19M
$183M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
579K+ 93.64% |
$23.1M - $24.7M
|
1.2M
$52.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
533K+ 12.24% |
$21.3M - $22.8M
|
4.89M
$214M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
453K+ 17.43% |
$18.1M - $19.4M
|
3.05M
$133M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
436K+ 107.38% |
$17.4M - $18.6M
|
841K
$36.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
433K+ 43.84% |
$17.3M - $18.5M
|
1.42M
$62.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
426KNew |
$17M - $18.2M
|
426K
$18.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
412KNew |
$16.5M - $17.6M
|
412K
$18M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
384K+ 411.25% |
$15.3M - $16.4M
|
478K
$20.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
334K+ 43.42% |
$13.3M - $14.3M
|
1.1M
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
284K+ 52.75% |
$11.3M - $12.1M
|
822K
$35.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
279K+ 496.21% |
$11.2M - $11.9M
|
336K
$14.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
269K+ 196.77% |
$10.7M - $11.5M
|
405K
$17.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
254KNew |
$10.2M - $10.9M
|
254K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
200K+ 4.52% |
$8M - $8.56M
|
4.63M
$202M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
192KNew |
$7.68M - $8.21M
|
192K
$8.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
178K+ 125.14% |
$7.12M - $7.62M
|
321K
$14M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
173K+ 48.03% |
$6.91M - $7.39M
|
533K
$23.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
155K+ 32.41% |
$6.17M - $6.6M
|
631K
$27.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
150K+ 47.52% |
$5.98M - $6.4M
|
465K
$20.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
138K+ 214.31% |
$5.53M - $5.91M
|
203K
$8.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
121KNew |
$4.83M - $5.17M
|
121K
$5.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
120KNew |
$4.8M - $5.14M
|
120K
$5.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
120K+ 283.79% |
$4.78M - $5.11M
|
162K
$7.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
117K+ 429.17% |
$4.66M - $4.99M
|
144K
$6.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
107K+ 38.24% |
$4.29M - $4.59M
|
388K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
101K+ 19.43% |
$4.05M - $4.33M
|
623K
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
97.2K+ 100.28% |
$3.88M - $4.15M
|
194K
$8.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
94.4K+ 23.84% |
$3.77M - $4.03M
|
491K
$21.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
88.1K+ 47.72% |
$3.52M - $3.76M
|
273K
$11.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
87.8K+ 175.68% |
$3.5M - $3.75M
|
138K
$6.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
87.2KNew |
$3.48M - $3.73M
|
87.2K
$3.81M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
82.3K+ 146.24% |
$3.29M - $3.51M
|
139K
$6.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
76.1KNew |
$3.04M - $3.25M
|
76.1K
$3.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
73.7K+ 3.59% |
$2.94M - $3.15M
|
2.13M
$92.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
63.5K+ 22.46% |
$2.54M - $2.71M
|
346K
$15.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
62.7K+ 23.55% |
$2.5M - $2.68M
|
329K
$14.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.7K+ 14.18% |
$2.42M - $2.59M
|
489K
$21.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
60.6K+ 21.87% |
$2.42M - $2.59M
|
338K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
59.4K+ 31.63% |
$2.37M - $2.54M
|
247K
$10.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
57.9K+ 34.59% |
$2.31M - $2.47M
|
225K
$9.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57.7K+ 463.96% |
$2.3M - $2.46M
|
70.1K
$3.06M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
54.1KNew |
$2.16M - $2.31M
|
54.1K
$2.36M
|
|