Institutional Ownership
Putnam Equity Income Fd New CL
CUSIP 746745108MFPEYAXQ1 2026
Institutional Holders
3
13F filers
Shares Held
28.6K
Aggregate institutional
Institutional Value
$1.10M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased0
Decreased1
Sold out0
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 23.1K | $912.5K | 0 | Held |
| 2 | Oakworth Capital, Inc. | 4.8K | $188.4K | 0 | Held |
| 3 | Coston, Mcisaac & Partners | 763 | $30 | −382 | Reduced |