Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / MF
-
Total 13F shares
-
28,720
-
Share change
-
+4,552
-
Total reported value
-
$1,114,194
-
Price per share
-
$38.81
-
Number of holders
-
3
-
Value change
-
+$176,654
-
Number of buys
-
2
Institutional Holders of PUTNAM EQUITY INCOME FD NEW CL - MF as of Q3 2025
As of 30 Sep 2025,
PUTNAM EQUITY INCOME FD NEW CL - MF was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
28,720 shares.
The largest 3 holders included
Williams Jones Wealth Management, LLC., OAKWORTH CAPITAL, INC., and Coston, McIsaac & Partners.
This page lists
3
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.