Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / MF
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
28,720
-
Shares change
-
+4,552
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Total reported value, excl. options
-
$1,114,194
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Value change
-
+$176,654
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Number of buys
-
2
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Price
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$38.81
Significant Holders of PUTNAM EQUITY INCOME FD NEW CL - MF as of Q3 2025
3 filings reported holding 746745108 - PUTNAM EQUITY INCOME FD NEW CL - MF as of Q3 2025.
PUTNAM EQUITY INCOME FD NEW CL - MF has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28,720 shares
.
Largest 3 shareholders include Williams Jones Wealth Management, LLC. (23,079 shares), OAKWORTH CAPITAL, INC. (4,548 shares), and Coston, McIsaac & Partners (1,093 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.