Putnam Large Cap Value-APEYAX

13F holders, Q1 2024 (March 31)
3holders
$34.61avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding Putnam Large Cap Value-A (PEYAX) in their 13F filings. The largest holders were Williams Jones Wealth Management, LLC. ($799K), Coston, McIsaac & Partners ($35K) and Tucker Asset Management LLC ($12K).

Company
Putnam Large Cap Value-A
CUSIP
746745108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 3 holders

Williams Jones Wealth Management, LLC. 0.01% No change 23,079 $799K
Coston, McIsaac & Partners 0.01% Add +0.3% 1,022 $35K
Tucker Asset Management LLC 0.00% Add +0.3% 335 $12K

"% of holder's portfolio" is PEYAX's weight in each manager's 13F, not the share of Putnam Large Cap Value-A the manager owns.