Putnam Large Cap Value-APEYAX

13F holders, Q4 2024 (December 31)
3holders
0new positions
0sold out
$34.45avg. 13F price*

At the end of Q4 2024, 3 institutions reported holding Putnam Large Cap Value-A (PEYAX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($796K), Coston, McIsaac & Partners ($37K) and Tucker Asset Management LLC ($16K).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 181 shares bought, net +181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Williams Jones Wealth Management, LLC. 0.01% No change 23,079 $796K
Coston, McIsaac & Partners 0.01% Add +5.6% 1,086 $37K
Tucker Asset Management LLC 0.00% Add +36.6% 459 $16K

"% 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.