Putnam Large Cap Value-APEYAX
13F holders, Q1 2025 (March 31)2holders −1
0new positions
1sold out
$35.14avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Putnam Large Cap Value-A (PEYAX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($811K) and Coston, McIsaac & Partners ($38K).
- Company
- Putnam Large Cap Value-A
- CUSIP
- 746745108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $16K |
All 13F filers, Q4 2024 → Q1 2025: 3 shares bought and 459 shares sold, net −456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 23,079 | $811K |
| Coston, McIsaac & Partners | 0.01% | Add +0.3% | 1,089 | $38K |
"% 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.