PEYAX
Putnam Large Cap Value Fund Class A
1W: -1.3%
1M: -2.2%
3M: +0.3%
YTD: +11.7%
1Y: +13.7%
3Y: +68.5%
5Y: +81.8%
$44.38
+0.16 (+0.36%)
Weekly Expected Move ±1.1%
$43
$44
$44
$45
$45
Institutional Ownership — PEYAX
3
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 23,079 | $1M | — | +0.0% | 28Q | SEC ↗ |
| 2 | OAKWORTH CAPITAL, INC. | 4,774 | $212K | +9 | +0.2% | 4Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 765 | $34K | +2 | +0.3% | 16Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OAKWORTH CAPITAL, INC. | +9 | +0.2% | 4,774 |
| Coston, McIsaac & Partners | +2 | +0.3% | 765 |
Biggest Decreases (0)
None.