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Putnam Sustainable Leaders (PLDR)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bailard, Inc.
DECREASED
Shares62,185 from 63,803
Change-1,618 (-3%)
Value$2.1M (-$272.8K)
Filed 2026-05-11
Bond & Devick Financial Network, Inc.
INCREASED
Shares46,187 from 41,444
Change+4,743 (+11%)
Value$1.6M (+$18.6K)
Filed 2026-04-08
Royal Bank of Canada
DECREASED
Shares16,258 from 19,563
Change-3,305 (-17%)
Value$549.0K (-$179.0K)
Filed 2026-05-15
Citadel Advisors LLC
DECREASED
Shares13,496 from 19,413
Change-5,917 (-30%)
Value$456.1K (-$266.3K)
Filed 2026-05-15
Triumph Capital Management
INCREASED
Shares411 from 348
Change+63 (+18%)
Value$13.9K (+$940)
Filed 2026-05-13
UBS Group AG
DECREASED
Shares3 from 75
Change-72 (-96%)
Value$101 (-$2.7K)
Filed 2026-05-05
Franklin Resources Inc
CLOSED
Shares0 from 23,322,468
Change-23,322,468 (-100%)
Value$0 (-$867.8M)
Filed 2026-05-13
Flow Traders U.S. LLC
CLOSED
Shares0 from 8,532
Change-8,532 (-100%)
Value$0 (-$317)
Filed 2026-05-15
Federation des caisses Desjardins du Quebec
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$11.2K)
Filed 2026-05-14
Morgan Stanley
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$49)
Filed 2026-05-15
Status
Bailard, Inc.
DECREASED62,18563,803-1,618-3%$2.4M$2.1M-$272.8K2026-05-11
Bond & Devick Financial Network, Inc.
INCREASED46,18741,444+4,743+11%$1.5M$1.6M+$18.6K2026-04-08
Royal Bank of Canada
DECREASED16,25819,563-3,305-17%$728.0K$549.0K-$179.0K2026-05-15
Citadel Advisors LLC
DECREASED13,49619,413-5,917-30%$722.4K$456.1K-$266.3K2026-05-15
Triumph Capital Management
INCREASED411348+63+18%$12.9K$13.9K+$9402026-05-13
UBS Group AG
DECREASED375-72-96%$2.8K$101-$2.7K2026-05-05
Franklin Resources Inc
CLOSED023,322,468-23,322,468-100%$867.8M$0-$867.8M2026-05-13
Flow Traders U.S. LLC
CLOSED08,532-8,532-100%$317$0-$3172026-05-15
Federation des caisses Desjardins du Quebec
CLOSED0300-300-100%$11.2K$0-$11.2K2026-05-14
Morgan Stanley
CLOSED01-1-100%$49$0-$492026-05-15
Showing 10 of 10 institutions