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Putnam Equity Income FD New CL

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares23,079 from 23,079
Change0 (0%)
Value$1.0M (+$20.8K)
Filed 2026-11-05
Oakworth Capital, Inc.
INCREASED
Shares4,785 from 4,774
Change+11 (+0%)
Value$211.2K (+$4.4K)
Filed 2026-10-26
Coston, McIsaac & Partners
INCREASED
Shares767 from 765
Change+2 (+0%)
Value$33.9K (+$33.8K)
Filed 2026-11-06
Transce3nd, LLC
NEW
Shares197
Change+197
Value$9.0K
Filed 2026-10-26
Status
Williams Jones Wealth Management, Llc.
UNCHANGED23,07923,07900%$997.7K$1.0M+$20.8K2026-11-05
Oakworth Capital, Inc.
INCREASED4,7854,774+11+0%$206.8K$211.2K+$4.4K2026-10-26
Coston, McIsaac & Partners
INCREASED767765+2+0%$33$33.9K+$33.8K2026-11-06
Transce3nd, LLC
NEW197—+197——$9.0K—2026-10-26
Showing 4 of 4 institutions