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Putnam Shrt DUR Incm Y

Q3 2023 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q3 2023Q2 2023Q3 2022Q2 2019
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wealthspire Advisors, LLC
NEW
Shares35,728
Change+35,728
Value$361.6K
Filed 2026-08-11
Atlas Wealth LLC
CLOSED
Shares0 from 29,193
Change-29,193 (-100%)
Value$0 (-$293.4K)
Filed 2026-07-28
Status
Wealthspire Advisors, LLC
NEW35,728—+35,728——$361.6K—2026-08-11
Atlas Wealth LLC
CLOSED029,193-29,193-100%$293.4K$0-$293.4K2026-07-28
Showing 2 of 2 institutions