PEYAX PUTNAM EQUITY INCOME FD NEW CL: institutional ownership and insider trading

3 funds reported holding $1.24M of PUTNAM EQUITY INCOME FD NEW CL in their latest 13F filings; in Q2 2026 funds net bought $475, with 0 new positions and 0 funds selling out.

Largest institutional holders of PEYAX

  1. Williams Jones Wealth Management, LLC. — $998K
  2. Oakworth Capital, Inc. — $207K
  3. Coston, McIsaac & Partners — $33.0K

All PEYAX 13F holders