PVAL

Putnam Focused Lrg Cap Value

Latest period2024 - Q4Total superinvestors19

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 19 superinvestors own shares of Putnam Focused Lrg Cap Value (PVAL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Putnam Focused Lrg Cap Value (PVAL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Putnam Focused Lrg Cap Value (PVAL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Putnam Focused Lrg Cap Value (PVAL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Matthew Liebman@Amplius Wealth Advisors, Llc
Recent Activity
Increased 10.29%
6.58%
$64.136M
1.728M shares@ 37.12 avg price
Daniel Sowa@Sowa Financial Group, Inc.
Recent Activity
Increased 40.42%
10.66%
$17.017M
458,420 shares@ 37.13 avg price
Christopher MacBean@Harbor Group, Inc.
Recent Activity
Increased 86.5%
2.94%
$13.087M
352,556 shares@ 37.12 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 58.71%
0.81%
$9.569M
257,796 shares@ 37.13 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
Increased 8.14%
1.21%
$8.93M
240,561 shares@ 37.13 avg price
Keith Mahan@Stonecrest Wealth Management, Inc.
Recent Activity
Increased 6.46%
4.24%
$6.49M
174,834 shares@ 37.12 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
Increased 7.2%
0.95%
$6.309M
169,949 shares@ 37.13 avg price
Barbara Olson@Baker Tilly Wealth Management, Llc
Recent Activity
Increased 775.1%
1.33%
$3.375M
90,914 shares@ 37.13 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 101.61%
0.25%
$2.305M
62,105 shares@ 37.12 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 2.81%
0.04%
$1.19M
32,068 shares@ 37.12 avg price