Putnam Focused Lrg Cap Value
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
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Ronald Lenihan@Seacrest Wealth Management, Llc
| 0.25% | $2.305M 62,105 shares@ 37.12 avg price | Increased 101.61% |
James Krause@Wealthcare Advisory Partners Llc
| 0.04% | $1.19M 32,068 shares@ 37.12 avg price | Increased 2.81% |
James M. Nestor@Sentinel Pension Advisors Inc.
| 0.21% | $1.097M 29,554 shares@ 37.12 avg price | Decreased -2.27% |
William J Cox@Cox Capital Mgt Llc
| 0.5% | $767,159 20,667 shares@ 37.12 avg price | New Position |
Sara Smith@Brand Asset Management Group, Inc.
| 0.22% | $540,972 14,574 shares@ 37.12 avg price | Increased 44.06% |
Gary Wagner@Carnegie Investment Counsel
| 0.01% | $317,859 8,563 shares@ 37.13 avg price | New Position |
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
| 0.01% | $28,247 761 shares@ 37.12 avg price | New Position |