| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Williams Jones Wealth Management, LLC. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2024 | 20 |
| WILLIAMS JONES & ASSOCIATES LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 9 |
| Coston, McIsaac & Partners | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
| TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
| FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
This page lists all the filers that currently own PUTNAM EQUITY INCOME FD NEW CL or have owned PUTNAM EQUITY INCOME FD NEW CL in the past.