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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

PGRO

PGRO — 13F Filings Explorer

Putnam Focused Lrg Cap Grow

-$1.2M

Net Activity

Institutions Holding

18

Popularity Rank

#8457

Avg Weight

0.28%

Total Value

$52.5M

Ownership Trend

18 institutions currently hold PGRO, with 9 net buyers and 10 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

10

Net Buying Institutions

9

Key Holders

Key Holders

Top 5 by Value

Cetera Investment Advisers

Next Level Private LLC

Benjamin Edwards INC

Sequent Planning LLC

HighTower Advisors, LLC

Top 5 by Conviction

Next Level Private LLC

Prosperity Financial Group, Inc.

Sequent Planning LLC

Professional Financial Advisors, LLC

WealthCare Investment Partners, LLC

View all 18 holding institutions

Quarterly Activity

Recent Activity

+$40.4M

Total Buy Value

$23.1M

Total Sell Value

New buy2

Trim5

Add7

Sold out5

9

Net Buyers

10

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PUTNAM FOCUSED LRG CAP GROW (PGRO)?

Major stakeholders currently include Cetera Investment Advisers ($16.6M), Next Level Private LLC ($8.3M), Benjamin Edwards INC ($4.4M). Based on the latest 13F filings, there are a total of 18 tracked investment funds and institutions maintaining positions in PGRO.

What is the overall institutional sentiment toward PGRO recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.2M, driven by 9 managers accumulating shares while 10 reduced their exposure.

Which institutions have been selling or reducing their PGRO positions?

In the latest period, 5 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $23.1M.

Are there any notable investors adding PGRO to their portfolios?

Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 7 existing holders added to their shares. The total reported buy value for the quarter amounted to $40.4M.

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