PUTNAM FOCUSED LRG CAP GROW (PGRO) Institutional Ownership Changes & 13F Activity
PUTNAM FOCUSED LRG CAP GROW (PGRO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rfg Advisory, Llc, Cetera Investment Advisers, Hightower Advisors, Llc, Next Level Private Llc, and &Partners.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| &Partners | Buy | +32,707 | +66.6% | 81,851 | $3.90M | Q2 2026 | Aug 14, 2026 |
| Sequent Planning Llc | Buy | +17,667 | +17.4% | 119,206 | $5.68M | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | Buy | +119,580 | +29.0% | 532,108 | $25.36M | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Buy | +2,890 | +15.3% | 21,809 | $1.04M | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Buy | +5,000 | — | 5,000 | $238.30K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Sell | -5,572 | -6.9% | 74,899 | $3.57M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +4,805 | — | 4,805 | $229.02K | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Buy | +16,476 | — | 16,476 | $785.00K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +8,037 | +104.8% | 15,708 | $748.66K | Q2 2026 | Aug 03, 2026 |
| Mgo One Seven Llc | Sell | -83 | -0.4% | 20,652 | $984.27K | Q2 2026 | Jul 31, 2026 |
| Prosperity Financial Group, Inc. | Buy | +2,425 | +2.7% | 92,024 | $4.39M | Q2 2026 | Jul 28, 2026 |
| Benjamin Edwards Inc | Buy | +20,151 | +18.5% | 128,843 | $6.14M | Q2 2026 | Jul 24, 2026 |
| Rfg Advisory, Llc | Buy | +264,218 | — | 264,218 | $12.59M | Q2 2026 | Jul 15, 2026 |
| Next Level Private Llc | Buy | +62,583 | +30.3% | 268,851 | $12.81M | Q2 2026 | Jul 09, 2026 |
| Professional Financial Advisors, Llc | Sell | -588 | -0.8% | 74,126 | $3.53M | Q2 2026 | Jul 09, 2026 |
| Hightower Advisors, Llc | Sell | -97,848 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about PGRO activity
Which institutional owners are buying PGRO?
Institutional owners buying PGRO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PGRO activity?
"Buy" means an investor increased their reported position in PGRO compared to the prior reporting period. This reflects growing exposure to PUTNAM FOCUSED LRG CAP GROW (PGRO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PGRO increasing?
Institutional interest in PGRO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.