9258 Wealth Management, LLC Putnam Master Intermediate Income Trust Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$3.47 - $4.9 $43,666 - $61,661	-12,584 Closed	0 $0
Q4 2019 Feb 06, 2020	SELL	$4.58 - $4.84 $27,480 - $29,040	-6,000 Reduced 32.29%	12,584 $60,000
Q2 2019 Aug 07, 2019	SELL	$4.47 - $4.61 $16,762 - $17,287	-3,750 Reduced 16.79%	18,584 $85,000
Q4 2018 Feb 12, 2019	BUY	$4.14 - $4.58 $92,462 - $102,289	22,334 New	22,334 $95,000

Others Institutions Holding PIM

# of Institutions

48

Shares Held

26.2M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

22.8M
Shares

$73.1 Million
1.72% of portfolio
Allspring Global Investments Holdings, LLC

727K
Shares

$2.33 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

580K
Shares

$1.86 Million
0.18% of portfolio
Consolidated Portfolio Review Corp Woodbury, NY

267K
Shares

$856,306
0.2% of portfolio
Morgan Stanley New York, NY

197K
Shares

$631,528
0.0% of portfolio

About PUTNAM MASTER INTERMEDIATE INCOME TRUST

Ticker PIM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Master Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the fixed income markets of the United States. The fund invests in bonds of companies operating across diversified sectors. It benchmarks...

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