Clarus Wealth Advisors Putnam Master Intermediate Income Trust Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 11, 2019	SELL	$4.53 - $4.64 $6,686 - $6,848	-1,476 Closed	0 $0
Q4 2018 Jan 08, 2019	BUY	$4.14 - $4.58 $6,110 - $6,760	1,476 New	1,476 $7,000
Q4 2018 Jan 07, 2019	SELL	$4.14 - $4.58 $6,110 - $6,760	-1,476 Closed	0 $0
Q2 2018 Jul 05, 2018	BUY	$4.58 - $4.81 $6,760 - $7,099	1,476 New	1,476 $7,000

Others Institutions Holding PIM

# of Institutions

49

Shares Held

26.2M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

22.8M
Shares

$73.3 Million
1.72% of portfolio
Allspring Global Investments Holdings, LLC

727K
Shares

$2.34 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

580K
Shares

$1.87 Million
0.18% of portfolio
Consolidated Portfolio Review Corp Woodbury, NY

267K
Shares

$858,973
0.2% of portfolio
Morgan Stanley New York, NY

197K
Shares

$633,496
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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