Sea Crest Wealth Management, LLC Putnam Master Intermediate Income Trust Transaction History

Sea Crest Wealth Management, LLC

$916 Million
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 19, 2019	SELL	$4.47 - $4.61 $6,718 - $6,928	-1,503 Closed	0 $0
Q2 2018 Aug 03, 2018	SELL	$4.58 - $4.81 $20,239 - $21,255	-4,419 Reduced 74.62%	1,503 $7,000
Q1 2018 Apr 20, 2018	SELL	$4.66 - $4.84 $3,262 - $3,388	-700 Reduced 10.57%	5,922 $28,000
Q4 2017 Feb 02, 2018	BUY	$4.62 - $4.89 $30,593 - $32,381	6,622	6,622 $32,000

Others Institutions Holding PIM

# of Institutions

50

Shares Held

26.3M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

22.8M
Shares

$75.6 Million
1.72% of portfolio
Allspring Global Investments Holdings, LLC

715K
Shares

$2.37 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

580K
Shares

$1.92 Million
0.18% of portfolio
Consolidated Portfolio Review Corp Woodbury, NY

293K
Shares

$972,049
0.15% of portfolio
Morgan Stanley New York, NY

197K
Shares

$653,170
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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