Transform Wealth, LLC Putnam Master Intermediate Income Trust Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$2.92 - $3.25 $14,600 - $16,250	5,000 Added 2.56%	200,225 $638,000
Q3 2023 Oct 10, 2023	SELL	$2.99 - $3.24 $502,394 - $544,401	-168,025 Reduced 46.26%	195,225 $589,000
Q1 2023 Apr 14, 2023	BUY	$3.13 - $3.38 $1.14 Million - $1.23 Million	363,250 New	363,250 $1.16 Million

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

$73.5 Million
1.72% of portfolio
Allspring Global Investments Holdings, LLC

727K
Shares

$2.35 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

$861,641
0.2% of portfolio
Morgan Stanley New York, NY

197K
Shares

$635,463
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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