Wilbanks Smith & Thomas Asset Management LLC Putnam Master Intermediate Income Trust Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$4.14 - $4.58 $1,242 - $1,374	-300 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$4.51 - $4.67 $1,353 - $1,401	300 New	300 $1,000

Others Institutions Holding PIM

# of Institutions

Shares Held

26.2M

Call Options Held

Put Options Held

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

View Full List

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...

More about PIM

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