Latest Institutional Transactions on Putnam Master Intermediate Income Trust (PIM)
This table provides information on the latest institutional transactions involving Putnam Master Intermediate Income Trust (PIM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$68.9K - $74.3K
|
21.5K
$69.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
401+ 2.01% |
$1.28K - $1.38K
|
20.4K
$65.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-38.2K- 48.15% |
$122K - $132K
|
41.1K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.09K- 8.6% |
$9.9K - $10.7K
|
32.9K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.82K- 3.19% |
$12.2K - $13.2K
|
116K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.8K+ 317.69% |
$105K - $113K
|
43.1K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.4K- 69.33% |
$7.68K - $8.28K
|
1.06K
$3.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
516+ 0.26% |
$1.65K - $1.78K
|
197K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.2KNew |
$29.4K - $31.7K
|
9.2K
$29.7K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-14.8K- 2.49% |
$47.4K - $51.1K
|
580K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.5K+ 427.09% |
$222K - $240K
|
85.8K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.4M+ 6.55% |
$4.48M - $4.83M
|
22.8M
$73.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.5K+ 38.63% |
$43.1K - $46.5K
|
48.4K
$156K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-132K- 96.11% |
$423K - $456K
|
5.34K
$17.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
285+ 1.83% |
$912 - $983
|
15.9K
$51.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.5K- 43.15% |
$43.4K - $46.7K
|
17.8K
$57.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-49.6K- 72.2% |
$159K - $171K
|
19.1K
$61.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-750- 1.58% |
$2.4K - $2.59K
|
46.8K
$151K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-103K- 43.13% |
$328K - $354K
|
135K
$437K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 2.12% |
$51.2 - $55.2
|
772
$2.49K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.67K- 2.96% |
$15K - $16.1K
|
153K
$494K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14.7K+ 5.84% |
$47.1K - $50.8K
|
267K
$862K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-86K- 10.58% |
$275K - $297K
|
727K
$2.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$1.6K - $1.73K
|
500
$1.62K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.14K- 3.33% |
$6.83K - $7.37K
|
62.1K
$200K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.51K+ 15.15% |
$8.02K - $8.65K
|
19.1K
$61.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5KNew |
$46.4K - $50K
|
14.5K
$46.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-1.2K- 0.8% |
$3.84K - $4.14K
|
149K
$481K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
328+ 0.18% |
$1.05K - $1.13K
|
179K
$580K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.84KNew |
$5.88K - $6.34K
|
1.84K
$5.94K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.6KNew |
$54.1K - $56.9K
|
17.6K
$56.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
50K+ 71.42% |
$154K - $162K
|
120K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-46.7K- 5.65% |
$143K - $151K
|
780K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.41K- 23.16% |
$7.39K - $7.77K
|
7.98K
$25.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27- 0.52% |
$82.9 - $87.2
|
5.14K
$16.6K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
24KNew |
$73.7K - $77.5K
|
24K
$77.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
19.7KNew |
$60.5K - $63.6K
|
19.7K
$63.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.89KNew |
$15K - $15.8K
|
4.89K
$15.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
79+ 0.11% |
$243 - $255
|
74.1K
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.3KNew |
$47K - $49.5K
|
15.3K
$49.5K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
130New |
$411 - $424
|
130
$420
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-125K- 65.51% |
$395K - $408K
|
65.8K
$213K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-2.38K- 20.05% |
$7.53K - $7.77K
|
9.5K
$30.7K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.5K- 9.94% |
$4.74K - $4.89K
|
13.6K
$43.9K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
600+ 1.29% |
$1.9K - $1.96K
|
47.2K
$152K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
240KNew |
$759K - $783K
|
240K
$776K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-33.9K- 55.21% |
$99K - $110K
|
27.5K
$88.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-56K- 84.85% |
$164K - $182K
|
10K
$32.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-13.6K- 54.59% |
$39.6K - $44.1K
|
11.3K
$36.5K
|
|