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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.35K+ 221.37% |
$7.43K - $7.66K
|
3.41K
$11K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-519- 0.28% |
$1.64K - $1.69K
|
187K
$604K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.54K+ 255.8% |
$17.5K - $18.1K
|
7.7K
$24.9K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.5K+ 2.88% |
$11.1K - $11.4K
|
125K
$403K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-125K- 65.51% |
$395K - $408K
|
65.8K
$213K
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.15M+ 5.56% |
$3.65M - $3.76M
|
21.9M
$70.8M
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
70KNew |
$221K - $228K
|
70K
$226K
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.09K- 0.37% |
$9.76K - $10.1K
|
827K
$2.67M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-2.38K- 20.05% |
$7.53K - $7.77K
|
9.5K
$30.7K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.96K+ 8.29% |
$9.34K - $9.63K
|
38.6K
$125K
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
22.1K+ 90.86% |
$69.7K - $71.9K
|
46.4K
$150K
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-667K- 51.04% |
$2.11M - $2.18M
|
640K
$2.07M
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.5K- 9.94% |
$4.74K - $4.89K
|
13.6K
$43.9K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-97- 1.84% |
$307 - $316
|
5.17K
$16.7K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135+ 0.28% |
$427 - $440
|
48.3K
$156K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
963+ 10.22% |
$3.04K - $3.14K
|
10.4K
$33.6K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.25K+ 7.11% |
$10.3K - $10.6K
|
48.9K
$158K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
517+ 3.5% |
$1.63K - $1.69K
|
15.3K
$49.4K
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.46K+ 1.4% |
$7.77K - $8.02K
|
178K
$574K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
600+ 1.29% |
$1.9K - $1.96K
|
47.2K
$152K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 14.84% |
$40.5K - $41.8K
|
99.2K
$321K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.37K- 1.38% |
$10.7K - $11K
|
240K
$776K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-227- 23.45% |
$717 - $740
|
741
$2.39K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
229+ 0.35% |
$724 - $747
|
65.9K
$213K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
235+ 0.32% |
$743 - $766
|
74K
$239K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
240KNew |
$759K - $783K
|
240K
$776K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-56K- 84.85% |
$164K - $182K
|
10K
$32.3K
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-33.9K- 55.21% |
$99K - $110K
|
27.5K
$88.8K
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-13.6K- 54.59% |
$39.6K - $44.1K
|
11.3K
$36.5K
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
10.5KNew |
$30.7K - $34.1K
|
10.5K
$33.9K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.16KNew |
$12.1K - $13.5K
|
4.16K
$13.4K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
20KNew |
$58.4K - $65K
|
20K
$64.6K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.74K+ 28.04% |
$5.07K - $5.65K
|
7.94K
$25.6K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
266+ 0.34% |
$777 - $865
|
78.9K
$255K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.54% |
$2.92 - $3.25
|
187
$604
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
10.6KNew |
$31K - $34.5K
|
10.6K
$34.3K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
170K+ 29.62% |
$496K - $552K
|
743K
$2.4M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2KNew |
$5.84K - $6.5K
|
2K
$6.46K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.5K+ 50.0% |
$4.38K - $4.88K
|
4.5K
$14.5K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10KNew |
$29.2K - $32.5K
|
10K
$32.3K
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5K+ 2.56% |
$14.6K - $16.3K
|
200K
$647K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.73KNew |
$5.05K - $5.62K
|
1.73K
$5.58K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.8KNew |
$31.4K - $34.9K
|
10.8K
$34.7K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2KNew |
$41.5K - $46.2K
|
14.2K
$45.9K
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-17K- 10.18% |
$49.6K - $55.3K
|
150K
$484K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3KNew |
$8.97K - $9.72K
|
3K
$9.69K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$60.8K - $65.9K
|
20.3K
$65.7K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 58.12% |
$35.2K - $38.2K
|
32.1K
$104K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39.7KNew |
$119K - $129K
|
39.7K
$128K
|