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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-688- 0.84% |
$2.19K - $2.32K
|
80.9K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
347+ 0.26% |
$1.1K - $1.17K
|
135K
$447K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
33.9K+ 10.29% |
$108K - $114K
|
363K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.5KNew |
$33.4K - $35.4K
|
10.5K
$34.8K
|
|
| Q1 2025 | |||||||
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
985+ 2.14% |
$3.18K - $3.3K
|
47.1K
$156K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.6K- 21.89% |
$76.2K - $79K
|
84.2K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-809Closed |
$2.61K - $2.71K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
299+ 0.16% |
$966 - $1K
|
192K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
141+ 0.34% |
$455 - $472
|
41.4K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 15.14% |
$40.9K - $42.4K
|
70.9K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.68K+ 86.5% |
$31.3K - $32.4K
|
20.9K
$69K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-36.7K- 3.44% |
$119K - $123K
|
1.03M
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
13.4K+ 98.69% |
$43.3K - $44.9K
|
27K
$89.4K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.8K+ 27.81% |
$28.4K - $29.5K
|
40.4K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$3.23 - $3.35
|
5.34K
$17.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
559+ 2.69% |
$1.81K - $1.87K
|
21.4K
$70.7K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.2K- 37.5% |
$49.2K - $51K
|
25.4K
$84K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
50.9KNew |
$164K - $171K
|
50.9K
$169K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
141+ 0.32% |
$455 - $472
|
43.6K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
91K+ 0.4% |
$294K - $305K
|
23.1M
$76.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
313+ 0.5% |
$1.01K - $1.05K
|
62.6K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.91K- 3.95% |
$22.3K - $23.1K
|
168K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-14.9K- 11.04% |
$48.3K - $50.1K
|
120K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
272+ 2.69% |
$879 - $911
|
10.4K
$34.4K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-350- 0.69% |
$1.13K - $1.17K
|
50.4K
$167K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8KNew |
$41.4K - $42.9K
|
12.8K
$42.4K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
199+ 1.23% |
$643 - $667
|
16.3K
$54.1K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19.7KNew |
$63.6K - $66K
|
19.7K
$65.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.23K+ 12.73% |
$29.8K - $30.9K
|
81.7K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$34.3K - $35.6K
|
10.6K
$35.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-23K- 3.22% |
$74.3K - $77.1K
|
692K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$36.3K - $37.7K
|
11.3K
$37.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.2K+ 116.89% |
$65.2K - $67.7K
|
37.5K
$124K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-777- 1.31% |
$2.51K - $2.6K
|
58.4K
$193K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.8KNew |
$5.8K - $6.02K
|
1.8K
$5.94K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21+ 2.67% |
$67.8 - $70.4
|
808
$2.67K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-600- 0.4% |
$1.94K - $2.01K
|
148K
$490K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.5K+ 156.6% |
$114K - $121K
|
58.1K
$192K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
20.2KNew |
$65K - $69.2K
|
20.2K
$67K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$34.3K - $36.6K
|
10.7K
$35.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$16.1K - $17.1K
|
5K
$16.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.91K+ 180.23% |
$6.14K - $6.55K
|
2.98K
$9.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
339New |
$1.09K - $1.16K
|
339
$1.12K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
205KNew |
$659K - $702K
|
205K
$679K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-4.55K- 59.73% |
$14.6K - $15.6K
|
3.07K
$10.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-21K- 44.49% |
$67.4K - $71.8K
|
26.2K
$86.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$3.45K - $3.68K
|
1.08K
$3.56K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.46K+ 9.23% |
$14.3K - $15.3K
|
52.8K
$175K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.32K- 8.62% |
$4.24K - $4.51K
|
14K
$46.3K
|
|