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 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
429+ 1.97% |
$1.41K - $1.5K
|
22.2K
$75.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.5KNew |
$8.23K - $8.73K
|
2.5K
$8.45K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.6K+ 13.54% |
$84.3K - $89.5K
|
215K
$727K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.39K+ 6.41% |
$4.57K - $4.85K
|
23K
$77.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
160K+ 483.39% |
$527K - $559K
|
193K
$653K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12+ 0.34% |
$39.5 - $41.9
|
3.55K
$12K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
46K+ 90.2% |
$151K - $161K
|
97K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
27.7KNew |
$91.1K - $96.7K
|
27.7K
$93.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.5K+ 191.09% |
$80.6K - $85.5K
|
37.3K
$126K
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-604K- 59.1% |
$1.99M - $2.11M
|
418K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-912- 1.11% |
$3K - $3.18K
|
81.5K
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-147K- 0.62% |
$485K - $514K
|
23.5M
$79.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6+ 0.11% |
$19.7 - $20.9
|
5.35K
$18.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16KNew |
$52.6K - $55.8K
|
16K
$54.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
25.9K+ 281.43% |
$85.2K - $90.4K
|
35.1K
$119K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
215+ 0.85% |
$707 - $750
|
25.6K
$86.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.99K+ 1.1% |
$13.1K - $13.9K
|
367K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.2K+ 102.13% |
$145K - $154K
|
87.5K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.3K- 22.17% |
$66.7K - $70.7K
|
71.1K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
580+ 3.53% |
$1.91K - $2.02K
|
17K
$57.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-298- 0.72% |
$980 - $1.04K
|
41.2K
$139K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20.5K+ 12.11% |
$67.4K - $71.5K
|
190K
$641K
|
|
|
Nov 10, 2025
Q3 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
76.9KNew |
$253K - $268K
|
76.9K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
35KNew |
$115K - $122K
|
35K
$118K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
478+ 2.37% |
$1.57K - $1.67K
|
20.7K
$69.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-81- 0.14% |
$266 - $283
|
57.5K
$194K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32.8KNew |
$108K - $115K
|
32.8K
$111K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 1.94% |
$52.6 - $55.8
|
840
$2.84K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69+ 0.66% |
$227 - $241
|
10.6K
$35.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-105- 0.08% |
$345 - $366
|
135K
$457K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-29.8K- 17.93% |
$97.9K - $104K
|
136K
$460K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.87K+ 5.77% |
$9.45K - $10K
|
52.7K
$178K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-561- 0.89% |
$1.85K - $1.96K
|
62.3K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Penbrook Management LLC
|
SELL
|
- |
-550- 0.37% |
$1.81K - $1.92K
|
147K
$497K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
200New |
$658 - $698
|
200
$676
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-3.46K- 5.81% |
$11.4K - $12.1K
|
56.1K
$189K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
241KNew |
$794K - $842K
|
241K
$815K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
600New |
$1.97K - $2.09K
|
600
$2.03K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
1.1MNew |
$3.63M - $3.85M
|
1.1M
$3.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.6K+ 100.56% |
$34.7K - $36.9K
|
21.1K
$71.2K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9.22KNew |
$30.3K - $32.2K
|
9.22K
$31.2K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46- 0.06% |
$146 - $155
|
70.9K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12KNew |
$38.1K - $40.4K
|
12K
$40.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.32KNew |
$23.3K - $24.7K
|
7.32K
$24.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
649New |
$2.06K - $2.19K
|
649
$2.19K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
17KNew |
$54K - $57.2K
|
17K
$57.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
326+ 1.99% |
$1.04K - $1.1K
|
16.7K
$56.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
66.3KNew |
$211K - $223K
|
66.3K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-59.6K- 49.46% |
$190K - $201K
|
60.9K
$206K
|
|