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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.5K- 62.75% |
$116K - $123K
|
21.7K
$73.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.06K- 1.59% |
$9.71K - $10.3K
|
189K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
563K+ 2.44% |
$1.79M - $1.9M
|
23.6M
$79.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.71K- 2.03% |
$5.44K - $5.77K
|
82.5K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
169KNew |
$538K - $570K
|
169K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-340- 0.78% |
$1.08K - $1.15K
|
43.3K
$146K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
566+ 19.02% |
$1.8K - $1.91K
|
3.54K
$12K
|
|
|
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
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
51+ 0.12% |
$162 - $172
|
41.4K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46- 0.06% |
$146 - $155
|
70.9K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-6.6K- 0.64% |
$21K - $22.2K
|
1.02M
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.32KNew |
$23.3K - $24.7K
|
7.32K
$24.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33.1KNew |
$105K - $112K
|
33.1K
$112K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
24K+ 88.89% |
$76.3K - $80.9K
|
51K
$172K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
649New |
$2.06K - $2.19K
|
649
$2.19K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
426+ 1.99% |
$1.35K - $1.44K
|
21.8K
$73.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41K+ 81.23% |
$130K - $138K
|
91.4K
$309K
|
|
|
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 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
239+ 0.38% |
$760 - $805
|
62.8K
$212K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.09K- 2.14% |
$3.47K - $3.68K
|
49.8K
$168K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-59.6K- 49.46% |
$190K - $201K
|
60.9K
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 1.98% |
$50.9 - $53.9
|
824
$2.79K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21K- 56.16% |
$66.9K - $70.9K
|
16.4K
$55.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.1K- 29.55% |
$76.8K - $81.3K
|
57.5K
$195K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.95K- 1.16% |
$6.19K - $6.56K
|
166K
$561K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
137+ 1.32% |
$436 - $462
|
10.5K
$35.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.16K+ 1.99% |
$3.7K - $3.92K
|
59.5K
$201K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 5.9% |
$3.57K - $3.79K
|
20.2K
$68.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-550- 0.37% |
$1.75K - $1.85K
|
148K
$499K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-360K- 51.97% |
$1.14M - $1.21M
|
333K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-3K- 15.23% |
$9.54K - $10.1K
|
16.7K
$56.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
33.9K+ 10.29% |
$108K - $114K
|
363K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
347+ 0.26% |
$1.1K - $1.17K
|
135K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-688- 0.84% |
$2.19K - $2.32K
|
80.9K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.5KNew |
$33.4K - $35.4K
|
10.5K
$35.5K
|
|
| Q1 2025 | |||||||
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
985+ 2.14% |
$3.18K - $3.3K
|
47.1K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.68K+ 86.5% |
$31.3K - $32.4K
|
20.9K
$70.5K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-809Closed |
$2.61K - $2.71K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.8K+ 27.81% |
$28.4K - $29.5K
|
40.4K
$137K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$3.23 - $3.35
|
5.34K
$18K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.2K- 37.5% |
$49.2K - $51K
|
25.4K
$85.7K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8KNew |
$41.4K - $42.9K
|
12.8K
$43.3K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19.7KNew |
$63.6K - $66K
|
19.7K
$66.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$34.3K - $35.6K
|
10.6K
$35.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$36.3K - $37.7K
|
11.3K
$38K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.8KNew |
$5.8K - $6.02K
|
1.8K
$6.07K
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
20.2KNew |
$65K - $69.2K
|
20.2K
$68.4K
|
|