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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
$50.9K - $52.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-31.7KClosed |
$132K - $136K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-31.9KClosed |
$133K - $137K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-624Closed |
$2.6K - $2.68K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-69.4KClosed |
$289K - $298K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16KClosed |
$66.7K - $68.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-17KClosed |
$70.7K - $72.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-749Closed |
$3.12K - $3.35K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.7KClosed |
$86K - $92.4K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.8KClosed |
$128K - $138K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16KClosed |
$66.6K - $71.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$54.2K - $56.7K
|
13.4K
$43.2K
|
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
BUY
|
- |
452New |
$1.83K - $1.91K
|
452
$1.46K
|
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-2KClosed |
$8.08K - $8.46K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.59KClosed |
$6.36K - $6.83K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-100Closed |
$400 - $429
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1KClosed |
$4K - $4.29K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.5KClosed |
$10K - $10.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-28.4KClosed |
$105K - $128K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.48KClosed |
$5.44K - $6.67K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3K+ 300.0% |
$10.4K - $14.7K
|
4K
$12.9K
|
|
|
May 07, 2020
Q1 2020
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-12.6KClosed |
$43.7K - $61.7K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-12.6KClosed |
$43.7K - $61.7K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.5KClosed |
$5.21K - $7.35K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-398Closed |
$1.82K - $1.93K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-95Closed |
$435 - $460
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-876Closed |
$4.01K - $4.24K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-522- 56.62% |
$2.39K - $2.53K
|
400
$1.29K
|
|
|
Jan 16, 2020
Q4 2019
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-23.9KClosed |
$110K - $116K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.48KClosed |
$6.69K - $6.85K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.02KClosed |
$4.63K - $4.75K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.47K- 9.21% |
$6.55K - $6.75K
|
14.4K
$46.5K
|
|
|
Aug 06, 2019
Q2 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-255Closed |
$1.14K - $1.18K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.5KClosed |
$6.72K - $6.93K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-2.39KClosed |
$10.7K - $11K
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.04KClosed |
$4.65K - $4.79K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 03, 2019
Q1 2019
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3K- 21.43% |
$12.9K - $13.6K
|
11K
$35.4K
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.51KClosed |
$27.9K - $29.5K
|
0
$0
|
|
|
Apr 02, 2019
Q1 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-8KClosed |
$34.3K - $36.3K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jun 13, 2019
Q4 2018
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.8K- 12.59% |
$7.45K - $8.24K
|
12.5K
$40.3K
|
|
|
Feb 11, 2019
Q4 2018
|
Stephens Inc
|
SELL
|
- |
-41.9KClosed |
$173K - $192K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-300Closed |
$1.24K - $1.37K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-340Closed |
$1.41K - $1.56K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-35.9KClosed |
$149K - $165K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.3KNew |
$59.2K - $65.5K
|
14.3K
$46K
|
|
| Q3 2018 | |||||||
|
Dec 06, 2018
Q3 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-314Closed |
$1.42K - $1.47K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
35.3KNew |
$159K - $165K
|
35.3K
$114K
|
|
|
Nov 14, 2018
Q3 2018
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-42.6KClosed |
$192K - $199K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2K- 2.93% |
$9.02K - $9.34K
|
66.3K
$213K
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-165Closed |
$744 - $771
|
0
$0
|
|