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 03, 2019
Q1 2019
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3K- 21.43% |
$12.9K - $13.6K
|
11K
$36.4K
|
|
|
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
$41.4K
|
|
|
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
$47.3K
|
|
| 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
$117K
|
|
|
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
$219K
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-165Closed |
$744 - $771
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-34.8KClosed |
$157K - $163K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 08, 2018
Q2 2018
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-290Closed |
$1.33K - $1.39K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-20KClosed |
$91.7K - $96.3K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Nov 09, 2023
Q1 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-292Closed |
$1.36K - $1.41K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-42KClosed |
$196K - $203K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-17.5KClosed |
$81.6K - $84.7K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-18.6KClosed |
$86.6K - $90K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Sandy Spring Bank
|
SELL
|
- |
-200Closed |
$932 - $968
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.05KClosed |
$4.89K - $5.08K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 07, 2018
Q4 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-756Closed |
$3.49K - $3.7K
|
0
$0
|
|
|
Jan 24, 2018
Q4 2017
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.64KClosed |
$21.5K - $22.7K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-14KClosed |
$64.9K - $66.6K
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
Assetmark, Inc
|
SELL
|
- |
-2.28KClosed |
$10.6K - $10.9K
|
0
$0
|
|