Latest Institutional Purchases of Putnam Master Intermediate Income Trust (PIM)
This list provides information on the latest institutional transactions involving Putnam Master Intermediate Income Trust (PIM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.15M+ 5.56% |
$3.65M - $3.76M
|
21.9M
$69.7M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
240KNew |
$759K - $783K
|
240K
$764K
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
70KNew |
$221K - $228K
|
70K
$223K
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
22.1K+ 90.86% |
$69.7K - $71.9K
|
46.4K
$147K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 14.84% |
$40.5K - $41.8K
|
99.2K
$316K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.54K+ 255.8% |
$17.5K - $18.1K
|
7.7K
$24.5K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.5K+ 2.88% |
$11.1K - $11.4K
|
125K
$397K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.25K+ 7.11% |
$10.3K - $10.6K
|
48.9K
$156K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.96K+ 8.29% |
$9.34K - $9.63K
|
38.6K
$123K
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.46K+ 1.4% |
$7.77K - $8.02K
|
178K
$566K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.35K+ 221.37% |
$7.43K - $7.66K
|
3.41K
$10.9K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
963+ 10.22% |
$3.04K - $3.14K
|
10.4K
$33K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
600+ 1.29% |
$1.9K - $1.96K
|
47.2K
$150K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
517+ 3.5% |
$1.63K - $1.69K
|
15.3K
$48.6K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
235+ 0.32% |
$743 - $766
|
74K
$235K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
229+ 0.35% |
$724 - $747
|
65.9K
$210K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135+ 0.28% |
$427 - $440
|
48.3K
$154K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
170K+ 29.62% |
$496K - $552K
|
743K
$2.36M
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
20KNew |
$58.4K - $65K
|
20K
$63.6K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2KNew |
$41.5K - $46.2K
|
14.2K
$45.2K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.8KNew |
$31.4K - $34.9K
|
10.8K
$34.2K
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
10.6KNew |
$31K - $34.5K
|
10.6K
$33.7K
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
10.5KNew |
$30.7K - $34.1K
|
10.5K
$33.4K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10KNew |
$29.2K - $32.5K
|
10K
$31.8K
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5K+ 2.56% |
$14.6K - $16.3K
|
200K
$637K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.16KNew |
$12.1K - $13.5K
|
4.16K
$13.2K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2KNew |
$5.84K - $6.5K
|
2K
$6.36K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.74K+ 28.04% |
$5.07K - $5.65K
|
7.94K
$25.2K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.73KNew |
$5.05K - $5.62K
|
1.73K
$5.5K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.5K+ 50.0% |
$4.38K - $4.88K
|
4.5K
$14.3K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
266+ 0.34% |
$777 - $865
|
78.9K
$251K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.54% |
$2.92 - $3.25
|
187
$595
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
75.7KNew |
$226K - $245K
|
75.7K
$241K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39.7KNew |
$119K - $129K
|
39.7K
$126K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$60.8K - $65.9K
|
20.3K
$64.7K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 58.12% |
$35.2K - $38.2K
|
32.1K
$102K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3KNew |
$8.97K - $9.72K
|
3K
$9.54K
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
221KNew |
$685K - $714K
|
221K
$703K
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
24.4KNew |
$75.6K - $78.8K
|
24.4K
$77.6K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13KNew |
$40.3K - $42K
|
13K
$41.3K
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.02KNew |
$28.2K - $30.5K
|
9.02K
$28.7K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
21+ 2.05% |
$65.7 - $71
|
1.05K
$3.33K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
61.3KNew |
$196K - $207K
|
61.3K
$195K
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35.8KNew |
$114K - $121K
|
35.8K
$114K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
18.5KNew |
$59.3K - $62.4K
|
18.5K
$58.9K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.9KNew |
$44.5K - $46.8K
|
13.9K
$44.2K
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$37.9K - $40K
|
11.9K
$37.7K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8.39KNew |
$26.8K - $28.3K
|
8.39K
$26.7K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
7.62KNew |
$24.4K - $25.7K
|
7.62K
$24.2K
|