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 |
|---|---|---|---|---|---|---|---|
|
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
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
169KNew |
$538K - $570K
|
169K
$572K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
66.3KNew |
$211K - $223K
|
66.3K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41K+ 81.23% |
$130K - $138K
|
91.4K
$309K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
33.9K+ 10.29% |
$108K - $114K
|
363K
$1.23M
|
|
|
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 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
17KNew |
$54K - $57.2K
|
17K
$57.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12KNew |
$38.1K - $40.4K
|
12K
$40.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.5KNew |
$33.4K - $35.4K
|
10.5K
$35.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.32KNew |
$23.3K - $24.7K
|
7.32K
$24.8K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
649New |
$2.06K - $2.19K
|
649
$2.19K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
566+ 19.02% |
$1.8K - $1.91K
|
3.54K
$12K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
426+ 1.99% |
$1.35K - $1.44K
|
21.8K
$73.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
347+ 0.26% |
$1.1K - $1.17K
|
135K
$457K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
326+ 1.99% |
$1.04K - $1.1K
|
16.7K
$56.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
239+ 0.38% |
$760 - $805
|
62.8K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
137+ 1.32% |
$436 - $462
|
10.5K
$35.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
51+ 0.12% |
$162 - $172
|
41.4K
$140K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 1.98% |
$50.9 - $53.9
|
824
$2.79K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19.7KNew |
$63.6K - $66K
|
19.7K
$66.6K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8KNew |
$41.4K - $42.9K
|
12.8K
$43.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$36.3K - $37.7K
|
11.3K
$38K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$34.3K - $35.6K
|
10.6K
$35.9K
|
|
|
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 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.8K+ 27.81% |
$28.4K - $29.5K
|
40.4K
$137K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.8KNew |
$5.8K - $6.02K
|
1.8K
$6.07K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
985+ 2.14% |
$3.18K - $3.3K
|
47.1K
$159K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$3.23 - $3.35
|
5.34K
$18K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
205KNew |
$659K - $702K
|
205K
$694K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
169KNew |
$543K - $579K
|
169K
$572K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
20.2KNew |
$65K - $69.2K
|
20.2K
$68.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$34.3K - $36.6K
|
10.7K
$36.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$16.1K - $17.1K
|
5K
$16.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.46K+ 9.23% |
$14.3K - $15.3K
|
52.8K
$179K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$3.45K - $3.68K
|
1.08K
$3.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
339New |
$1.09K - $1.16K
|
339
$1.15K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$68.9K - $74.3K
|
21.5K
$72.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.2KNew |
$29.4K - $31.7K
|
9.2K
$31.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.84KNew |
$5.88K - $6.34K
|
1.84K
$6.22K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$1.6K - $1.73K
|
500
$1.69K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
50K+ 71.42% |
$154K - $162K
|
120K
$406K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
24KNew |
$73.7K - $77.5K
|
24K
$81.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.89KNew |
$15K - $15.8K
|
4.89K
$16.5K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
240KNew |
$759K - $783K
|
240K
$812K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
130New |
$411 - $424
|
130
$439
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2KNew |
$41.5K - $46.2K
|
14.2K
$48K
|
|