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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.5K+ 50.0% |
$4.38K - $4.88K
|
4.5K
$14.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.54% |
$2.92 - $3.25
|
187
$613
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
75.7KNew |
$226K - $245K
|
75.7K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39.7KNew |
$119K - $129K
|
39.7K
$130K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
24.4KNew |
$75.6K - $78.8K
|
24.4K
$80K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.02KNew |
$28.2K - $30.5K
|
9.02K
$29.6K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
21+ 2.05% |
$65.7 - $71
|
1.05K
$3.43K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
61.3KNew |
$194K - $207K
|
61.3K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35.8KNew |
$113K - $121K
|
35.8K
$117K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
18.5KNew |
$58.7K - $62.6K
|
18.5K
$60.8K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.9KNew |
$44.1K - $47K
|
13.9K
$45.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$37.6K - $40.1K
|
11.9K
$38.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8.39KNew |
$26.6K - $28.3K
|
8.39K
$27.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
3.93K+ 4.73% |
$12.8K - $14K
|
87.1K
$286K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
15KNew |
$49.8K - $54.2K
|
15K
$49.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
736New |
$2.44K - $2.66K
|
736
$2.41K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
115New |
$382 - $415
|
115
$377
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13New |
$43.2 - $46.9
|
13
$42.6
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
80.8K+ 23.45% |
$278K - $316K
|
425K
$1.4M
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
28.4KNew |
$110K - $116K
|
28.4K
$93.2K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$54.2K - $56.7K
|
13.4K
$44K
|
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
BUY
|
- |
452New |
$1.83K - $1.91K
|
452
$1.48K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3K+ 300.0% |
$10.4K - $14.7K
|
4K
$13.1K
|
|
| Q4 2018 | |||||||
|
Jan 28, 2019
Q4 2018
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.3KNew |
$59.2K - $65.5K
|
14.3K
$46.9K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
35.3KNew |
$159K - $165K
|
35.3K
$116K
|
|