Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-360K- 51.97% |
$1.14M - $1.21M
|
333K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-59.6K- 49.46% |
$190K - $201K
|
60.9K
$206K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.5K- 62.75% |
$116K - $123K
|
21.7K
$73.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.1K- 29.55% |
$76.8K - $81.3K
|
57.5K
$195K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21K- 56.16% |
$66.9K - $70.9K
|
16.4K
$55.5K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-6.6K- 0.64% |
$21K - $22.2K
|
1.02M
$3.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.06K- 1.59% |
$9.71K - $10.3K
|
189K
$640K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-3K- 15.23% |
$9.54K - $10.1K
|
16.7K
$56.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.95K- 1.16% |
$6.19K - $6.56K
|
166K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.71K- 2.03% |
$5.44K - $5.77K
|
82.5K
$279K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.09K- 2.14% |
$3.47K - $3.68K
|
49.8K
$168K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-688- 0.84% |
$2.19K - $2.32K
|
80.9K
$274K
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-550- 0.37% |
$1.75K - $1.85K
|
148K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-340- 0.78% |
$1.08K - $1.15K
|
43.3K
$146K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46- 0.06% |
$146 - $155
|
70.9K
$240K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.2K- 37.5% |
$49.2K - $51K
|
25.4K
$85.7K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-809Closed |
$2.61K - $2.71K
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-21K- 44.49% |
$67.4K - $71.8K
|
26.2K
$88.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-4.55K- 59.73% |
$14.6K - $15.6K
|
3.07K
$10.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.32K- 8.62% |
$4.24K - $4.51K
|
14K
$47.3K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-49.6K- 72.2% |
$159K - $171K
|
19.1K
$64.6K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-46.7K- 5.65% |
$143K - $151K
|
780K
$2.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27- 0.52% |
$82.9 - $87.2
|
5.14K
$17.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-125K- 65.51% |
$395K - $408K
|
65.8K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-2.38K- 20.05% |
$7.53K - $7.77K
|
9.5K
$32.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-56K- 84.85% |
$164K - $182K
|
10K
$33.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-33.9K- 55.21% |
$99K - $110K
|
27.5K
$93K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-13.6K- 54.59% |
$39.6K - $44.1K
|
11.3K
$38.2K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.19K- 21.71% |
$19.2K - $20K
|
22.3K
$75.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29.8K- 71.0% |
$96.9K - $106K
|
12.2K
$41.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-4.7K- 23.8% |
$15.3K - $16.7K
|
15K
$50.9K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-820Closed |
$2.72K - $2.96K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-77.2KClosed |
$266K - $302K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-30.8KClosed |
$106K - $120K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-16.5KClosed |
$56.7K - $64.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-15.4KClosed |
$52.8K - $60K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.5KClosed |
$5.16K - $5.87K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-28.7KClosed |
$111K - $118K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-3.51KClosed |
$13.6K - $14.4K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-876Closed |
$3.39K - $3.59K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-224Closed |
$867 - $918
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-59.5KClosed |
$239K - $252K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
SELL
|
- |
-13.5KClosed |
$54.4K - $57.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-11.6KClosed |
$46.6K - $49.2K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
SELL
|
- |
-10.4KClosed |
$42K - $44.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.5KClosed |
$10K - $10.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-69.4KClosed |
$289K - $298K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-31.9KClosed |
$133K - $137K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-31.7KClosed |
$132K - $136K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-17KClosed |
$70.7K - $72.9K
|
0
$0
|
|