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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.7KClosed |
$86K - $92.4K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16KClosed |
$66.6K - $71.5K
|
0
$0
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-749Closed |
$3.12K - $3.35K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-2KClosed |
$8.08K - $8.46K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.5KClosed |
$10K - $10.7K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.59KClosed |
$6.36K - $6.83K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1KClosed |
$4K - $4.29K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-100Closed |
$400 - $429
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-28.4KClosed |
$105K - $128K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.48KClosed |
$5.44K - $6.67K
|
0
$0
|
|
Q1 2020 | |||||||
May 07, 2020
Q1 2020
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-12.6KClosed |
$43.7K - $61.7K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-12.6KClosed |
$43.7K - $61.7K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.5KClosed |
$5.21K - $7.35K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 16, 2020
Q4 2019
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-23.9KClosed |
$110K - $116K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-876Closed |
$4.01K - $4.24K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-522- 56.62% |
$2.39K - $2.53K
|
400
$1.3K
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-398Closed |
$1.82K - $1.93K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-95Closed |
$435 - $460
|
0
$0
|
|
Q3 2019 | |||||||
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.48KClosed |
$6.69K - $6.85K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.02KClosed |
$4.63K - $4.75K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-2.39KClosed |
$10.7K - $11K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.5KClosed |
$6.72K - $6.93K
|
0
$0
|
|
Aug 15, 2019
Q2 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.47K- 9.21% |
$6.55K - $6.75K
|
14.4K
$47.1K
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.04KClosed |
$4.65K - $4.79K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-255Closed |
$1.14K - $1.18K
|
0
$0
|
|
Q1 2019 | |||||||
Apr 02, 2019
Q1 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-8KClosed |
$34.3K - $36.3K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.51KClosed |
$27.9K - $29.5K
|
0
$0
|
|
May 03, 2019
Q1 2019
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3K- 21.43% |
$12.9K - $13.6K
|
11K
$35.9K
|
|
Q4 2018 | |||||||
Feb 11, 2019
Q4 2018
|
Stephens Inc
|
SELL
|
- |
-41.9KClosed |
$173K - $192K
|
0
$0
|
|
Jan 31, 2019
Q4 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-35.9KClosed |
$149K - $165K
|
0
$0
|
|
Jun 13, 2019
Q4 2018
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.8K- 12.59% |
$7.45K - $8.24K
|
12.5K
$40.8K
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-340Closed |
$1.41K - $1.56K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-300Closed |
$1.24K - $1.37K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-42.6KClosed |
$192K - $199K
|
0
$0
|
|
Nov 06, 2018
Q3 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-34.8KClosed |
$157K - $163K
|
0
$0
|
|
Nov 09, 2018
Q3 2018
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2K- 2.93% |
$9.02K - $9.34K
|
66.3K
$216K
|
|
Dec 06, 2018
Q3 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-314Closed |
$1.42K - $1.47K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-165Closed |
$744 - $771
|
0
$0
|
|
Q2 2018 | |||||||
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-20KClosed |
$91.7K - $96.3K
|
0
$0
|
|
Aug 08, 2018
Q2 2018
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-290Closed |
$1.33K - $1.39K
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-42KClosed |
$196K - $203K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-18.6KClosed |
$86.6K - $90K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-17.5KClosed |
$81.6K - $84.7K
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.05KClosed |
$4.89K - $5.08K
|
0
$0
|
|
Nov 09, 2023
Q1 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-292Closed |
$1.36K - $1.41K
|
0
$0
|
|
May 04, 2018
Q1 2018
|
Sandy Spring Bank
|
SELL
|
- |
-200Closed |
$932 - $968
|
0
$0
|
|
Q4 2017 | |||||||
Jan 24, 2018
Q4 2017
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.64KClosed |
$21.5K - $22.7K
|
0
$0
|
|
Feb 07, 2018
Q4 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-756Closed |
$3.49K - $3.7K
|
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
|