Institutional Ownership Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $95.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
23,638,204
shares
|
$79 Million
1.69% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
1,102,294
shares
|
$3.68 Million
2.73% of portfolio
|
Q3 2025
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
1,022,467
shares
|
$3.42 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
363,197
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
241,227
shares
|
$805,698
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
189,389
shares
|
$632,559
0.0% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
169,225
shares
|
$565,211
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
169,225
shares
|
$565,211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Penbrook Management LLC
|
Oct 22, 2025 Q3 2025 |
147,063
shares
|
$491,190
0.38% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
136,178
shares
|
$454,834
0.16% of portfolio
|
Q3 2025
Reduced 17.93%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
135,064
shares
|
$451,113
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
91,390
shares
|
$305,242
0.0% of portfolio
|
Q2 2025
Added 81.23%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
87,091
shares
|
$290,883
0.35% of portfolio
|
Q3 2022
Added 4.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
82,452
shares
|
$275,389
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
80,925
shares
|
$270,289
0.16% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
70,874
shares
|
$236,719
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
66,272
shares
|
$221,348
0.02% of portfolio
|
Q3 2018
Reduced 2.93%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
66,272
shares
|
$221,348
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
62,283
shares
|
$208,025
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
57,548
shares
|
$192,210
0.0% of portfolio
|
Q2 2025
Reduced 29.55%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
56,060
shares
|
$187,240
0.05% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
52,819
shares
|
$176,415
0.11% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
52,688
shares
|
$175,977
0.02% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
51,000
shares
|
$170,340
0.05% of portfolio
|
Q2 2025
Added 88.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
43,280
shares
|
$144,555
0.0% of portfolio
|
Q2 2025
Reduced 0.78%
|