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 65 institutions that hold shares in the stock, with a total of 28.4 Million shares, which have been reported (via 13F filing form) to have a value of $96 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
23,490,875
shares
|
$79.4 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
1,102,294
shares
|
$3.73 Million
2.73% of portfolio
|
Q3 2025
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
418,152
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2025
Reduced 59.1%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
367,187
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
241,227
shares
|
$815,347
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
215,027
shares
|
$726,791
0.0% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
193,220
shares
|
$653,083
0.01% of portfolio
|
Q3 2025
Added 483.39%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
189,725
shares
|
$641,270
0.0% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
169,225
shares
|
$571,980
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Penbrook Management LLC
|
Oct 22, 2025 Q3 2025 |
147,063
shares
|
$497,072
0.38% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
136,178
shares
|
$460,281
0.16% of portfolio
|
Q3 2025
Reduced 17.93%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
135,064
shares
|
$456,516
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
97,000
shares
|
$327,860
0.09% of portfolio
|
Q3 2025
Added 90.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
87,480
shares
|
$295,682
0.0% of portfolio
|
Q3 2025
Added 102.13%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
87,091
shares
|
$294,367
0.35% of portfolio
|
Q3 2022
Added 4.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
81,540
shares
|
$275,605
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
80,925
shares
|
$273,526
0.16% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
76,870
shares
|
$259,820
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
71,131
shares
|
$240,422
0.0% of portfolio
|
Q3 2025
Reduced 22.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
70,937
shares
|
$239,767
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
66,272
shares
|
$223,999
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
66,272
shares
|
$223,999
0.02% of portfolio
|
Q3 2018
Reduced 2.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
62,283
shares
|
$210,516
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
57,467
shares
|
$194,238
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
56,060
shares
|
$189,482
0.05% of portfolio
|
Q3 2025
Reduced 5.81%
|
|