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 49 institutions that hold shares in the stock, with a total of 26.2 Million shares, which have been reported (via 13F filing form) to have a value of $84.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
22,761,272
shares
|
$74.2 Million
1.72% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
726,604
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
579,516
shares
|
$1.89 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
266,762
shares
|
$869,644
0.2% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
196,738
shares
|
$641,365
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
179,499
shares
|
$585,166
0.23% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
153,034
shares
|
$498,890
0.0% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
148,763
shares
|
$484,967
0.35% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
135,196
shares
|
$440,738
0.18% of portfolio
|
Q3 2024
Reduced 43.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
115,867
shares
|
$377,726
0.0% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
87,091
shares
|
$283,916
0.35% of portfolio
|
Q3 2022
Added 4.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
85,799
shares
|
$279,704
0.0% of portfolio
|
Q3 2024
Added 427.09%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
74,113
shares
|
$241,608
0.17% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
66,272
shares
|
$216,046
0.02% of portfolio
|
Q3 2018
Reduced 2.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
62,064
shares
|
$202,328
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
48,355
shares
|
$157,637
0.1% of portfolio
|
Q3 2024
Added 38.63%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
47,200
shares
|
$153,872
0.01% of portfolio
|
Q1 2024
Added 1.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
46,829
shares
|
$152,662
0.0% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
43,122
shares
|
$140,577
0.0% of portfolio
|
Q3 2024
Added 317.69%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
41,106
shares
|
$134,005
0.01% of portfolio
|
Q3 2024
Reduced 48.15%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
32,888
shares
|
$107,214
0.0% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
21,540
shares
|
$70,220
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
20,401
shares
|
$66,507
0.0% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
19,700
shares
|
$64,221
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
19,115
shares
|
$62,314
0.01% of portfolio
|
Q3 2024
Reduced 72.2%
|