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 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $92 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
23,075,285
shares
|
$76.6 Million
1.8% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
1,029,067
shares
|
$3.42 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
692,346
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
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%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
192,444
shares
|
$638,914
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
169,225
shares
|
$561,827
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
167,882
shares
|
$557,368
0.21% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
148,163
shares
|
$491,901
0.4% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
135,169
shares
|
$448,761
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
120,489
shares
|
$400,023
0.16% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
87,091
shares
|
$289,142
0.35% of portfolio
|
Q3 2022
Added 4.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
84,164
shares
|
$279,424
0.0% of portfolio
|
Q1 2025
Reduced 21.89%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
81,687
shares
|
$271,200
0.0% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
80,925
shares
|
$268,671
0.17% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
70,920
shares
|
$235,454
0.0% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
66,272
shares
|
$220,023
0.02% of portfolio
|
Q3 2018
Reduced 2.93%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
62,605
shares
|
$207,848
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
58,357
shares
|
$193,745
0.07% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
52,819
shares
|
$175,359
0.11% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
50,907
shares
|
$169,011
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
50,427
shares
|
$167,417
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
47,072
shares
|
$156,279
0.73% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
43,620
shares
|
$144,818
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
41,398
shares
|
$137,441
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
40,428
shares
|
$134,220
0.0% of portfolio
|
Q1 2025
Added 27.81%
|