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 62 institutions that hold shares in the stock, with a total of 27.8 Million shares, which have been reported (via 13F filing form) to have a value of $93.8 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
|
$79.9 Million
1.69% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
1,022,467
shares
|
$3.46 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
363,197
shares
|
$1.23 Million
0.17% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
332,510
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.97%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
189,389
shares
|
$640,134
0.0% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
169,225
shares
|
$571,980
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
169,225
shares
|
$571,980
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
165,935
shares
|
$560,860
0.2% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
147,613
shares
|
$498,931
0.39% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
135,169
shares
|
$456,871
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
91,390
shares
|
$308,898
0.0% of portfolio
|
Q2 2025
Added 81.23%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
82,452
shares
|
$278,687
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
80,925
shares
|
$273,526
0.17% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
70,874
shares
|
$239,554
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
66,272
shares
|
$223,999
0.02% of portfolio
|
Q3 2018
Reduced 2.93%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
66,272
shares
|
$223,999
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
62,844
shares
|
$212,412
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
60,890
shares
|
$205,808
0.08% of portfolio
|
Q2 2025
Reduced 49.46%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
59,520
shares
|
$201,177
0.06% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
57,548
shares
|
$194,512
0.0% of portfolio
|
Q2 2025
Reduced 29.55%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
52,819
shares
|
$178,528
0.11% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
51,000
shares
|
$172,380
0.05% of portfolio
|
Q2 2025
Added 88.89%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
49,816
shares
|
$168,378
0.02% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
43,280
shares
|
$146,286
0.0% of portfolio
|
Q2 2025
Reduced 0.78%
|