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 66 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 $96.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
9,500
shares
|
$32,110
0.01% of portfolio
|
Q1 2024
Reduced 20.05%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
9,220
shares
|
$31,163
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,346
shares
|
$18,069
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$16,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,885
shares
|
$16,511
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,554
shares
|
$12,012
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
3,067
shares
|
$10,366
0.0% of portfolio
|
Q4 2024
Reduced 59.73%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$8,450
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,000
shares
|
$3,380
0.0% of portfolio
|
Q1 2020
Added 300.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
840
shares
|
$2,839
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
649
shares
|
$2,193
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
600
shares
|
$2,028
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
400
shares
|
$1,352
0.0% of portfolio
|
Q4 2019
Reduced 56.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
339
shares
|
$1,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
200
shares
|
$676
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|