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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,340
shares
|
$18,049
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,000
shares
|
$16,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,885
shares
|
$16,511
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,542
shares
|
$11,971
0.0% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
3,067
shares
|
$10,366
0.0% of portfolio
|
Q4 2024
Reduced 59.73%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,796
shares
|
$6,070
0.0% of portfolio
|
Q1 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
|
Aug 05, 2025 Q2 2025 |
824
shares
|
$2,785
0.0% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
649
shares
|
$2,193
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
400
shares
|
$1,352
0.0% of portfolio
|
Q4 2019
Reduced 56.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
339
shares
|
$1,145
0.0% of portfolio
|
Q4 2024
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
|