Purchases and Sales Made in Q1 2023 in Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM) during Q1 2023. The information is specifically focused on institutions that hold shares of PUTNAM MASTER INTERMEDIATE INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
677K+ 3.92% |
$2.12M - $2.29M
|
17.9M
$57.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
363KNew |
$1.14M - $1.23M
|
363K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
160K+ 144.27% |
$500K - $540K
|
271K
$874K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
130K+ 52.66% |
$408K - $441K
|
378K
$1.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
78.2KNew |
$245K - $264K
|
78.2K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
40.1KNew |
$125K - $135K
|
40.1K
$129K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40KNew |
$125K - $135K
|
40K
$129K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38KNew |
$119K - $129K
|
38K
$123K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.9KNew |
$65.4K - $70.7K
|
20.9K
$67.5K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
9.5K+ 398.82% |
$29.7K - $32.1K
|
11.9K
$38.4K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.02KNew |
$28.2K - $30.5K
|
9.02K
$29.1K
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
4.97K+ 0.76% |
$15.6K - $16.8K
|
656K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.84K+ 69.16% |
$15.1K - $16.3K
|
11.8K
$38.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.39K+ 5.3% |
$13.7K - $14.8K
|
87.2K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.59K+ 3.87% |
$8.1K - $8.74K
|
69.4K
$224K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 9.62% |
$7.83K - $8.45K
|
28.5K
$92K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.37K+ 160.09% |
$7.42K - $8.01K
|
3.85K
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.28K+ 58.98% |
$4K - $4.32K
|
3.44K
$11.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
909New |
$2.85K - $3.07K
|
909
$2.94K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
287+ 0.55% |
$898 - $970
|
52.4K
$169K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
250+ 4.03% |
$783 - $845
|
6.45K
$20.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67+ 0.47% |
$210 - $226
|
14.3K
$46.1K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
21+ 2.05% |
$65.7 - $71
|
1.05K
$3.38K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-497- 3.14% |
$1.56K - $1.68K
|
15.3K
$49.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.06K- 0.6% |
$3.3K - $3.57K
|
174K
$561K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.07K- 4.73% |
$19K - $20.5K
|
122K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.7K- 8.44% |
$43K - $46.4K
|
149K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.3K- 23.22% |
$47.9K - $51.7K
|
50.6K
$163K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.8K- 56.05% |
$71.4K - $77.1K
|
17.9K
$57.7K
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-29.8K- 3.03% |
$93.1K - $101K
|
952K
$3.07M
|