Purchases and Sales Made in Q1 2025 in Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
135KNew |
$435K - $452K
|
135K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
91K+ 0.4% |
$294K - $305K
|
23.1M
$77.1M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
50.9KNew |
$164K - $171K
|
50.9K
$170K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
36.5K+ 12.48% |
$118K - $122K
|
329K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.2K+ 116.89% |
$65.2K - $67.7K
|
37.5K
$125K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19.7KNew |
$63.6K - $66K
|
19.7K
$65.8K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.7K+ 224.5% |
$50.6K - $52.5K
|
22.7K
$75.7K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
13.4K+ 98.69% |
$43.3K - $44.9K
|
27K
$90.2K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8KNew |
$41.4K - $42.9K
|
12.8K
$42.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$36.3K - $37.7K
|
11.3K
$37.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$34.3K - $35.6K
|
10.6K
$35.5K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.68K+ 86.5% |
$31.3K - $32.4K
|
20.9K
$69.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.23K+ 12.73% |
$29.8K - $30.9K
|
81.7K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.8K+ 27.81% |
$28.4K - $29.5K
|
40.4K
$135K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.8KNew |
$5.8K - $6.02K
|
1.8K
$6K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
985+ 2.14% |
$3.18K - $3.3K
|
47.1K
$157K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
559+ 2.69% |
$1.81K - $1.87K
|
21.4K
$71.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
313+ 0.5% |
$1.01K - $1.05K
|
62.6K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
299+ 0.16% |
$966 - $1K
|
192K
$643K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
272+ 2.69% |
$879 - $911
|
10.4K
$34.7K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
199+ 1.23% |
$643 - $667
|
16.3K
$54.6K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
141+ 0.34% |
$455 - $472
|
41.4K
$138K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
141+ 0.32% |
$455 - $472
|
43.6K
$146K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21+ 2.67% |
$67.8 - $70.4
|
808
$2.7K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$3.23 - $3.35
|
5.34K
$17.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-350- 0.69% |
$1.13K - $1.17K
|
50.4K
$168K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-600- 0.4% |
$1.94K - $2.01K
|
148K
$495K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-777- 1.31% |
$2.51K - $2.6K
|
58.4K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-809Closed |
$2.61K - $2.71K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.91K- 3.95% |
$22.3K - $23.1K
|
168K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 15.14% |
$40.9K - $42.4K
|
70.9K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-14.9K- 11.04% |
$48.3K - $50.1K
|
120K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.2K- 37.5% |
$49.2K - $51K
|
25.4K
$84.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-23K- 3.22% |
$74.3K - $77.1K
|
692K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.6K- 21.89% |
$76.2K - $79K
|
84.2K
$281K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-36.7K- 3.44% |
$119K - $123K
|
1.03M
$3.44M
|