Purchases and Sales Made in Q2 2025 in Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
33.9K+ 10.29% |
$108K - $114K
|
363K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.5KNew |
$33.4K - $35.4K
|
10.5K
$34.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.16K+ 1.99% |
$3.7K - $3.92K
|
59.5K
$196K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 5.9% |
$3.57K - $3.79K
|
20.2K
$66.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
347+ 0.26% |
$1.1K - $1.17K
|
135K
$446K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
137+ 1.32% |
$436 - $462
|
10.5K
$34.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-550- 0.37% |
$1.75K - $1.85K
|
148K
$487K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-688- 0.84% |
$2.19K - $2.32K
|
80.9K
$267K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.95K- 1.16% |
$6.19K - $6.56K
|
166K
$548K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-3K- 15.23% |
$9.54K - $10.1K
|
16.7K
$55.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21K- 56.16% |
$66.9K - $70.9K
|
16.4K
$54.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-360K- 51.97% |
$1.14M - $1.21M
|
333K
$1.1M
|