Purchases and Sales Made in Q3 2021 in Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
452K+ 3.47% |
$1.82M - $1.92M
|
13.5M
$43.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
202KNew |
$813K - $858K
|
202K
$653K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
30.8KNew |
$124K - $131K
|
30.8K
$99.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7KNew |
$87.1K - $91.8K
|
21.7K
$70K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.32K+ 12.34% |
$37.5K - $39.5K
|
84.8K
$274K
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
7.68K+ 63.59% |
$30.9K - $32.5K
|
19.7K
$63.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.51KNew |
$14.1K - $14.9K
|
3.51K
$11.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.96K+ 59.22% |
$11.9K - $12.6K
|
7.96K
$25.7K
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.3K+ 0.71% |
$5.23K - $5.51K
|
185K
$599K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.22K+ 2.1% |
$4.9K - $5.17K
|
59.2K
$191K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
254+ 0.61% |
$1.02K - $1.08K
|
41.9K
$135K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 1.63% |
$52.3 - $55.1
|
813
$2.63K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-250- 1.87% |
$1K - $1.06K
|
13.1K
$42.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-602- 1.52% |
$2.42K - $2.55K
|
39.1K
$126K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-920Closed |
$3.7K - $3.9K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.71K- 88.4% |
$6.86K - $7.24K
|
224
$724
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.5KClosed |
$10K - $10.6K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.5K- 6.99% |
$14.1K - $14.8K
|
46.6K
$151K
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.77K- 0.6% |
$15.1K - $16K
|
627K
$2.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.58K- 2.32% |
$18.4K - $19.4K
|
193K
$622K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6K- 45.63% |
$24.1K - $25.4K
|
7.15K
$23.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.86K- 32.41% |
$27.6K - $29.1K
|
14.3K
$46.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-9.89K- 12.25% |
$39.8K - $41.9K
|
70.8K
$229K
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
SELL
|
- |
-10.4KClosed |
$42K - $44.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-11.6KClosed |
$46.6K - $49.2K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12K- 90.11% |
$48.3K - $51K
|
1.32K
$4.26K
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
SELL
|
- |
-13.5KClosed |
$54.4K - $57.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.4KClosed |
$73.9K - $78K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18.5K- 39.19% |
$74.4K - $78.4K
|
28.7K
$92.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-59.2KClosed |
$238K - $251K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-59.5KClosed |
$239K - $252K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-71.1KClosed |
$286K - $301K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-122K- 86.56% |
$490K - $517K
|
18.9K
$61.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-125K- 15.7% |
$504K - $531K
|
673K
$2.17M
|