Purchases and Sales Made in Q3 2022 in Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM) during Q3 2022. 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 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.95M+ 12.92% |
$6.33M - $6.92M
|
17M
$55M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
116K+ 17.6% |
$377K - $412K
|
775K
$2.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
19.6K+ 28.32% |
$63.6K - $69.5K
|
88.7K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
3.93K+ 4.73% |
$12.8K - $14K
|
87.1K
$281K
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.46K+ 1.41% |
$7.99K - $8.72K
|
176K
$570K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
2.38KNew |
$7.74K - $8.46K
|
2.38K
$7.69K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.83K+ 2.22% |
$5.94K - $6.49K
|
84K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04K+ 2.03% |
$3.39K - $3.7K
|
52.3K
$169K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1KNew |
$3.25K - $3.55K
|
1K
$3.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
59+ 0.17% |
$192 - $209
|
34.9K
$113K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 1.87% |
$52 - $56.8
|
873
$2.82K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.15K- 51.09% |
$3.75K - $4.09K
|
1.1K
$3.57K
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.5K- 7.29% |
$4.88K - $5.33K
|
19.1K
$61.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.48K- 5.75% |
$8.07K - $8.81K
|
40.7K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.1K- 3.04% |
$13.3K - $14.6K
|
131K
$422K
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-4.7K- 23.8% |
$15.3K - $16.7K
|
15K
$48.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Penbrook Management LLC
|
SELL
|
- |
-5.68K- 3.03% |
$18.4K - $20.1K
|
181K
$586K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.76K- 9.21% |
$22K - $24K
|
66.7K
$215K
|
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-7.8K- 0.83% |
$25.4K - $27.7K
|
926K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8K- 78.7% |
$26K - $28.4K
|
2.17K
$6.99K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29.8K- 71.0% |
$96.9K - $106K
|
12.2K
$39.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-51.7K- 52.21% |
$168K - $183K
|
47.3K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-56K- 26.98% |
$182K - $199K
|
152K
$490K
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-133K- 71.95% |
$433K - $473K
|
52K
$168K
|