Purchases and Sales Made in Q3 2024 in Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM) during Q3 2024. 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 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.4M+ 6.55% |
$4.48M - $4.83M
|
22.8M
$73.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.5K+ 427.09% |
$222K - $240K
|
85.8K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.8K+ 317.69% |
$105K - $113K
|
43.1K
$139K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$68.9K - $74.3K
|
21.5K
$69.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14.7K+ 5.84% |
$47.1K - $50.8K
|
267K
$859K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5KNew |
$46.4K - $50K
|
14.5K
$46.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.5K+ 38.63% |
$43.1K - $46.5K
|
48.4K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.2KNew |
$29.4K - $31.7K
|
9.2K
$29.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.51K+ 15.15% |
$8.02K - $8.65K
|
19.1K
$61.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.84KNew |
$5.88K - $6.34K
|
1.84K
$5.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
516+ 0.26% |
$1.65K - $1.78K
|
197K
$633K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$1.6K - $1.73K
|
500
$1.61K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
401+ 2.01% |
$1.28K - $1.38K
|
20.4K
$65.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
328+ 0.18% |
$1.05K - $1.13K
|
179K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
285+ 1.83% |
$912 - $983
|
15.9K
$51.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 2.12% |
$51.2 - $55.2
|
772
$2.49K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-750- 1.58% |
$2.4K - $2.59K
|
46.8K
$151K
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-1.2K- 0.8% |
$3.84K - $4.14K
|
149K
$479K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.14K- 3.33% |
$6.83K - $7.37K
|
62.1K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.4K- 69.33% |
$7.68K - $8.28K
|
1.06K
$3.42K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.09K- 8.6% |
$9.9K - $10.7K
|
32.9K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.82K- 3.19% |
$12.2K - $13.2K
|
116K
$373K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.67K- 2.96% |
$15K - $16.1K
|
153K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.5K- 43.15% |
$43.4K - $46.7K
|
17.8K
$57.5K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-14.8K- 2.49% |
$47.4K - $51.1K
|
580K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-38.2K- 48.15% |
$122K - $132K
|
41.1K
$132K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-49.6K- 72.2% |
$159K - $171K
|
19.1K
$61.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-86K- 10.58% |
$275K - $297K
|
727K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-103K- 43.13% |
$328K - $354K
|
135K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-132K- 96.11% |
$423K - $456K
|
5.34K
$17.2K
|