Purchases and Sales Made in Q3 2025 in Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
1.1MNew |
$3.63M - $3.85M
|
1.1M
$3.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
241KNew |
$794K - $842K
|
241K
$808K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.6K+ 100.56% |
$34.7K - $36.9K
|
21.1K
$70.5K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9.22KNew |
$30.3K - $32.2K
|
9.22K
$30.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.87K+ 5.77% |
$9.45K - $10K
|
52.7K
$177K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
600New |
$1.97K - $2.09K
|
600
$2.01K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
200New |
$658 - $698
|
200
$670
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-105- 0.08% |
$345 - $366
|
135K
$452K
|
|
|
Oct 22, 2025
Q3 2025
|
Penbrook Management LLC
|
SELL
|
- |
-550- 0.37% |
$1.81K - $1.92K
|
147K
$493K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-561- 0.89% |
$1.85K - $1.96K
|
62.3K
$209K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-3.46K- 5.81% |
$11.4K - $12.1K
|
56.1K
$188K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-29.8K- 17.93% |
$97.9K - $104K
|
136K
$456K
|