Purchases and Sales Made in Q4 2023 in Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
864K+ 4.34% |
$2.52M - $2.81M
|
20.8M
$67M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
170K+ 29.62% |
$496K - $552K
|
743K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
115K+ 89.86% |
$337K - $375K
|
244K
$787K
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
92.4K+ 7.6% |
$270K - $300K
|
1.31M
$4.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
32.9K+ 256.78% |
$96K - $107K
|
45.7K
$147K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.5K+ 25.28% |
$71.5K - $79.6K
|
121K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
20KNew |
$58.4K - $65K
|
20K
$64.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2KNew |
$41.5K - $46.2K
|
14.2K
$45.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.8KNew |
$31.4K - $34.9K
|
10.8K
$34.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
10.6KNew |
$31K - $34.5K
|
10.6K
$34.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
10.5KNew |
$30.7K - $34.1K
|
10.5K
$33.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10KNew |
$29.2K - $32.5K
|
10K
$32.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
5.04K+ 26.2% |
$14.7K - $16.4K
|
24.3K
$78.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5K+ 2.56% |
$14.6K - $16.3K
|
200K
$647K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.16KNew |
$12.1K - $13.5K
|
4.16K
$13.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2KNew |
$5.84K - $6.5K
|
2K
$6.46K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.97K+ 1.14% |
$5.76K - $6.41K
|
175K
$566K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.74K+ 28.04% |
$5.07K - $5.65K
|
7.94K
$25.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.73KNew |
$5.05K - $5.62K
|
1.73K
$5.58K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.5K+ 50.0% |
$4.38K - $4.88K
|
4.5K
$14.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
266+ 0.34% |
$777 - $865
|
78.9K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
239+ 0.36% |
$698 - $777
|
65.7K
$212K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
186+ 1.28% |
$543 - $605
|
14.8K
$47.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
132+ 2.57% |
$385 - $429
|
5.26K
$17K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21+ 2.22% |
$61.3 - $68.3
|
968
$3.13K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.54% |
$2.92 - $3.25
|
187
$604
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-877- 45.23% |
$2.56K - $2.85K
|
1.06K
$3.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.21K- 4.39% |
$6.46K - $7.19K
|
48.2K
$156K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.23K- 8.31% |
$9.42K - $10.5K
|
35.6K
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.11K- 30.38% |
$12K - $13.4K
|
9.43K
$30.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.55K- 6.03% |
$16.2K - $18K
|
86.4K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.6K- 2.9% |
$16.3K - $18.2K
|
188K
$606K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-7.26K- 8.95% |
$21.2K - $23.6K
|
73.8K
$238K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.55K- 4.36% |
$25K - $27.8K
|
188K
$606K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-13.6K- 54.59% |
$39.6K - $44.1K
|
11.3K
$36.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-17K- 10.18% |
$49.6K - $55.3K
|
150K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-24.8K- 2.91% |
$72.5K - $80.7K
|
830K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-33.9K- 55.21% |
$99K - $110K
|
27.5K
$88.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-56K- 84.85% |
$164K - $182K
|
10K
$32.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-91.8K- 32.48% |
$268K - $298K
|
191K
$616K
|