Purchases and Sales Made in Q4 2024 in Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
486K+ 83.91% |
$1.56M - $1.66M
|
1.07M
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
223K+ 0.98% |
$716K - $763K
|
23M
$76.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
205KNew |
$659K - $702K
|
205K
$679K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
169KNew |
$543K - $579K
|
169K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
72.5KNew |
$233K - $248K
|
72.5K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
59.1KNew |
$190K - $202K
|
59.1K
$196K
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
46.1KNew |
$148K - $158K
|
46.1K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.6KNew |
$102K - $108K
|
31.6K
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
26K+ 9.76% |
$83.5K - $89K
|
293K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.3KNew |
$55.5K - $59.1K
|
17.3K
$57.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.2KNew |
$35.9K - $38.3K
|
11.2K
$37K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$34.3K - $36.6K
|
10.7K
$35.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.1KNew |
$32.5K - $34.6K
|
10.1K
$33.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
7.7K+ 23.41% |
$24.7K - $26.3K
|
40.6K
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
7.5K+ 10.12% |
$24.1K - $25.7K
|
81.6K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$16.1K - $17.1K
|
5K
$16.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.46K+ 9.23% |
$14.3K - $15.3K
|
52.8K
$175K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.95K+ 8.43% |
$12.7K - $13.5K
|
50.8K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.91K+ 180.23% |
$6.14K - $6.55K
|
2.98K
$9.85K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$3.45K - $3.68K
|
1.08K
$3.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
407+ 2.0% |
$1.31K - $1.39K
|
20.8K
$68.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
357+ 0.83% |
$1.15K - $1.22K
|
43.5K
$144K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
339New |
$1.09K - $1.16K
|
339
$1.12K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
287+ 1.81% |
$921 - $982
|
16.1K
$53.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
241+ 0.18% |
$774 - $824
|
135K
$448K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
228+ 0.37% |
$732 - $780
|
62.3K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
151+ 0.37% |
$485 - $516
|
41.3K
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 1.94% |
$48.2 - $51.3
|
787
$2.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$3.21 - $3.42
|
5.34K
$17.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 12.53% |
$3.21K - $3.42K
|
6.98K
$23.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.32K- 8.62% |
$4.24K - $4.51K
|
14K
$46.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.22K- 2.59% |
$7.14K - $7.6K
|
83.6K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-4.55K- 59.73% |
$14.6K - $15.6K
|
3.07K
$10.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.59K- 2.33% |
$14.7K - $15.7K
|
192K
$636K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.71K- 2.63% |
$15.1K - $16.1K
|
175K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.12K- 7.01% |
$26.1K - $27.8K
|
108K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.3K- 1.55% |
$36.1K - $38.5K
|
715K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-21K- 44.49% |
$67.4K - $71.8K
|
26.2K
$86.7K
|