Laidlaw Wealth Management LLC Putnam Master Intermediate Income Trust Transaction History

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	BUY	$3.87 - $4.1 $109,908 - $116,439	28,400 New	28,400 $112,000
Q1 2021 May 17, 2021	SELL	$4.16 - $4.47 $118,144 - $126,948	-28,400 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$4.04 - $4.23 $114,736 - $120,132	28,400 New	28,400 $120,000

Others Institutions Holding PIM

# of Institutions

50

Shares Held

26.3M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

22.8M
Shares

$75.1 Million
1.72% of portfolio
Allspring Global Investments Holdings, LLC

715K
Shares

$2.36 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

580K
Shares

$1.91 Million
0.18% of portfolio
Consolidated Portfolio Review Corp Woodbury, NY

293K
Shares

$966,193
0.15% of portfolio
Morgan Stanley New York, NY

197K
Shares

$649,235
0.0% of portfolio

About PUTNAM MASTER INTERMEDIATE INCOME TRUST

Ticker PIM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Master Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the fixed income markets of the United States. The fund invests in bonds of companies operating across diversified sectors. It benchmarks...

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