Latest Institutional Transactions on Putnam Master Intermediate Income Trust (PIM)
This table provides information on the latest institutional transactions involving Putnam Master Intermediate Income Trust (PIM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
151+ 0.37% |
$485 - $516
|
41.3K
$137K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
339New |
$1.09K - $1.16K
|
339
$1.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
228+ 0.37% |
$732 - $780
|
62.3K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 12.53% |
$3.21K - $3.42K
|
6.98K
$23.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-4.55K- 59.73% |
$14.6K - $15.6K
|
3.07K
$10.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
287+ 1.81% |
$921 - $982
|
16.1K
$53.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
205KNew |
$659K - $702K
|
205K
$679K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-21K- 44.49% |
$67.4K - $71.8K
|
26.2K
$86.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$3.45K - $3.68K
|
1.08K
$3.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.3K- 1.55% |
$36.1K - $38.5K
|
715K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
59.1KNew |
$190K - $202K
|
59.1K
$196K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
26K+ 9.76% |
$83.5K - $89K
|
293K
$969K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 1.94% |
$48.2 - $51.3
|
787
$2.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.1KNew |
$32.5K - $34.6K
|
10.1K
$33.5K
|
|
|
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
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
7.5K+ 10.12% |
$24.1K - $25.7K
|
81.6K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
169KNew |
$543K - $579K
|
169K
$560K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.32K- 8.62% |
$4.24K - $4.51K
|
14K
$46.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.71K- 2.63% |
$15.1K - $16.1K
|
175K
$579K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$68.9K - $74.3K
|
21.5K
$71.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
401+ 2.01% |
$1.28K - $1.38K
|
20.4K
$67.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.09K- 8.6% |
$9.9K - $10.7K
|
32.9K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.82K- 3.19% |
$12.2K - $13.2K
|
116K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.8K+ 317.69% |
$105K - $113K
|
43.1K
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.4K- 69.33% |
$7.68K - $8.28K
|
1.06K
$3.52K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
516+ 0.26% |
$1.65K - $1.78K
|
197K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.2KNew |
$29.4K - $31.7K
|
9.2K
$30.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.5K+ 427.09% |
$222K - $240K
|
85.8K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-14.8K- 2.49% |
$47.4K - $51.1K
|
580K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.4M+ 6.55% |
$4.48M - $4.83M
|
22.8M
$75.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-132K- 96.11% |
$423K - $456K
|
5.34K
$17.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.5K- 43.15% |
$43.4K - $46.7K
|
17.8K
$59.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-49.6K- 72.2% |
$159K - $171K
|
19.1K
$63.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-750- 1.58% |
$2.4K - $2.59K
|
46.8K
$155K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-103K- 43.13% |
$328K - $354K
|
135K
$447K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.67K- 2.96% |
$15K - $16.1K
|
153K
$507K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$1.6K - $1.73K
|
500
$1.66K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.51K+ 15.15% |
$8.02K - $8.65K
|
19.1K
$63.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5KNew |
$46.4K - $50K
|
14.5K
$48K
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-1.2K- 0.8% |
$3.84K - $4.14K
|
149K
$492K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.84KNew |
$5.88K - $6.34K
|
1.84K
$6.09K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.6KNew |
$54.1K - $56.9K
|
17.6K
$58.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
50K+ 71.42% |
$154K - $162K
|
120K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-46.7K- 5.65% |
$143K - $151K
|
780K
$2.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27- 0.52% |
$82.9 - $87.2
|
5.14K
$17K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
24KNew |
$73.7K - $77.5K
|
24K
$79.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
19.7KNew |
$60.5K - $63.6K
|
19.7K
$65.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.89KNew |
$15K - $15.8K
|
4.89K
$16.2K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
130New |
$411 - $424
|
130
$430
|
|