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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
21+ 2.05% |
$65.7 - $71
|
1.05K
$3.54K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.02KNew |
$28.2K - $30.5K
|
9.02K
$30.5K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.9KNew |
$44.1K - $47K
|
13.9K
$47K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8.39KNew |
$26.6K - $28.3K
|
8.39K
$28.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35.8KNew |
$113K - $121K
|
35.8K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$37.6K - $40.1K
|
11.9K
$40.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
18.5KNew |
$58.7K - $62.6K
|
18.5K
$62.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
3.93K+ 4.73% |
$12.8K - $14K
|
87.1K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29.8K- 71.0% |
$96.9K - $106K
|
12.2K
$41.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-4.7K- 23.8% |
$15.3K - $16.7K
|
15K
$50.9K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13New |
$43.2 - $46.9
|
13
$43.9
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
736New |
$2.44K - $2.66K
|
736
$2.49K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
15KNew |
$49.8K - $54.2K
|
15K
$50.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-820Closed |
$2.72K - $2.96K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
115New |
$382 - $415
|
115
$389
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
80.8K+ 23.45% |
$278K - $316K
|
425K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-77.2KClosed |
$266K - $302K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-15.4KClosed |
$52.8K - $60K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-16.5KClosed |
$56.7K - $64.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.5KClosed |
$5.16K - $5.87K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-30.8KClosed |
$106K - $120K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
28.4KNew |
$110K - $116K
|
28.4K
$96K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-3.51KClosed |
$13.6K - $14.4K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-876Closed |
$3.39K - $3.59K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-224Closed |
$867 - $918
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-28.7KClosed |
$111K - $118K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.5KClosed |
$10K - $10.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-59.5KClosed |
$239K - $252K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-11.6KClosed |
$46.6K - $49.2K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
SELL
|
- |
-10.4KClosed |
$42K - $44.3K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
SELL
|
- |
-13.5KClosed |
$54.4K - $57.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-31.9KClosed |
$133K - $137K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-31.7KClosed |
$132K - $136K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
$50.9K - $52.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-624Closed |
$2.6K - $2.68K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-69.4KClosed |
$289K - $298K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16KClosed |
$66.7K - $68.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-17KClosed |
$70.7K - $72.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-749Closed |
$3.12K - $3.35K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.7KClosed |
$86K - $92.4K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.8KClosed |
$128K - $138K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16KClosed |
$66.6K - $71.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$54.2K - $56.7K
|
13.4K
$45.3K
|
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
BUY
|
- |
452New |
$1.83K - $1.91K
|
452
$1.53K
|
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-2KClosed |
$8.08K - $8.46K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.59KClosed |
$6.36K - $6.83K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-100Closed |
$400 - $429
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1KClosed |
$4K - $4.29K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.5KClosed |
$10K - $10.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-28.4KClosed |
$105K - $128K
|
0
$0
|
|