Latest Institutional Purchases of Putnam Master Intermediate Income Trust (PIM)
This list provides information on the latest institutional transactions involving Putnam Master Intermediate Income Trust (PIM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.4M+ 6.55% |
$4.48M - $4.83M
|
22.8M
$74.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.5K+ 427.09% |
$222K - $240K
|
85.8K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.8K+ 317.69% |
$105K - $113K
|
43.1K
$141K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$68.9K - $74.3K
|
21.5K
$70.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14.7K+ 5.84% |
$47.1K - $50.8K
|
267K
$870K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5KNew |
$46.4K - $50K
|
14.5K
$47.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.5K+ 38.63% |
$43.1K - $46.5K
|
48.4K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.2KNew |
$29.4K - $31.7K
|
9.2K
$30K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.51K+ 15.15% |
$8.02K - $8.65K
|
19.1K
$62.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.84KNew |
$5.88K - $6.34K
|
1.84K
$6K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
516+ 0.26% |
$1.65K - $1.78K
|
197K
$641K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$1.6K - $1.73K
|
500
$1.63K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
401+ 2.01% |
$1.28K - $1.38K
|
20.4K
$66.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
328+ 0.18% |
$1.05K - $1.13K
|
179K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
285+ 1.83% |
$912 - $983
|
15.9K
$51.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 2.12% |
$51.2 - $55.2
|
772
$2.52K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
50K+ 71.42% |
$154K - $162K
|
120K
$391K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
24KNew |
$73.7K - $77.5K
|
24K
$78.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
19.7KNew |
$60.5K - $63.6K
|
19.7K
$64.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.6KNew |
$54.1K - $56.9K
|
17.6K
$57.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.3KNew |
$47K - $49.5K
|
15.3K
$49.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.89KNew |
$15K - $15.8K
|
4.89K
$15.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
79+ 0.11% |
$243 - $255
|
74.1K
$242K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
240KNew |
$759K - $783K
|
240K
$783K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
600+ 1.29% |
$1.9K - $1.96K
|
47.2K
$154K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
130New |
$411 - $424
|
130
$424
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2KNew |
$41.5K - $46.2K
|
14.2K
$46.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.8KNew |
$31.4K - $34.9K
|
10.8K
$35K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
10.6KNew |
$31K - $34.5K
|
10.6K
$34.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
10.5KNew |
$30.7K - $34.1K
|
10.5K
$34.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10KNew |
$29.2K - $32.5K
|
10K
$32.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5K+ 2.56% |
$14.6K - $16.3K
|
200K
$653K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.16KNew |
$12.1K - $13.5K
|
4.16K
$13.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2KNew |
$5.84K - $6.5K
|
2K
$6.52K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.5K+ 50.0% |
$4.38K - $4.88K
|
4.5K
$14.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.54% |
$2.92 - $3.25
|
187
$610
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
75.7KNew |
$226K - $245K
|
75.7K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39.7KNew |
$119K - $129K
|
39.7K
$129K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$60.8K - $65.9K
|
20.3K
$66.3K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
221KNew |
$685K - $714K
|
221K
$721K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
24.4KNew |
$75.6K - $78.8K
|
24.4K
$79.5K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.02KNew |
$28.2K - $30.5K
|
9.02K
$29.4K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
21+ 2.05% |
$65.7 - $71
|
1.05K
$3.41K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
61.3KNew |
$194K - $207K
|
61.3K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35.8KNew |
$113K - $121K
|
35.8K
$117K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
18.5KNew |
$58.7K - $62.6K
|
18.5K
$60.4K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.9KNew |
$44.1K - $47K
|
13.9K
$45.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$37.6K - $40.1K
|
11.9K
$38.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8.39KNew |
$26.6K - $28.3K
|
8.39K
$27.3K
|
|