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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
1.1MNew |
$3.63M - $3.85M
|
1.1M
$3.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
241KNew |
$794K - $842K
|
241K
$815K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
160K+ 483.39% |
$527K - $559K
|
193K
$653K
|
|
|
Nov 10, 2025
Q3 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
76.9KNew |
$253K - $268K
|
76.9K
$260K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
46K+ 90.2% |
$151K - $161K
|
97K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.2K+ 102.13% |
$145K - $154K
|
87.5K
$296K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
35KNew |
$115K - $122K
|
35K
$118K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32.8KNew |
$108K - $115K
|
32.8K
$111K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
27.7KNew |
$91.1K - $96.7K
|
27.7K
$93.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
25.9K+ 281.43% |
$85.2K - $90.4K
|
35.1K
$119K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.6K+ 13.54% |
$84.3K - $89.5K
|
215K
$727K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.5K+ 191.09% |
$80.6K - $85.5K
|
37.3K
$126K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20.5K+ 12.11% |
$67.4K - $71.5K
|
190K
$641K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16KNew |
$52.6K - $55.8K
|
16K
$54.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.6K+ 100.56% |
$34.7K - $36.9K
|
21.1K
$71.2K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9.22KNew |
$30.3K - $32.2K
|
9.22K
$31.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.99K+ 1.1% |
$13.1K - $13.9K
|
367K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.87K+ 5.77% |
$9.45K - $10K
|
52.7K
$178K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.5KNew |
$8.23K - $8.73K
|
2.5K
$8.45K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.39K+ 6.41% |
$4.57K - $4.85K
|
23K
$77.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
600New |
$1.97K - $2.09K
|
600
$2.03K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
580+ 3.53% |
$1.91K - $2.02K
|
17K
$57.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
478+ 2.37% |
$1.57K - $1.67K
|
20.7K
$69.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
429+ 1.97% |
$1.41K - $1.5K
|
22.2K
$75.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
215+ 0.85% |
$707 - $750
|
25.6K
$86.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
200New |
$658 - $698
|
200
$676
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69+ 0.66% |
$227 - $241
|
10.6K
$35.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 1.94% |
$52.6 - $55.8
|
840
$2.84K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12+ 0.34% |
$39.5 - $41.9
|
3.55K
$12K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6+ 0.11% |
$19.7 - $20.9
|
5.35K
$18.1K
|
|
| Q2 2025 | |||||||
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
66.3KNew |
$211K - $223K
|
66.3K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
17KNew |
$54K - $57.2K
|
17K
$57.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12KNew |
$38.1K - $40.4K
|
12K
$40.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.32KNew |
$23.3K - $24.7K
|
7.32K
$24.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
649New |
$2.06K - $2.19K
|
649
$2.19K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
326+ 1.99% |
$1.04K - $1.1K
|
16.7K
$56.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19.7KNew |
$63.6K - $66K
|
19.7K
$66.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$36.3K - $37.7K
|
11.3K
$38K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$34.3K - $35.6K
|
10.6K
$35.9K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.68K+ 86.5% |
$31.3K - $32.4K
|
20.9K
$70.5K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.8K+ 27.81% |
$28.4K - $29.5K
|
40.4K
$137K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.8KNew |
$5.8K - $6.02K
|
1.8K
$6.07K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
985+ 2.14% |
$3.18K - $3.3K
|
47.1K
$159K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
205KNew |
$659K - $702K
|
205K
$694K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
169KNew |
$543K - $579K
|
169K
$572K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
20.2KNew |
$65K - $69.2K
|
20.2K
$68.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$34.3K - $36.6K
|
10.7K
$36.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$16.1K - $17.1K
|
5K
$16.9K
|
|
|
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
$179K
|
|