Institutional Ownership Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $90.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
22,984,308
shares
|
$76.1 Million
1.7% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
1,065,778
shares
|
$3.53 Million
0.28% of portfolio
|
Q4 2024
Added 83.91%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
715,346
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
292,786
shares
|
$969,121
0.15% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
205,205
shares
|
$679,228
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
192,145
shares
|
$635,999
0.0% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
174,787
shares
|
$578,544
0.22% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
169,225
shares
|
$560,134
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
148,763
shares
|
$492,405
0.35% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
135,437
shares
|
$448,296
0.18% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
107,750
shares
|
$356,652
0.0% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
87,091
shares
|
$288,271
0.35% of portfolio
|
Q3 2022
Added 4.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
83,576
shares
|
$276,636
0.0% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
81,613
shares
|
$270,139
0.18% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
72,461
shares
|
$239,845
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
66,272
shares
|
$219,360
0.02% of portfolio
|
Q3 2018
Reduced 2.93%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
62,292
shares
|
$206,186
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
59,134
shares
|
$195,733
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
52,819
shares
|
$174,830
0.11% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
50,777
shares
|
$168,071
0.0% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Feb 21, 2025 Q4 2024 |
46,087
shares
|
$152,547
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
43,479
shares
|
$143,915
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
41,257
shares
|
$136,560
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
40,588
shares
|
$134,346
0.0% of portfolio
|
Q4 2024
Added 23.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
31,632
shares
|
$104,701
0.0% of portfolio
|
Q4 2024
New holding
|