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 50 institutions that hold shares in the stock, with a total of 26.3 Million shares, which have been reported (via 13F filing form) to have a value of $86.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
19,115
shares
|
$63,461
0.01% of portfolio
|
Q3 2024
Reduced 72.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
19,057
shares
|
$63,269
0.0% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,845
shares
|
$59,245
0.0% of portfolio
|
Q3 2024
Reduced 43.15%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,862
shares
|
$52,661
0.0% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
14,300
shares
|
$47,476
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,000
shares
|
$46,480
0.0% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
13,589
shares
|
$45,115
0.01% of portfolio
|
Q1 2024
Reduced 9.94%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$36,520
0.0% of portfolio
|
Q1 2019
Reduced 21.43%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
10,507
shares
|
$34,883
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
10,122
shares
|
$33,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
10,000
shares
|
$33,200
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$33,200
0.0% of portfolio
|
Q4 2023
Reduced 84.85%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
9,500
shares
|
$31,540
0.01% of portfolio
|
Q1 2024
Reduced 20.05%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,200
shares
|
$30,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,983
shares
|
$26,503
0.0% of portfolio
|
Q2 2024
Reduced 23.16%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
7,617
shares
|
$25,288
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,338
shares
|
$17,722
0.0% of portfolio
|
Q3 2024
Reduced 96.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
4,885
shares
|
$16,218
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,076
shares
|
$3,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,062
shares
|
$3,525
0.0% of portfolio
|
Q3 2024
Reduced 69.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,000
shares
|
$3,320
0.0% of portfolio
|
Q1 2020
Added 300.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
787
shares
|
$2,612
0.0% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
500
shares
|
$1,660
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
400
shares
|
$1,328
0.0% of portfolio
|
Q4 2019
Reduced 56.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|