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 67 institutions that hold shares in the stock, with a total of 28.4 Million shares, which have been reported (via 13F filing form) to have a value of $96.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
52,819
shares
|
$178,528
0.1% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
52,688
shares
|
$178,085
0.02% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
41,151
shares
|
$139,090
0.01% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Dec 31, 2025 Q3 2025 |
38,582
shares
|
$130,407
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
37,303
shares
|
$126,084
0.0% of portfolio
|
Q3 2025
Added 191.09%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
35,092
shares
|
$118,610
0.0% of portfolio
|
Q3 2025
Added 281.43%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
35,000
shares
|
$118,300
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
32,813
shares
|
$110,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
27,700
shares
|
$93,626
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
25,584
shares
|
$86,473
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
23,049
shares
|
$77,905
0.0% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
22,222
shares
|
$75,110
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
21,540
shares
|
$72,805
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
21,120
shares
|
$71,385
0.01% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
20,659
shares
|
$69,827
0.0% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
20,245
shares
|
$68,428
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,008
shares
|
$57,487
0.0% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,674
shares
|
$56,358
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
16,000
shares
|
$54,080
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
14,300
shares
|
$48,334
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
14,000
shares
|
$47,320
0.0% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
11,000
shares
|
$37,180
0.0% of portfolio
|
Q1 2019
Reduced 21.43%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
10,600
shares
|
$35,828
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 08, 2026 Q4 2025 |
10,507
shares
|
$35,513
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
10,000
shares
|
$33,800
0.0% of portfolio
|
Q4 2023
New holding
|
|