Purchases and Sales Made in Q2 2025 in Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM) during Q2 2025. The information is specifically focused on institutions that hold shares of PUTNAM MASTER INTERMEDIATE INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
563K+ 2.44% |
$1.79M - $1.9M
|
23.6M
$79.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
169KNew |
$538K - $570K
|
169K
$572K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
66.3KNew |
$211K - $223K
|
66.3K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41K+ 81.23% |
$130K - $138K
|
91.4K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.5K+ 156.6% |
$113K - $120K
|
58.1K
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
33.9K+ 10.29% |
$108K - $114K
|
363K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33.1KNew |
$105K - $112K
|
33.1K
$112K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
24K+ 88.89% |
$76.3K - $80.9K
|
51K
$172K
|
|
|
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
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.5KNew |
$33.4K - $35.4K
|
10.5K
$35.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.32KNew |
$23.3K - $24.7K
|
7.32K
$24.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.16K+ 1.99% |
$3.7K - $3.92K
|
59.5K
$201K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 5.9% |
$3.57K - $3.79K
|
20.2K
$68.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
649New |
$2.06K - $2.19K
|
649
$2.19K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
566+ 19.02% |
$1.8K - $1.91K
|
3.54K
$12K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
426+ 1.99% |
$1.35K - $1.44K
|
21.8K
$73.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
347+ 0.26% |
$1.1K - $1.17K
|
135K
$457K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
326+ 1.99% |
$1.04K - $1.1K
|
16.7K
$56.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
239+ 0.38% |
$760 - $805
|
62.8K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
137+ 1.32% |
$436 - $462
|
10.5K
$35.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
51+ 0.12% |
$162 - $172
|
41.4K
$140K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 1.98% |
$50.9 - $53.9
|
824
$2.79K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46- 0.06% |
$146 - $155
|
70.9K
$240K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46- 0.06% |
$146 - $155
|
70.9K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-340- 0.78% |
$1.08K - $1.15K
|
43.3K
$146K
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-550- 0.37% |
$1.75K - $1.85K
|
148K
$499K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-688- 0.84% |
$2.19K - $2.32K
|
80.9K
$274K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.09K- 2.14% |
$3.47K - $3.68K
|
49.8K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.71K- 2.03% |
$5.44K - $5.77K
|
82.5K
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.95K- 1.16% |
$6.19K - $6.56K
|
166K
$561K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-3K- 15.23% |
$9.54K - $10.1K
|
16.7K
$56.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.06K- 1.59% |
$9.71K - $10.3K
|
189K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-6.6K- 0.64% |
$21K - $22.2K
|
1.02M
$3.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21K- 56.16% |
$66.9K - $70.9K
|
16.4K
$55.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.1K- 29.55% |
$76.8K - $81.3K
|
57.5K
$195K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.5K- 62.75% |
$116K - $123K
|
21.7K
$73.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-59.6K- 49.46% |
$190K - $201K
|
60.9K
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-360K- 51.97% |
$1.14M - $1.21M
|
333K
$1.12M
|
|