Purchases and Sales Made in Q3 2025 in Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Dec 31, 2025
Q3 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
38.6KNew |
$127K - $135K
|
38.6K
$130K
|
|
|
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 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63+ 0.09% |
$207 - $220
|
70.9K
$240K
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-81- 0.14% |
$266 - $283
|
57.5K
$194K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-105- 0.08% |
$345 - $366
|
135K
$457K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-298- 0.72% |
$980 - $1.04K
|
41.2K
$139K
|
|
|
Oct 22, 2025
Q3 2025
|
Penbrook Management LLC
|
SELL
|
- |
-550- 0.37% |
$1.81K - $1.92K
|
147K
$497K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-561- 0.89% |
$1.85K - $1.96K
|
62.3K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-912- 1.11% |
$3K - $3.18K
|
81.5K
$276K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-3.46K- 5.81% |
$11.4K - $12.1K
|
56.1K
$189K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.3K- 22.17% |
$66.7K - $70.7K
|
71.1K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-29.8K- 17.93% |
$97.9K - $104K
|
136K
$460K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-147K- 0.62% |
$485K - $514K
|
23.5M
$79.4M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-604K- 59.1% |
$1.99M - $2.11M
|
418K
$1.41M
|
|