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Putnam Master Intermediate Income Trust (PIM) Institutional Ownership

Putnam Master Intermediate Income Trust logo
$3.35 0.00 (0.00%)
As of 03:16 PM Eastern
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Institutional Ownership Changes (13F Filings) for Putnam Master Intermediate Income Trust (NYSE:PIM)

Current
Institutional Ownership
Percentage
55.06%
Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$6.89M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.35M
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PIM Institutional Buying and Selling by Quarter

Putnam Master Intermediate Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC84,164$279K0.0%-21.9%0.174%
5/16/2025 1607 Capital Partners LLC1,029,067$3.42M0.3%-3.4%2.129%
5/15/2025 Royal Bank of Canada70,920$236K0.0%-15.1%0.147%
5/14/2025 WealthTrust Axiom LLC27,000$90K0.0%+98.7%0.056%
5/13/2025 Ethos Financial Group LLC50,907$169K0.0%N/A0.105%
5/13/2025 Sit Investment Associates Inc.23,075,285$76.61M1.8%+0.4%47.737%
5/9/2025 Shaker Financial Services LLC120,489$400K0.2%-11.0%0.249%
5/9/2025 Gill Capital Partners LLC167,882$557K0.2%-4.0%0.347%
5/5/2025 Integrated Capital Management LLC19,690$65K0.0%N/A0.041%
4/29/2025 Concurrent Investment Advisors LLC10,620$35K0.0%N/A0.022%
4/24/2025 Allspring Global Investments Holdings LLC692,346$2.30M0.0%-3.2%1.432%
4/23/2025 Perigon Wealth Management LLC11,250$37K0.0%N/A0.023%
4/23/2025 Consolidated Portfolio Review Corp329,319$1.09M0.2%+12.5%0.681%
4/22/2025 Cambridge Investment Research Advisors Inc.37,474$124K0.0%+116.9%0.078%
4/17/2025 Janney Montgomery Scott LLC134,822$448K0.0%N/A0.279%
3/12/2025 Northstar Financial Companies Inc.20,245$66K0.1%N/A0.042%
2/21/2025 PVG Asset Management Corp46,087$150K0.7%N/A0.095%
2/17/2025 Citadel Advisors LLC11,185$36K0.0%N/A0.023%
2/14/2025 Jane Street Group LLC10,694$35K0.0%N/A0.022%
2/13/2025 1607 Capital Partners LLC1,065,778$3.47M0.3%+83.9%2.205%
2/13/2025 NewEdge Advisors LLC107,750$351K0.0%-7.0%0.223%
2/13/2025 Envestnet Asset Management Inc.72,461$236K0.0%N/A0.150%
2/13/2025 Sit Investment Associates Inc.22,984,308$74.93M1.7%+1.0%47.547%
2/11/2025 LPL Financial LLC50,777$166K0.0%+8.4%0.105%
2/10/2025 Essential Planning LLC.205,205$676K0.0%N/A0.425%
2/3/2025 Transcend Capital Advisors LLC26,200$85K0.0%-44.5%0.054%
1/29/2025 Allspring Global Investments Holdings LLC715,346$2.33M0.0%-1.5%1.480%
1/28/2025 Mezzasalma Advisors LLC59,134$193K0.1%N/A0.122%
1/27/2025 Consolidated Portfolio Review Corp292,786$954K0.2%+9.8%0.606%
1/24/2025 Chicago Partners Investment Group LLC10,122$33K0.0%N/A0.021%
1/22/2025 Fortitude Advisory Group L.L.C.52,819$172K0.1%+9.2%0.109%
1/17/2025 Melfa Wealth Management Inc.81,613$266K0.2%+10.1%0.169%
1/17/2025 Transform Wealth LLC169,225$555K0.0%N/A0.350%
1/15/2025 Gill Capital Partners LLC174,787$570K0.2%-2.6%0.362%
11/15/2024 Stifel Financial Corp43,122$146K0.0%+317.7%0.089%
11/9/2024 Landscape Capital Management L.L.C.19,115$65K0.0%-72.2%0.040%
10/31/2024 Shaker Financial Services LLC135,196$461K0.2%-43.1%0.280%
10/24/2024 Consolidated Portfolio Review Corp266,762$904K0.2%+5.8%0.552%
10/19/2024 Allspring Global Investments Holdings LLC726,604$2.46M0.0%-10.6%1.503%
8/3/2024 Shaker Financial Services LLC237,727$772K0.3%+412.8%0.492%
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8/2/2024 FDx Advisors Inc.24,000$77K0.0%N/A0.050%
8/1/2024 Consolidated Portfolio Review Corp252,041$813K0.2%+4.9%0.521%
7/30/2024 WMG Financial Advisors LLC19,700$64K0.0%N/A0.041%
7/26/2024 Allspring Global Investments Holdings LLC812,604$2.62M0.0%+9.3%1.681%
5/1/2024 Janney Montgomery Scott LLC99,247$318K0.0%+14.8%0.205%
4/30/2024 Consolidated Portfolio Review Corp240,159$769K0.2%-1.4%0.497%
4/22/2024 PFG Investments LLC240,159$769K0.0%N/A0.497%
2/13/2024 Karpus Management Inc.830,001$2.65M0.1%-2.9%1.668%
2/13/2024 1607 Capital Partners LLC1,307,386$4.17M0.3%+7.6%2.628%
2/12/2024 Gridiron Partners LLC10,507$34K0.0%N/A0.021%
2/9/2024 Coldstream Capital Management Inc.20,000$64K0.0%N/A0.040%
2/7/2024 Shaker Financial Services LLC24,289$78K0.0%+26.2%0.049%
1/31/2024 Investors Asset Management of Georgia Inc. GA ADV10,613$34K0.0%N/A0.021%
1/29/2024 Consolidated Portfolio Review Corp243,530$777K0.2%+89.9%0.489%
1/25/2024 Allspring Global Investments Holdings LLC743,429$2.37M0.0%+29.6%1.494%
1/23/2024 WealthShield Partners LLC10,000$32K0.0%N/A0.020%
1/22/2024 Melfa Wealth Management LLC73,799$235K0.2%-9.0%0.148%
1/17/2024 IFG Advisory LLC10,750$34K0.0%N/A0.022%
1/16/2024Raymond James & Associates14,211$45K0.0%N/A0.029%
1/16/2024 Penbrook Management LLC149,963$478K0.3%-10.2%0.301%
11/14/2023 Clough Capital Partners L P61,400$185K0.0%-28.5%0.123%
11/14/2023 Thomas J. Herzfeld Advisors Inc.39,670$120K0.0%-79.0%0.080%
11/13/2023 Consolidated Portfolio Review Corp128,269$387K0.1%+216.5%0.258%
11/9/2023 Karpus Management Inc.854,841$2.58M0.1%-0.4%1.718%
11/8/2023 Landscape Capital Management L.L.C.12,798$39K0.0%N/A0.026%
11/8/2023 Moors & Cabot Inc.66,000$199K0.0%+30.7%0.133%
11/7/2023 Financial Counselors Inc.75,730$229K0.0%N/A0.152%
11/2/2023 Shaker Financial Services LLC19,246$59K0.0%-80.6%0.039%
10/30/2023 Melfa Wealth Management LLC81,054$245K0.2%+533.8%0.163%
10/27/2023 Allspring Global Investments Holdings LLC573,565$1.73M0.0%+34.5%1.153%
10/23/2023 Commonwealth Equity Services LLC65,480$198K0.0%-6.9%0.132%
10/11/2023 Transform Wealth LLC195,225$594K0.1%-46.3%0.392%
8/16/2023 Thomas J. Herzfeld Advisors Inc.188,812$597K0.2%N/A0.380%
8/11/2023 Karpus Management Inc.858,291$2.71M0.1%+30.9%1.725%
8/10/2023 Moors & Cabot Inc.50,500$160K0.0%+26.3%0.102%
8/10/2023 Sit Investment Associates Inc.18,546,530$58.61M1.5%+3.4%37.279%
8/7/2023 Shaker Financial Services LLC98,987$315K0.1%-63.4%0.199%
8/2/2023 Perigon Wealth Management LLC13,000$41K0.0%N/A0.026%
7/28/2023 Koshinski Asset Management Inc.15,320$48K0.0%-47.7%0.031%
7/26/2023 Janney Montgomery Scott LLC91,657$290K0.0%+5.1%0.184%
7/24/2023 Allspring Global Investments Holdings LLC426,369$1.35M0.0%N/A0.857%
7/18/2023 Allspring Global Investments Holdings LLC426,369$1.35M0.0%N/A0.857%
5/11/2023 Consolidated Portfolio Review Corp40,078$127K0.0%N/A0.081%
5/11/2023 Karpus Management Inc.655,680$2.09M0.1%+0.8%1.318%
5/11/2023 Sit Investment Associates Inc.17,930,517$57.02M1.5%+3.9%36.039%
5/8/2023 Shaker Financial Services LLC270,565$866K0.4%+144.3%0.544%
5/5/2023 Moors & Cabot Inc.40,000$127K0.0%N/A0.080%
5/2/2023 Key Financial Inc11,882$38K0.0%+398.8%0.024%
4/28/2023 Janney Montgomery Scott LLC87,247$277K0.0%+5.3%0.175%
4/24/2023 TCG Advisory Services LLC78,209$249K0.1%N/A0.157%
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4/19/2023 International Assets Investment Management LLC9,022$29K0.0%N/A0.018%
4/14/2023 Transform Wealth LLC363,250$1.16M0.1%N/A0.730%
4/14/2023Raymond James & Associates17,877$57K0.0%-56.1%0.036%
3/6/2023 OLD Mission Capital LLC8,387$27K0.0%N/A0.000%
2/10/2023 HRT Financial LP61,299$196K0.0%N/A0.000%
2/10/2023 Sit Investment Associates Inc.17,253,383$55.21M1.5%+1.3%0.000%
2/9/2023 Landscape Capital Management L.L.C.15,833$51K0.0%N/A0.000%
2/8/2023 Dakota Wealth Management18,525$59K0.0%N/A0.000%
2/3/2023 Shaker Financial Services LLC110,766$357K0.2%+113.1%0.216%
1/31/2023 Melfa Wealth Management LLC12,788$41K0.0%N/A0.025%
(Data available from 1/1/2016 forward)

PIM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PIM shares?

During the previous two years, 48 institutional investors and hedge funds held shares of Putnam Master Intermediate Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($76.61M), 1607 Capital Partners LLC ($3.42M), Karpus Management Inc. ($2.65M), Allspring Global Investments Holdings LLC ($2.30M), Consolidated Portfolio Review Corp ($1.09M), PFG Investments LLC ($769K), and Essential Planning LLC. ($676K).Learn more on PIM's institutional investors.

What percentage of Putnam Master Intermediate Income Trust stock is owned by institutional investors?

55.06% of Putnam Master Intermediate Income Trust stock is owned by institutional investors. Learn more on PIM's institutional investor holdings.

Which institutional investors have been buying Putnam Master Intermediate Income Trust stock?

Of the 40 institutional investors that purchased Putnam Master Intermediate Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($1.24M), Sit Investment Associates Inc. ($930.03K), 1607 Capital Partners LLC ($578.64K), Consolidated Portfolio Review Corp ($292.17K), PFG Investments LLC ($240.16K), Essential Planning LLC. ($205.21K), and Karpus Management Inc. ($202.61K).

How much institutional buying is happening at Putnam Master Intermediate Income Trust?

Institutional investors have bought a total of 5,114,573 shares in the last 24 months. This purchase volume represents approximately $16.34M in transactions.

Which Putnam Master Intermediate Income Trust major shareholders have been selling company stock?

Of the 17 institutional investors that sold Putnam Master Intermediate Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($368.80K), Transform Wealth LLC ($168.03K), Thomas J. Herzfeld Advisors Inc. ($149.14K), Allspring Global Investments Holdings LLC ($120.26K), Landscape Capital Management L.L.C. ($49.64K), 1607 Capital Partners LLC ($36.71K), and NewEdge Advisors LLC ($31.70K).

How much institutional selling is happening at Putnam Master Intermediate Income Trust?

Institutional investors have sold a total of 1,068,793 shares in the last 24 months. This volume of shares sold represents approximately $3.40M in transactions.


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This page (NYSE:PIM) was last updated on 6/13/2025 by MarketBeat.com Staff
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