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Putnam Master Intermediate Income Trust (PIM) Institutional Ownership

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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)
21
Total
Institutional Inflows
(last 12 months)
$12.38M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.04M
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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
4/22/2024 PFG Investments LLC240,159$769K0.0%N/A0.497%
2/13/2024Karpus Management Inc.830,001$2.65M0.1%-2.9%1.668%
2/13/20241607 Capital Partners LLC1,307,386$4.17M0.3%+7.6%2.628%
2/12/2024Gridiron Partners LLC10,507$34K0.0%N/A0.021%
2/9/2024Coldstream Capital Management Inc.20,000$64K0.0%N/A0.040%
2/7/2024Shaker 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%
1/29/2024Consolidated 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%
1/23/2024WealthShield Partners LLC10,000$32K0.0%N/A0.020%
1/22/2024 Melfa Wealth Management LLC73,799$235K0.2%-9.0%0.148%
1/17/2024IFG Advisory LLC10,750$34K0.0%N/A0.022%
1/16/2024 Raymond James & Associates14,211$45K0.0%N/A0.029%
1/16/2024 Penbrook Management LLC149,963$478K0.3%-10.2%0.301%
11/14/2023Clough Capital Partners L P61,400$185K0.0%-28.5%0.123%
11/14/2023Thomas J. Herzfeld Advisors Inc.39,670$120K0.0%-79.0%0.080%
11/13/2023Consolidated Portfolio Review Corp128,269$387K0.1%+216.5%0.258%
11/9/2023Karpus Management Inc.854,841$2.58M0.1%-0.4%1.718%
11/8/2023Landscape Capital Management L.L.C.12,798$39K0.0%N/A0.026%
11/8/2023Moors & Cabot Inc.66,000$199K0.0%+30.7%0.133%
11/7/2023Financial Counselors Inc.75,730$229K0.0%N/A0.152%
11/2/2023Shaker 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%
10/23/2023Commonwealth Equity Services LLC65,480$198K0.0%-6.9%0.132%
10/11/2023 Transform Wealth LLC195,225$594K0.1%-46.3%0.392%
8/16/2023Thomas J. Herzfeld Advisors Inc.188,812$597K0.2%N/A0.380%
8/11/2023Karpus Management Inc.858,291$2.71M0.1%+30.9%1.725%
8/10/2023Moors & Cabot Inc.50,500$160K0.0%+26.3%0.102%
8/10/2023Sit Investment Associates Inc.18,546,530$58.61M1.5%+3.4%37.279%
8/7/2023Shaker Financial Services LLC98,987$315K0.1%-63.4%0.199%
8/2/2023Perigon Wealth Management LLC13,000$41K0.0%N/A0.026%
7/28/2023Koshinski Asset Management Inc.15,320$48K0.0%-47.7%0.031%
7/26/2023Janney 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%
5/11/2023Consolidated Portfolio Review Corp40,078$127K0.0%N/A0.081%
5/11/2023Karpus Management Inc.655,680$2.09M0.1%+0.8%1.318%
5/11/2023Sit Investment Associates Inc.17,930,517$57.02M1.5%+3.9%36.039%
5/8/2023Shaker Financial Services LLC270,565$866K0.4%+144.3%0.544%
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5/5/2023Moors & Cabot Inc.40,000$127K0.0%N/A0.080%
5/2/2023Key Financial Inc11,882$38K0.0%+398.8%0.024%
4/28/2023Janney Montgomery Scott LLC87,247$277K0.0%+5.3%0.175%
4/24/2023TCG Advisory Services LLC78,209$249K0.1%N/A0.157%
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%
4/14/2023 Raymond James & Associates17,877$57K0.0%-56.1%0.036%
3/6/2023OLD Mission Capital LLC8,387$27K0.0%N/A0.000%
2/10/2023HRT Financial LP61,299$196K0.0%N/A0.000%
2/10/2023Sit Investment Associates Inc.17,253,383$55.21M1.5%+1.3%0.000%
2/9/2023Landscape Capital Management L.L.C.15,833$51K0.0%N/A0.000%
2/8/2023 Dakota Wealth Management18,525$59K0.0%N/A0.000%
2/3/2023Shaker Financial Services LLC110,766$357K0.2%+113.1%0.216%
1/31/2023 Melfa Wealth Management LLC12,788$41K0.0%N/A0.025%
1/24/2023 Penbrook Management LLC166,963$534K0.5%-7.9%0.326%
11/15/2022Lloyd Park LLC87,091$285K0.4%+4.7%0.170%
11/15/20221607 Capital Partners LLC926,372$3.01M0.2%-0.8%1.810%
11/9/2022Shaker Financial Services LLC51,978$169K0.1%-72.0%0.102%
10/31/2022 Penbrook Management LLC181,377$590K0.5%-3.0%0.354%
10/24/2022RB Capital Management LLC15,045$49K0.0%-23.8%0.029%
8/15/2022Karpus Management Inc.105,800$361K0.0%-11.8%0.207%
8/13/2022Lloyd Park LLC83,161$285K0.3%N/A0.162%
8/12/2022First Foundation Advisors15,000$51K0.0%N/A0.029%
8/12/2022TCG Advisory Services LLC78,209$267K0.1%-59.4%0.153%
8/11/2022Sit Investment Associates Inc.15,080,839$51.43M1.6%+6.3%29.466%
8/5/2022Landscape Capital Management L.L.C.18,993$65K0.0%-61.5%0.037%
8/1/2022Shaker Financial Services LLC185,323$632K0.3%-60.3%0.362%
8/1/2022 Investors Asset Management of Georgia Inc. GA ADV8,613$29K0.0%N/A0.017%
7/29/2022 Penbrook Management LLC187,052$638K0.5%-3.0%0.366%
5/17/20221607 Capital Partners LLC630,749$2.26M0.1%N/A1.233%
5/12/2022Sit Investment Associates Inc.14,184,869$50.78M1.4%-0.3%27.718%
5/11/2022Landscape Capital Management L.L.C.49,360$177K0.0%N/A0.096%
5/10/2022Karpus Management Inc.120,000$430K0.0%N/A0.234%
5/6/2022Shaker Financial Services LLC466,342$1.67M0.6%+2.8%0.911%
5/4/2022Commonwealth Equity Services LLC73,273$262K0.0%-5.0%0.143%
4/26/2022 Penbrook Management LLC192,902$691K0.4%-2.2%0.377%
4/20/2022Koshinski Asset Management Inc.29,320$105K0.0%+2,121.2%0.057%
3/10/2022Gill Capital Partners LLC172,368$681K0.3%-7.0%0.337%
2/15/2022Laidlaw Wealth Management LLC28,400$112K0.0%N/A0.055%
2/8/2022Lloyd Park LLC71,716$283K0.2%N/A0.140%
2/8/2022Pekin Hardy Strauss Inc.15,350$61K0.0%-19.0%0.030%
2/7/2022Shaker Financial Services LLC453,789$1.79M0.6%-32.5%0.887%
1/31/2022Commonwealth Equity Services LLC77,096$304K0.0%-9.1%0.151%
1/27/2022Janney Montgomery Scott LLC72,706$287K0.0%+22.8%0.142%
11/15/2021Invesco Ltd.627,158$2.55M0.0%-0.6%1.225%
11/12/2021Sit Investment Associates Inc.13,503,140$54.96M1.4%+3.5%26.386%
11/12/2021Oppenheimer & Co. Inc.28,700$117K0.0%-39.2%0.056%
11/12/2021Pekin Hardy Strauss Inc.18,940$77K0.0%-86.6%0.037%
11/12/2021RB Capital Management LLC19,745$80K0.0%+63.6%0.039%
11/5/2021Truist Financial Corp30,813$125K0.0%N/A0.060%
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11/5/2021Advisor Group Holdings Inc.14,305$58K0.0%-32.4%0.028%
11/5/2021PNC Financial Services Group Inc.7,961$32K0.0%+59.2%0.016%
11/4/2021Transcend Wealth Collective LLC46,600$188K0.0%-7.0%0.091%
11/2/2021Shaker Financial Services LLC672,712$2.74M1.1%-15.7%1.315%
10/29/2021Commonwealth Equity Services LLC84,819$345K0.0%+12.3%0.166%
8/17/2021Invesco Ltd.630,925$2.64M0.0%+1.9%1.233%
8/13/2021LPL Financial LLC41,646$174K0.0%+11.8%0.081%
8/13/2021Sit Investment Associates Inc.13,050,681$54.68M1.4%+1.1%25.502%
8/12/2021Pekin Hardy Strauss Inc.140,940$591K0.1%N/A0.275%
8/11/2021Commonwealth Equity Services LLC75,501$316K0.0%+63.0%0.148%
(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, 34 institutional investors and hedge funds held shares of Putnam Master Intermediate Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($58.61M), 1607 Capital Partners LLC ($4.17M), Karpus Management Inc. ($2.65M), Allspring Global Investments Holdings LLC ($2.37M), Consolidated Portfolio Review Corp ($777K), PFG Investments LLC ($769K), and Transform Wealth LLC ($594K).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 29 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: Sit Investment Associates Inc. ($2.41M), Allspring Global Investments Holdings LLC ($1.17M), 1607 Capital Partners LLC ($723.13K), Transform Wealth LLC ($363.25K), Karpus Management Inc. ($327.58K), Consolidated Portfolio Review Corp ($243.08K), and PFG Investments LLC ($240.16K).

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

Institutional investors have bought a total of 6,599,916 shares in the last 24 months. This purchase volume represents approximately $21.44M in transactions.

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

Of the 15 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 ($665.68K), Transform Wealth LLC ($168.03K), Thomas J. Herzfeld Advisors Inc. ($149.14K), TCG Advisory Services LLC ($114.42K), Penbrook Management LLC ($47.19K), Karpus Management Inc. ($42.49K), and Sit Investment Associates Inc. ($38.61K).

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

Institutional investors have sold a total of 1,345,633 shares in the last 24 months. This volume of shares sold represents approximately $4.34M in transactions.


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This page (NYSE:PIM) was last updated on 4/25/2024 by MarketBeat.com Staff

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