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Putnam Master Intermediate Income Trust (PIM) Institutional Ownership

$3.32 +0.03 (+0.91%)
Closing price 01/31/2025 03:59 PM Eastern
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$3.32 0.00 (0.00%)
As of 01/31/2025 06:30 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)
16
Total
Institutional Inflows
(last 12 months)
$3.30M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$949.49K
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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
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%
11/15/2024Stifel Financial Corp43,122$146K0.0%+317.7%0.089%
11/9/2024Landscape Capital Management L.L.C.19,115$65K0.0%-72.2%0.040%
10/31/2024Shaker 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%
8/3/2024Shaker Financial Services LLC237,727$772K0.3%+412.8%0.492%
8/2/2024FDx Advisors Inc.24,000$77K0.0%N/A0.050%
8/1/2024 Consolidated Portfolio Review Corp252,041$813K0.2%+4.9%0.521%
7/30/2024WMG 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%
2/13/2024Karpus 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%
2/12/2024 Gridiron 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%
1/31/2024Investors 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%
1/23/2024WealthShield 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%
1/16/2024Raymond 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%
11/13/2023 Consolidated 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%
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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%
8/2/2023 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%
5/11/2023Karpus 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%
5/5/2023Moors & Cabot Inc.40,000$127K0.0%N/A0.080%
5/2/2023Key Financial Inc11,882$38K0.0%+398.8%0.024%
4/28/2023 Janney 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%
4/14/2023Raymond 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%
8/1/2022Investors 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%
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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%
4/20/2022 Koshinski Asset Management Inc.29,320$105K0.0%+2,121.2%0.057%
3/10/2022 Gill 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%
(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, 39 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 ($2.33M), Consolidated Portfolio Review Corp ($954K), PFG Investments LLC ($769K), and Gill Capital Partners LLC ($570K).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 34 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. ($1.52M), Allspring Global Investments Holdings LLC ($1.24M), Transform Wealth LLC ($532.48K), Shaker Financial Services LLC ($415.00K), Consolidated Portfolio Review Corp ($295.71K), PFG Investments LLC ($240.16K), and Karpus Management Inc. ($207.58K).

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

Institutional investors have bought a total of 5,420,729 shares in the last 24 months. This purchase volume represents approximately $17.18M in transactions.

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

Of the 14 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 ($353.85K), Transform Wealth LLC ($168.03K), Thomas J. Herzfeld Advisors Inc. ($149.14K), Allspring Global Investments Holdings LLC ($97.26K), Landscape Capital Management L.L.C. ($49.64K), Karpus Management Inc. ($28.29K), and Clough Capital Partners L P ($24.50K).

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

Institutional investors have sold a total of 944,670 shares in the last 24 months. This volume of shares sold represents approximately $2.98M in transactions.


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This page (NYSE:PIM) was last updated on 2/1/2025 by MarketBeat.com Staff
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