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Putnam Master Intermediate Income Trust (PIM) Institutional Ownership

Putnam Master Intermediate Income Trust logo
$3.28 -0.01 (-0.15%)
As of 03:45 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)
23
Total
Institutional Inflows
(last 12 months)
$6.32M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.04M
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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
4/24/2025Allspring Global Investments Holdings LLC692,346$2.30M0.0%-3.2%1.432%
4/23/2025Perigon Wealth Management LLC11,250$37K0.0%N/A0.023%
4/23/2025Consolidated 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%
3/12/2025Northstar Financial Companies Inc.20,245$66K0.1%N/A0.042%
2/21/2025PVG Asset Management Corp46,087$150K0.7%N/A0.095%
2/17/2025Citadel Advisors LLC11,185$36K0.0%N/A0.023%
2/14/2025Jane Street Group LLC10,694$35K0.0%N/A0.022%
2/13/20251607 Capital Partners LLC1,065,778$3.47M0.3%+83.9%2.205%
2/13/2025NewEdge Advisors LLC107,750$351K0.0%-7.0%0.223%
2/13/2025Envestnet Asset Management Inc.72,461$236K0.0%N/A0.150%
2/13/2025Sit Investment Associates Inc.22,984,308$74.93M1.7%+1.0%47.547%
2/11/2025LPL Financial LLC50,777$166K0.0%+8.4%0.105%
2/10/2025Essential Planning LLC.205,205$676K0.0%N/A0.425%
2/3/2025Transcend Capital Advisors LLC26,200$85K0.0%-44.5%0.054%
1/29/2025Allspring Global Investments Holdings LLC715,346$2.33M0.0%-1.5%1.480%
1/28/2025 Mezzasalma Advisors LLC59,134$193K0.1%N/A0.122%
1/27/2025Consolidated Portfolio Review Corp292,786$954K0.2%+9.8%0.606%
1/24/2025Chicago 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%
1/17/2025Melfa Wealth Management Inc.81,613$266K0.2%+10.1%0.169%
1/17/2025 Transform Wealth LLC169,225$555K0.0%N/A0.350%
1/15/2025Gill 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%
10/24/2024Consolidated Portfolio Review Corp266,762$904K0.2%+5.8%0.552%
10/19/2024Allspring 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%
8/1/2024Consolidated Portfolio Review Corp252,041$813K0.2%+4.9%0.521%
7/30/2024WMG Financial Advisors LLC19,700$64K0.0%N/A0.041%
7/26/2024Allspring 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%
4/30/2024Consolidated 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%
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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%
1/29/2024Consolidated Portfolio Review Corp243,530$777K0.2%+89.9%0.489%
1/25/2024Allspring Global Investments Holdings LLC743,429$2.37M0.0%+29.6%1.494%
1/23/2024WealthShield Partners LLC10,000$32K0.0%N/A0.020%
1/22/2024Melfa 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%
11/13/2023Consolidated 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%
10/30/2023Melfa Wealth Management LLC81,054$245K0.2%+533.8%0.163%
10/27/2023Allspring 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%
7/26/2023 Janney Montgomery Scott LLC91,657$290K0.0%+5.1%0.184%
7/24/2023Allspring Global Investments Holdings LLC426,369$1.35M0.0%N/A0.857%
7/18/2023Allspring 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%
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%
4/19/2023International 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%
2/8/2023Dakota Wealth Management18,525$59K0.0%N/A0.000%
2/3/2023Shaker Financial Services LLC110,766$357K0.2%+113.1%0.216%
1/31/2023Melfa Wealth Management LLC12,788$41K0.0%N/A0.025%
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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%
(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, 45 institutional investors and hedge funds held shares of Putnam Master Intermediate Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($74.93M), 1607 Capital Partners LLC ($3.47M), 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 38 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), 1607 Capital Partners LLC ($578.64K), Shaker Financial Services LLC ($356.21K), Consolidated Portfolio Review Corp ($332.24K), 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 5,943,047 shares in the last 24 months. This purchase volume represents approximately $18.95M 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 ($353.85K), 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), 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 973,987 shares in the last 24 months. This volume of shares sold represents approximately $3.08M in transactions.


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This page (NYSE:PIM) was last updated on 4/24/2025 by MarketBeat.com Staff
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