PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

58 hedge funds and large institutions have $92.6M invested in Putnam Master Intermediate Income Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
16
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$79.2M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$567K
3
PM
3
Penbrook Management
New York
$986K
4
AF
4
Allworth Financial
California
$222K
5
LPL Financial
5
LPL Financial
California
$306K

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$1.11M
2
SFS
2
Shaker Financial Services
Virginia
$204K
3
TCA
3
Transcend Capital Advisors
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$193K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$55K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$79.2M 23,638,204 +562,919 +2%
1CP
2
1607 Capital Partners
Virginia
$3.43M 1,022,467 -6,600 -0.6%
CPRC
3
Consolidated Portfolio Review Corp
New York
$1.22M 363,197 +33,878 +10%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.11M 332,510 -359,836 -52%
PM
5
Penbrook Management
New York
$986K 295,776 +147,613 +100%
Morgan Stanley
6
Morgan Stanley
New York
$634K 189,389 -3,055 -2%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$567K 169,225 +169,225 New
GCP
8
Gill Capital Partners
Colorado
$556K 165,935 -1,947 -1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$453K 135,169 +347 +0.3%
LPL Financial
10
LPL Financial
California
$306K 91,390 +40,963 +81%
NA
11
NewEdge Advisors
Louisiana
$276K 82,452 -1,712 -2%
MWM
12
Melfa Wealth Management
Massachusetts
$271K 80,925 -688 -0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$238K 70,874 -46 -0.1%
AF
14
Allworth Financial
California
$222K 66,272 +66,272 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$211K 62,844 +239 +0.4%
SFS
16
Shaker Financial Services
Virginia
$204K 60,890 -59,599 -49%
MA
17
Mezzasalma Advisors
New Jersey
$199K 59,520 +1,163 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$193K 57,548 -24,139 -30%
Osaic Holdings
19
Osaic Holdings
Arizona
$190K 58,146 +35,486 +157%
FAG
20
Fortitude Advisory Group
Washington
$177K 52,819 – –
WA
21
WealthTrust Axiom
Pennsylvania
$171K 51,000 +24,000 +89%
EFG
22
Ethos Financial Group
Pennsylvania
$167K 49,816 -1,091 -2%
Stifel Financial
23
Stifel Financial
Missouri
$145K 43,280 -340 -0.8%
HIP
24
HUB Investment Partners
Texas
$139K 41,449 +51 +0.1%
SF
25
Summit Financial
New Jersey
$111K 33,120 +33,120 New
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