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 6 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
6
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
PAM
3
PVG Asset Management
Colorado
$0
4
TCA
4
Transcend Capital Advisors
New Jersey
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$193K
Name Market Value Shares Shares
Change 		Shares
Change %
WCG
26
Weaver Consulting Group
California
$109K 32,500 +32,500 New
UBS Group
27
UBS Group
Switzerland
$85K 25,369 – –
CCM
28
Coldstream Capital Management
Washington
$73K 21,793 +426 +2%
BFS
29
Bard Financial Services
Connecticut
$72.2K 21,540 – –
NFC
30
Northstar Financial Companies
Pennsylvania
$67.8K 20,245 – –
SWP
31
Stratos Wealth Partners
Ohio
$67.6K 20,181 +1,124 +6%
APP
32
Avantax Planning Partners
Iowa
$56.8K 16,969 +16,969 New
WFA
33
WMG Financial Advisors
Tennessee
$55.9K 16,700 -3,000 -15%
AAS
34
Avantax Advisory Services
Texas
$55.9K 16,674 +326 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$55K 16,428 -21,046 -56%
GLLW
36
Graves Light Lenhart Wealth
Virginia
$47.9K 14,300 – –
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$46.9K 14,000 – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$42.9K 12,815 – –
HF
39
HRT Financial
New York
$40K 11,988 +11,988 New
SRC
40
Shufro Rose & Co
New York
$36.5K 11,000 – –
CIA
41
Concurrent Investment Advisors
Florida
$35.6K 10,620 – –
GP
42
Gridiron Partners
Pennsylvania
$35.2K 10,507 – –
VAG
43
VisionPoint Advisory Group
Texas
$35.2K 10,500 +10,500 New
CPIG
44
Chicago Partners Investment Group
Illinois
$34.8K 10,531 +137 +1%
WP
45
WealthShield Partners
North Carolina
$33.5K 10,000 – –
KFI
46
Key Financial Inc
Pennsylvania
$31.8K 9,500 – –
Comerica Bank
47
Comerica Bank
Texas
$30.8K 9,200 – –
Raymond James Financial
48
Raymond James Financial
Florida
$24.5K 7,324 +7,324 New
Wells Fargo
49
Wells Fargo
California
$17.9K 5,340 – –
MCM
50
MAI Capital Management
Ohio
$16.8K 5,000 – –
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