PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

41 hedge funds and large institutions have $67.4M invested in Putnam Master Intermediate Income Trust in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
41
Holders Change
-7
Holders Change %
-14.58%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
10
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$55M
2
Truist Financial
2
Truist Financial
North Carolina
$125K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$88K
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$544K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$345K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.74M
2
Morgan Stanley
2
Morgan Stanley
New York
$823K
3
PHS
3
Pekin Hardy Strauss
Illinois
$77K
4
CBA
4
Coastal Bridge Advisors
Connecticut
$0
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GLLW
26
Graves Light Lenhart Wealth
Virginia
$58K 14,300 – –
CW
27
CreativeOne Wealth
Kansas
$55K 13,416 – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$53K 13,129 -250 -2%
SRC
29
Shufro Rose & Co
New York
$45K 11,000 – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$32K 7,961 +2,961 +59%
Wells Fargo
31
Wells Fargo
California
$29K 7,149 -6,000 -46%
Bank of America
32
Bank of America
North Carolina
$19K 4,666 – –
Citigroup
33
Citigroup
New York
$14K 3,510 +2,986 +570%
FMTCOCP
34
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K 3,000 – –
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$5.37K 1,320 +1,320 New
APA
36
American Portfolios Advisors
New York
$4.07K 1,000 -2,000 -67%
RCA
37
Ranch Capital Advisors
Florida
$4K 876 – –
GWSG
38
GPS Wealth Strategies Group
Colorado
$3K 813 +13 +2%
SL
39
Savior LLC
Massachusetts
$2K 452 – –
SPIA
40
Steward Partners Investment Advisory
New York
$2K 400 – –
CBA
41
Coastal Bridge Advisors
Connecticut
– – -71,086 Closed
HWAM
42
Hennion & Walsh Asset Management
New Jersey
– – -59,471 Closed
LCM
43
Landscape Capital Management
New Jersey
– – -59,249 Closed
Citadel Advisors
44
Citadel Advisors
Florida
– – -18,389 Closed
WFC
45
Western Financial Corp
California
– – -13,536 Closed
OC
46
Oarsman Capital
Wisconsin
– – -11,600 Closed
Calamos Advisors
47
Calamos Advisors
Illinois
– – -10,441 Closed
1IA
48
1834 Investment Advisors
Wisconsin
– – -2,500 Closed
AWA
49
Arkadios Wealth Advisors
Georgia
$0 224 -1,707 -88%
ASN
50
Advisory Services Network
Georgia
– – -920 Closed
1
2
3