PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

44 hedge funds and large institutions have $66.4M invested in Putnam Master Intermediate Income Trust in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
9
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$55.3M
2
Invesco
2
Invesco
Georgia
$2.52M
3
UBS Group
3
UBS Group
Switzerland
$288K
4
LP
4
Lloyd Park
Illinois
$285K
5
KFI
5
Key Financial Inc
Pennsylvania
$8K

Top Sellers

1
VIA
1
Vident Investment Advisory
Georgia
$0
2
SFS
2
Shaker Financial Services
Virginia
$169K
3
Morgan Stanley
3
Morgan Stanley
New York
$493K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$154K
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$40K
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$49K 15,000 – –
GLLW
27
Graves Light Lenhart Wealth
Virginia
$46K 14,300 – –
CW
28
CreativeOne Wealth
Kansas
$44K 13,416 – –
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$40K 12,180 -29,820 -71%
SRC
30
Shufro Rose & Co
New York
$36K 11,000 – –
IAMOG
31
Investors Asset Management of Georgia
Georgia
$28K 8,613 – –
Wells Fargo
32
Wells Fargo
California
$20K 6,198 – –
Osaic Holdings
33
Osaic Holdings
Arizona
$20K 5,992 – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$16K 5,000 – –
FMTCOCP
35
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K 3,000 – –
KFI
36
Key Financial Inc
Pennsylvania
$8K 2,382 +2,382 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$7K 2,165 -8,000 -79%
Bank of America
38
Bank of America
North Carolina
$4K 1,104 -1,153 -51%
APA
39
American Portfolios Advisors
New York
$3.25K 1,000 – –
GWSG
40
GPS Wealth Strategies Group
Colorado
$3K 873 +16 +2%
CS
41
Credit Suisse
Switzerland
$2K 736 – –
SL
42
Savior LLC
Massachusetts
$1K 452 – –
SPIA
43
Steward Partners Investment Advisory
New York
$1K 400 – –
VIA
44
Vident Investment Advisory
Georgia
– – -425,456 Closed
LCM
45
Landscape Capital Management
New Jersey
– – -18,993 Closed
CA
46
CoreCap Advisors
Michigan
– – -130 Closed
JFA
47
JNBA Financial Advisors
Minnesota
– – -115 Closed
Creative Planning
48
Creative Planning
Kansas
– – -13 Closed
FIA
49
FNY Investment Advisers
New York
$0 300 – –
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2