PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

52 hedge funds and large institutions have $75.5M invested in Putnam Master Intermediate Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
12
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$58.6M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.35M
3
1CP
3
1607 Capital Partners
Virginia
$3.84M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$699K
5
KIM
5
Karpus Investment Management
New York
$2.71M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$315K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
RJA
3
Raymond James & Associates
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$64.1K
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$70K 22,312 -6,186 -22%
BFS
27
Bard Financial Services
Connecticut
$68.1K 21,540 – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$64.1K 20,275 -17,773 -47%
DWM
29
Dakota Wealth Management
Florida
$58.5K 18,525 – –
WA
30
WealthTrust Axiom
Pennsylvania
$54K 17,088 – –
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$48.4K 15,320 -14,000 -48%
FFA
32
First Foundation Advisors
California
$47.4K 15,000 – –
AAS
33
Avantax Advisory Services
Texas
$45.5K 14,412 +149 +1%
GLLW
34
Graves Light Lenhart Wealth
Virginia
$45.2K 14,300 – –
CW
35
CreativeOne Wealth
Kansas
$42K 13,416 – –
PWM
36
Perigon Wealth Management
California
$41.1K 13,000 +13,000 New
MWM
37
Melfa Wealth Management
Massachusetts
$40.4K 12,788 – –
KFI
38
Key Financial Inc
Pennsylvania
$37.5K 11,882 – –
SRC
39
Shufro Rose & Co
New York
$34.8K 11,000 – –
HCM
40
Hollencrest Capital Management
California
$24.1K 7,617 – –
Osaic Holdings
41
Osaic Holdings
Arizona
$20.6K 6,520 -5,308 -45%
Wells Fargo
42
Wells Fargo
California
$20.4K 6,448 – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$15.8K 5,000 – –
FMTCOCP
44
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K 3,000 – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$7K 2,165 -1,277 -37%
Bank of America
46
Bank of America
North Carolina
$6.13K 1,939 -1,913 -50%
GWSG
47
GPS Wealth Strategies Group
Colorado
$2.93K 928 +19 +2%
SL
48
Savior LLC
Massachusetts
$1.43K 452 – –
SPIA
49
Steward Partners Investment Advisory
New York
$1.26K 400 – –
FIA
50
FNY Investment Advisers
New York
$1K 500 – –
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2
3