PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

54 hedge funds and large institutions have $82.9M invested in Putnam Master Intermediate Income Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
18
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$66.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.2M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$2.37M
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$777K
5
1CP
5
1607 Capital Partners
Virginia
$4.17M

Top Sellers

1
Invesco
1
Invesco
Georgia
$609K
2
FCI
2
Financial Counselors Inc
Kansas
$0
3
MC
3
Moors & Cabot
Massachusetts
$31.9K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$0
5
CCP
5
Clough Capital Partners
Massachusetts
$87.7K
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
26
Dakota Wealth Management
Florida
$59.1K 18,525 – –
WA
27
WealthTrust Axiom
Pennsylvania
$48.1K 15,088 – –
AAS
28
Avantax Advisory Services
Texas
$47.1K 14,771 +186 +1%
GLLW
29
Graves Light Lenhart Wealth
Virginia
$45.6K 14,300 – –
RJA
30
Raymond James & Associates
Florida
$45.3K 14,211 +14,211 New
KFI
31
Key Financial Inc
Pennsylvania
$37.9K 11,882 – –
XT
32
XTX Topco
Cayman Islands
$36K 11,294 -13,578 -55%
IA
33
IFG Advisory
Georgia
$34.3K 10,750 +10,750 New
IAMOG
34
Investors Asset Management of Georgia
Georgia
$33.6K 10,613 +10,613 New
GP
35
Gridiron Partners
Pennsylvania
$33.5K 10,507 +10,507 New
SRC
36
Shufro Rose & Co
New York
$33.2K 11,000 – –
MC
37
Moors & Cabot
Massachusetts
$31.9K 10,000 -56,000 -85%
WP
38
WealthShield Partners
North Carolina
$31.9K 10,000 +10,000 New
Osaic Holdings
39
Osaic Holdings
Arizona
$30.1K 9,426 -4,113 -30%
Wells Fargo
40
Wells Fargo
California
$25.3K 7,936 +1,738 +28%
HCM
41
Hollencrest Capital Management
California
$24.3K 7,617 – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$16.8K 5,264 +132 +3%
RIL
43
Rothschild Investment LLC
Illinois
$15.6K 4,885 +4,885 New
FMTCOCP
44
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K 4,500 +1,500 +50%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$13.3K 4,160 +4,160 New
Comerica Bank
46
Comerica Bank
Texas
$9.57K 3,000 – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7K 2,165 – –
AF
48
Allworth Financial
California
$6.38K 2,000 +2,000 New
PS
49
Planned Solutions
California
$5.52K 1,729 +1,729 New
Bank of America
50
Bank of America
North Carolina
$3.39K 1,062 – –
1
2
3