PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

48 hedge funds and large institutions have $83.7M invested in Putnam Master Intermediate Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
15
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$772K
2
Wells Fargo
2
Wells Fargo
California
$443K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$2.62M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$509K
5
FSI
5
Flow State Investments
Illinois
$387K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$68.9M
2
PI
2
PFG Investments
New York
$0
3
Invesco
3
Invesco
Georgia
$0
4
KIM
4
Karpus Investment Management
New York
$2.52M
5
1CP
5
1607 Capital Partners
Virginia
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Coldstream Capital Management
Washington
$64.5K 20,000 – –
WFA
27
WMG Financial Advisors
Tennessee
$63.5K 19,700 +19,700 New
DWM
28
Dakota Wealth Management
Florida
$59.7K 18,525 – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$56.8K 17,613 +17,613 New
SWP
30
Stratos Wealth Partners
Ohio
$53.4K 16,550 +16,550 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$52K 16,278 +8,575 +111%
AAS
32
Avantax Advisory Services
Texas
$50.2K 15,577 +289 +2%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$49.8K 15,320 +15,320 New
GLLW
34
Graves Light Lenhart Wealth
Virginia
$46.3K 14,300 – –
WA
35
WealthTrust Axiom
Pennsylvania
$43.8K 13,589 – –
SRC
36
Shufro Rose & Co
New York
$35.5K 11,000 – –
GP
37
Gridiron Partners
Pennsylvania
$33.9K 10,507 – –
Stifel Financial
38
Stifel Financial
Missouri
$33.3K 10,324 +10,324 New
WP
39
WealthShield Partners
North Carolina
$32.5K 10,000 – –
MC
40
Moors & Cabot
Massachusetts
$32.3K 10,000 – –
KFI
41
Key Financial Inc
Pennsylvania
$30.6K 9,500 – –
Osaic Holdings
42
Osaic Holdings
Arizona
$25.8K 7,983 -2,406 -23%
HCM
43
Hollencrest Capital Management
California
$24.6K 7,617 – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$16.6K 5,140 -27 -0.5%
RIL
45
Rothschild Investment LLC
Illinois
$15.8K 4,885 – –
Bank of America
46
Bank of America
North Carolina
$11.2K 3,463 +50 +1%
GWSG
47
GPS Wealth Strategies Group
Colorado
$2.44K 756 +15 +2%
SPIA
48
Steward Partners Investment Advisory
New York
$1.29K 400 – –
PI
49
PFG Investments
New York
– – -240,159 Closed
Invesco
50
Invesco
Georgia
– – -65,810 Closed
1
2
3