PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

46 hedge funds and large institutions have $88.5M invested in Putnam Master Intermediate Income Trust in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
11
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$77.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$290K
3
Stifel Financial
3
Stifel Financial
Missouri
$146K
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$904K
5
PWM
5
Perigon Wealth Management
California
$49.2K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$18.1K
3
FSI
3
Flow State Investments
Illinois
$0
4
SFS
4
Shaker Financial Services
Virginia
$461K
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$60.5K 17,845 -13,547 -43%
AAS
27
Avantax Advisory Services
Texas
$53.8K 15,862 +285 +2%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$51.9K 15,320 – –
PWM
29
Perigon Wealth Management
California
$49.2K 14,500 +14,500 New
GLLW
30
Graves Light Lenhart Wealth
Virginia
$48.5K 14,300 – –
WA
31
WealthTrust Axiom
Pennsylvania
$46.1K 13,589 – –
GP
32
Gridiron Partners
Pennsylvania
$35.6K 10,507 – –
SRC
33
Shufro Rose & Co
New York
$35.5K 11,000 – –
WP
34
WealthShield Partners
North Carolina
$34.1K 10,000 – –
MC
35
Moors & Cabot
Massachusetts
$33.9K 10,000 – –
KFI
36
Key Financial Inc
Pennsylvania
$32.2K 9,500 – –
Comerica Bank
37
Comerica Bank
Texas
$31.2K 9,200 +9,200 New
Osaic Holdings
38
Osaic Holdings
Arizona
$27.1K 7,983 – –
HCM
39
Hollencrest Capital Management
California
$25.8K 7,617 – –
Wells Fargo
40
Wells Fargo
California
$18.1K 5,338 -132,051 -96%
RIL
41
Rothschild Investment LLC
Illinois
$16.6K 4,885 – –
PS
42
Planned Solutions
California
$6.23K 1,839 +1,839 New
Bank of America
43
Bank of America
North Carolina
$3.6K 1,062 -2,401 -69%
GWSG
44
GPS Wealth Strategies Group
Colorado
$2.62K 772 +16 +2%
SPIA
45
Steward Partners Investment Advisory
New York
$1.36K 400 – –
FIA
46
FNY Investment Advisers
New York
$1K 500 +500 New
KIM
47
Karpus Investment Management
New York
– – -780,209 Closed
FSI
48
Flow State Investments
Illinois
– – -120,008 Closed
FA
49
FDx Advisors
Illinois
– – -24,000 Closed
DWM
50
Dakota Wealth Management
Florida
– – -18,525 Closed
1
2
3