PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

56 hedge funds and large institutions have $135M invested in Putnam Master Intermediate Income Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
17
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$3.47M
2
SIA
2
Sit Investment Associates
Minnesota
$74.9M
3
EP
3
Essential Planning
New Hampshire
$676K
4
TW
4
Transform Wealth
Colorado
$555K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$236K

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$45.6M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
TCA
3
Transcend Capital Advisors
New Jersey
$85.4K
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$103K 31,632 +31,632 New
TCA
27
Transcend Capital Advisors
New Jersey
$85.4K 26,200 -21,000 -44%
BFS
28
Bard Financial Services
Connecticut
$70.2K 21,540 – –
CCM
29
Coldstream Capital Management
Washington
$67.8K 20,808 +407 +2%
NFC
30
Northstar Financial Companies
Pennsylvania
$66K 20,245 +20,245 New
WFA
31
WMG Financial Advisors
Tennessee
$64.2K 19,700 – –
SWP
32
Stratos Wealth Partners
Ohio
$62.1K 19,057 – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$56K 17,278 +17,278 New
AAS
34
Avantax Advisory Services
Texas
$52.6K 16,149 +287 +2%
GLLW
35
Graves Light Lenhart Wealth
Virginia
$46.6K 14,300 – –
WA
36
WealthTrust Axiom
Pennsylvania
$44.3K 13,589 – –
Citadel Advisors
37
Citadel Advisors
Florida
$36.5K 11,185 +11,185 New
SRC
38
Shufro Rose & Co
New York
$35.9K 11,000 – –
Jane Street
39
Jane Street
New York
$34.9K 10,694 +10,694 New
GP
40
Gridiron Partners
Pennsylvania
$34.3K 10,507 – –
CPIG
41
Chicago Partners Investment Group
Illinois
$33.2K 10,122 +10,122 New
WP
42
WealthShield Partners
North Carolina
$32.8K 10,000 – –
MC
43
Moors & Cabot
Massachusetts
$32.6K 10,000 – –
KFI
44
Key Financial Inc
Pennsylvania
$31K 9,500 – –
Comerica Bank
45
Comerica Bank
Texas
$30K 9,200 – –
Wells Fargo
46
Wells Fargo
California
$17.4K 5,339 +1 +0%
MCM
47
MAI Capital Management
Ohio
$16.3K 5,000 +5,000 New
RIL
48
Rothschild Investment LLC
Illinois
$15.9K 4,885 – –
HCM
49
Hollencrest Capital Management
California
$10K 3,067 -4,550 -60%
Bank of America
50
Bank of America
North Carolina
$9.7K 2,976 +1,914 +180%
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