PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

58 hedge funds and large institutions have $90.8M invested in Putnam Master Intermediate Income Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% 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
7
Increased
17
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$448K
2
SIA
2
Sit Investment Associates
Minnesota
$76.6M
3
EFG
3
Ethos Financial Group
Pennsylvania
$169K
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$1.09M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$124K

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$0
2
1CP
2
1607 Capital Partners
Virginia
$3.42M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$75.2K
4
NA
4
NewEdge Advisors
Louisiana
$279K
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
WealthTrust Axiom
Pennsylvania
$89.6K 27,000 +13,411 +99%
TCA
27
Transcend Capital Advisors
New Jersey
$87K 26,200 – –
UBS Group
28
UBS Group
Switzerland
$84.2K 25,369 -15,219 -37%
Osaic Holdings
29
Osaic Holdings
Arizona
$75.2K 22,660 -35,486 -61%
BFS
30
Bard Financial Services
Connecticut
$71.5K 21,540 – –
CCM
31
Coldstream Capital Management
Washington
$70.9K 21,367 +559 +3%
Citadel Advisors
32
Citadel Advisors
Florida
$69.3K 20,860 +9,675 +86%
NFC
33
Northstar Financial Companies
Pennsylvania
$67.2K 20,245 – –
WFA
34
WMG Financial Advisors
Tennessee
$65.4K 19,700 – –
ICMM
35
Integrated Capital Management (Michigan)
Michigan
$65K 19,690 +19,690 New
SWP
36
Stratos Wealth Partners
Ohio
$63.3K 19,057 – –
AAS
37
Avantax Advisory Services
Texas
$54.3K 16,348 +199 +1%
GLLW
38
Graves Light Lenhart Wealth
Virginia
$47.5K 14,300 – –
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$46.5K 14,000 – –
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$42.5K 12,815 +12,815 New
PWM
41
Perigon Wealth Management
California
$37.4K 11,250 +11,250 New
SRC
42
Shufro Rose & Co
New York
$36.5K 11,000 – –
CIA
43
Concurrent Investment Advisors
Florida
$35.3K 10,620 +10,620 New
GP
44
Gridiron Partners
Pennsylvania
$34.9K 10,507 – –
CPIG
45
Chicago Partners Investment Group
Illinois
$34.7K 10,394 +272 +3%
MC
46
Moors & Cabot
Massachusetts
$33.2K 10,000 – –
WP
47
WealthShield Partners
North Carolina
$33.2K 10,000 – –
KFI
48
Key Financial Inc
Pennsylvania
$31.5K 9,500 – –
Comerica Bank
49
Comerica Bank
Texas
$30.5K 9,200 – –
Wells Fargo
50
Wells Fargo
California
$17.7K 5,340 +1 +0%
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