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 %
SIA
1
Sit Investment Associates
Minnesota
$77.2M 22,761,272 +1,399,590 +7%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.46M 726,604 -86,000 -11%
1CP
3
1607 Capital Partners
Virginia
$1.96M 579,516 -14,800 -2%
CPRC
4
Consolidated Portfolio Review Corp
New York
$904K 266,762 +14,721 +6%
Morgan Stanley
5
Morgan Stanley
New York
$667K 196,738 +516 +0.3%
GCP
6
Gill Capital Partners
Colorado
$609K 179,499 +328 +0.2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$519K 153,034 -4,673 -3%
PM
8
Penbrook Management
New York
$504K 148,763 -1,200 -0.8%
SFS
9
Shaker Financial Services
Virginia
$461K 135,196 -102,531 -43%
NA
10
NewEdge Advisors
Louisiana
$393K 115,867 -3,817 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$290K 85,799 +69,521 +427%
MWM
12
Melfa Wealth Management
Massachusetts
$251K 74,113 – –
SBIA
13
Sheaff Brock Investment Advisors
Indiana
$225K 66,272 – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$210K 62,064 -2,135 -3%
FAG
15
Fortitude Advisory Group
Washington
$164K 48,355 +13,475 +39%
TCA
16
Transcend Capital Advisors
New Jersey
$160K 47,200 – –
LPL Financial
17
LPL Financial
California
$159K 46,829 -750 -2%
Stifel Financial
18
Stifel Financial
Missouri
$146K 43,122 +32,798 +318%
HIP
19
HUB Investment Partners
Texas
$139K 41,106 -38,169 -48%
UBS Group
20
UBS Group
Switzerland
$111K 32,888 -3,094 -9%
BFS
21
Bard Financial Services
Connecticut
$73K 21,540 – –
CCM
22
Coldstream Capital Management
Washington
$69.2K 20,401 +401 +2%
WFA
23
WMG Financial Advisors
Tennessee
$66.8K 19,700 – –
LCM
24
Landscape Capital Management
New Jersey
$64.8K 19,115 -49,641 -72%
SWP
25
Stratos Wealth Partners
Ohio
$64.6K 19,057 +2,507 +15%
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