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 %
SIA
1
Sit Investment Associates
Minnesota
$74.9M 22,984,308 +223,036 +1%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$45.6M 14,000 -1,320 -9%
1CP
3
1607 Capital Partners
Virginia
$3.47M 1,065,778 +486,262 +84%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.33M 715,346 -11,258 -2%
CPRC
5
Consolidated Portfolio Review Corp
New York
$954K 292,786 +26,024 +10%
EP
6
Essential Planning
New Hampshire
$676K 205,205 +205,205 New
Morgan Stanley
7
Morgan Stanley
New York
$626K 192,145 -4,593 -2%
GCP
8
Gill Capital Partners
Colorado
$570K 174,787 -4,712 -3%
TW
9
Transform Wealth
Colorado
$555K 169,225 +169,225 New
PM
10
Penbrook Management
New York
$485K 148,763 – –
SFS
11
Shaker Financial Services
Virginia
$445K 135,437 +241 +0.2%
NA
12
NewEdge Advisors
Louisiana
$351K 107,750 -8,117 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$272K 83,576 -2,223 -3%
MWM
14
Melfa Wealth Management
Massachusetts
$266K 81,613 +7,500 +10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$236K 72,461 +72,461 New
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$216K 66,272 – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$203K 62,292 +228 +0.4%
MA
18
Mezzasalma Advisors
New Jersey
$193K 59,134 +59,134 New
Osaic Holdings
19
Osaic Holdings
Arizona
$190K 58,146 +50,163 +628%
FAG
20
Fortitude Advisory Group
Washington
$172K 52,819 +4,464 +9%
LPL Financial
21
LPL Financial
California
$166K 50,777 +3,948 +8%
PAM
22
PVG Asset Management
Colorado
$150K 46,087 +46,087 New
Stifel Financial
23
Stifel Financial
Missouri
$142K 43,479 +357 +0.8%
HIP
24
HUB Investment Partners
Texas
$134K 41,257 +151 +0.4%
UBS Group
25
UBS Group
Switzerland
$132K 40,588 +7,700 +23%
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