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 %
SIA
1
Sit Investment Associates
Minnesota
$76.6M 23,075,285 +90,977 +0.4%
1CP
2
1607 Capital Partners
Virginia
$3.42M 1,029,067 -36,711 -3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$2.3M 692,346 -23,000 -3%
CPRC
4
Consolidated Portfolio Review Corp
New York
$1.09M 329,319 +36,533 +12%
Morgan Stanley
5
Morgan Stanley
New York
$639K 192,444 +299 +0.2%
TW
6
Transform Wealth
Colorado
$562K 169,225 – –
GCP
7
Gill Capital Partners
Colorado
$557K 167,882 -6,905 -4%
PM
8
Penbrook Management
New York
$492K 148,163 -600 -0.4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$448K 134,822 +134,822 New
SFS
10
Shaker Financial Services
Virginia
$400K 120,489 -14,948 -11%
NA
11
NewEdge Advisors
Louisiana
$279K 84,164 -23,586 -22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$271K 81,687 +9,226 +13%
MWM
13
Melfa Wealth Management
Massachusetts
$271K 81,613 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$236K 70,920 -12,656 -15%
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$220K 66,272 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$208K 62,605 +313 +0.5%
MA
17
Mezzasalma Advisors
New Jersey
$194K 58,357 -777 -1%
FAG
18
Fortitude Advisory Group
Washington
$172K 52,819 – –
EFG
19
Ethos Financial Group
Pennsylvania
$169K 50,907 +50,907 New
LPL Financial
20
LPL Financial
California
$167K 50,427 -350 -0.7%
PAM
21
PVG Asset Management
Colorado
$156K 47,072 +985 +2%
Stifel Financial
22
Stifel Financial
Missouri
$145K 43,620 +141 +0.3%
HIP
23
HUB Investment Partners
Texas
$137K 41,398 +141 +0.3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$134K 40,428 +8,796 +28%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$124K 37,474 +20,196 +117%
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