PIM

Putnam Master Intermediate Income Trust

Company with tickers: PIM

CIK
830622
CUSIP
746909100
Shares Outstanding
48,184,341
Holders: 58
Total Value: $84,193,600
Total Shares: 25,747,284

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 58 13F filers · Δ vs Dec 31, 2025
Top Holder
88.2%
+72.9 pts
Top 5
92.2%
+43.3 pts
Top 10
94.9%
+27.5 pts
HHI
7,787
Highly concentrated +7,133

Quarterly Activity

vs Dec 31, 2025
New
58
Increased
0
Decreased
0
Sold Out
61
Unchanged
0
Holder count: -3
Institutional value: +553.5%
Shares held: +567.5%

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mid SIT INVESTMENT ASSOCIATES INC 22,711,260 $74,265,820
Small 1607 Capital Partners, LLC 342,922 $1,121,354
Mega ENVESTNET ASSET MANAGEMENT INC 255,094 $834,157
Small SHEETS SMITH WEALTH MANAGEMENT 238,084 $778,534
Large Focus Partners Wealth 189,725 $620,400

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mid Summit Financial, LLC 592,051 $1,977,450
Micro PVG ASSET MANAGEMENT CORP 482,759 $1,612,415
Small 1607 Capital Partners, LLC 342,922 $1,145,359
Small SHEETS SMITH WEALTH MANAGEMENT 241,227 $805,698
Mega ENVESTNET ASSET MANAGEMENT INC 226,015 $754,890
Holder Value (USD) % of 13F Shares Action
Mid SIT INVESTMENT ASSOCIATES INC $74,265,820 88.21% 22,711,260 View
Small 1607 Capital Partners, LLC $1,121,354 1.33% 342,922 View
Mega ENVESTNET ASSET MANAGEMENT INC $834,157 0.99% 255,094 View
Small SHEETS SMITH WEALTH MANAGEMENT $778,534 0.92% 238,084 View
Large Focus Partners Wealth $620,400 0.74% 189,725 View
Mega MORGAN STANLEY $561,118 0.67% 171,596 View
Small Penbrook Management LLC $480,896 0.57% 147,063 View
Micro GILL CAPITAL PARTNERS, LLC $456,783 0.54% 139,689 View
Large Janney Montgomery Scott LLC $432,114 0.51% 132,145 View
Small WealthTrust Axiom LLC $379,320 0.45% 116,000 View
Small MELFA WEALTH MANAGEMENT, INC. $264,624 0.31% 80,925 View
Mega LPL Financial LLC $240,815 0.29% 73,644 View
Micro ECLECTIC ASSOCIATES INC /ADV $235,770 0.28% 72,101 View
Mega ROYAL BANK OF CANADA $224,808 0.27% 68,749 View
Mid Allworth Financial LP $216,709 0.26% 66,272 View
Large COMMONWEALTH EQUITY SERVICES, LLC $207,040 0.25% 63,315 View
Large Baird Financial Group, Inc. $204,375 0.24% 62,500 View
Small Mezzasalma Advisors, LLC $178,895 0.21% 54,708 View
Mid NewEdge Advisors, LLC $173,388 0.21% 53,024 View
Small Fortitude Advisory Group L.L.C. $172,718 0.21% 52,819 View
Small Ethos Financial Group, LLC $152,574 0.18% 46,659 View
Small INVICTUS PRIVATE WEALTH, LLC $140,103 0.17% 42,845 View
Large Cetera Investment Advisers $133,092 0.16% 40,701 View
Mid HUB Investment Partners, LLC $130,302 0.15% 39,848 View
Large FIFTH THIRD BANCORP $119,682 0.14% 36,600 View
Micro Weaver Consulting Group $104,640 0.12% 32,000 View
Mid OSAIC HOLDINGS, INC. $99,823 0.12% 30,527 View
Mid Vestmark Advisory Solutions, Inc. $90,579 0.11% 27,700 View
Mid ELEVATION POINT WEALTH PARTNERS, LLC $90,579 0.11% 27,700 View
Micro Integrity Advisory Solutions, LLC $86,759 0.10% 26,532 View
Mega UBS Group AG $86,262 0.10% 26,380 View
Mid Stratos Wealth Partners, LTD. $82,760 0.10% 25,309 View
Mid Blue Trust, Inc. $82,600 0.10% 25,260 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $81,089 0.10% 24,798 View
Large STIFEL FINANCIAL CORP $69,736 0.08% 21,326 View
Small Balefire, LLC $69,265 0.08% 21,182 View
Mid Atria Investments, Inc $65,985 0.08% 20,179 View
Mega CITADEL ADVISORS LLC $61,181 0.07% 18,710 View
Large Cambridge Investment Research Advisors, Inc. $55,616 0.07% 17,008 View
Micro Northstar Financial Companies, Inc. $48,870 0.06% 14,945 View
Small Graves Light Lenhart Wealth, Inc. $46,761 0.06% 14,300 View
Small WealthShield Partners, LLC $42,510 0.05% 13,000 View
Small SHUFRO ROSE & CO LLC $35,970 0.04% 11,000 View
Small Key Financial Inc $31,065 0.04% 9,500 View
Micro Global Wealth Strategies & Associates $30,149 0.04% 9,220 View
Micro IFG Advisory, LLC $27,795 0.03% 8,500 View
Mid MAI Capital Management $19,620 0.02% 6,000 View
Mega WELLS FARGO & COMPANY/MN $17,386 0.02% 5,317 View
Mid ROTHSCHILD INVESTMENT LLC $15,973 0.02% 4,885 View
Mid JONES FINANCIAL COMPANIES LLLP $9,810 0.01% 3,000 View
Small Measured Wealth Private Client Group, LLC $8,175 0.01% 2,500 View
Small HIGHLINE WEALTH PARTNERS LLC $1,962 0.00% 600 View
Small MOTCO $1,788 0.00% 547 View
Large Steward Partners Investment Advisory, LLC $1,308 0.00% 400 View
Mid HARBOUR INVESTMENTS, INC. $1,108 0.00% 339 View
Small FINANCIAL CONSULATE, INC $654 0.00% 200 View
Small CoreCap Advisors, LLC $425 0.00% 130 View
Small Hilton Head Capital Partners, LLC $6 0.00% 2 View