Putnam Master Intermediate Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 23.49 M | $80.81 M | -0.62% | 48.75% |
| SHEETS SMITH INVESTMENT MANAGEMENT | 10/08/2025 | 1.10 M | $3.79 M | 100.00% | 2.29% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 418.15 K | $1.44 M | -59.10% | 0.87% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 11/12/2025 | 367.19 K | $1.26 M | 1.10% | 0.76% |
| SHEETS SMITH WEALTH MANAGEMENT | 10/16/2025 | 241.23 K | $829.82 K | 100.00% | 0.50% |
| MORGAN STANLEY | 11/14/2025 | 215.03 K | $739.69 K | 13.54% | 0.45% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 193.22 K | $664.68 K | 483.39% | 0.40% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 189.73 K | $652.65 K | 12.11% | 0.39% |
| PENBROOK MANAGEMENT LLC | 10/22/2025 | 147.06 K | $505.90 K | -0.37% | 0.31% |
| GILL CAPITAL PARTNERS, LLC | 10/27/2025 | 136.18 K | $468.45 K | -17.93% | 0.28% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 135.06 K | $465.00 K | -0.08% | 0.28% |
| WEALTHTRUST AXIOM LLC | 11/14/2025 | 97.00 K | $333.68 K | 90.20% | 0.20% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 87.48 K | $300.93 K | 102.13% | 0.18% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 81.54 K | $280.50 K | -1.11% | 0.17% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 80.93 K | $278.38 K | 0.00% | 0.17% |
| INVICTUS PRIVATE WEALTH, LLC | 11/10/2025 | 76.87 K | $264.44 K | 100.00% | 0.16% |
| LPL FINANCIAL LLC | 11/12/2025 | 71.13 K | $244.69 K | -22.17% | 0.15% |
| ROYAL BANK OF CANADA | 11/14/2025 | 70.94 K | $244.00 K | 0.09% | 0.15% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 66.27 K | $227.98 K | 0.00% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 62.28 K | $214.00 K | -0.89% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 57.47 K | $197.69 K | -0.14% | 0.12% |
| MEZZASALMA ADVISORS, LLC | 10/16/2025 | 56.06 K | $192.85 K | -5.81% | 0.12% |
| FORTITUDE ADVISORY GROUP L.L.C. | 11/05/2025 | 52.82 K | $181.70 K | 0.00% | 0.11% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 52.69 K | $181.25 K | 5.77% | 0.11% |
| TCG ADVISORY SERVICES, LLC | 11/12/2025 | 41.15 K | $141.56 K | -0.72% | 0.09% |
| PVG ASSET MANAGEMENT CORP | 12/31/2025 | 38.58 K | $132.72 K | 100.00% | 0.08% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 37.30 K | $128.33 K | 191.09% | 0.08% |
| COMERICA BANK | 11/14/2025 | 35.09 K | $120.72 K | 281.43% | 0.07% |
| WEAVER CONSULTING GROUP | 11/12/2025 | 35.00 K | $120.40 K | 7.69% | 0.07% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 32.81 K | $113.00 K | 100.00% | 0.07% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 11/14/2025 | 27.70 K | $95.29 K | 100.00% | 0.06% |
| UBS GROUP AG | 11/13/2025 | 25.58 K | $88.01 K | 0.85% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 23.05 K | $77.31 K | 6.41% | 0.05% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11/19/2025 | 22.22 K | $76.44 K | 1.97% | 0.05% |
| BARD FINANCIAL SERVICES, INC. | 10/17/2025 | 21.54 K | $74.10 K | 0.00% | 0.04% |
| VISIONPOINT ADVISORY GROUP, LLC | 10/08/2025 | 21.06 K | $72.44 K | 100.56% | 0.04% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 20.66 K | $71.07 K | 2.37% | 0.04% |
| NORTHSTAR FINANCIAL COMPANIES, INC. | 11/12/2025 | 20.25 K | $69.64 K | 0.00% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 17.01 K | $59.00 K | 3.53% | 0.04% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 16.00 K | $55.04 K | 100.00% | 0.03% |
| GRAVES LIGHT LENHART WEALTH, INC. | 10/07/2025 | 14.30 K | $49.19 K | 0.00% | 0.03% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 11/10/2025 | 14.00 K | $48.16 K | 0.00% | 0.03% |
| SHUFRO ROSE & CO LLC | 11/12/2025 | 11.00 K | $36.52 K | 0.00% | 0.02% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/30/2025 | 10.60 K | $35.51 K | 0.66% | 0.02% |
| GRIDIRON PARTNERS, LLC | 10/14/2025 | 10.51 K | $36.14 K | 0.00% | 0.02% |
| WEALTHSHIELD PARTNERS, LLC | 10/31/2025 | 10.00 K | $34.40 K | 0.00% | 0.02% |
| KEY FINANCIAL INC | 11/05/2025 | 9.50 K | $32.49 K | 0.00% | 0.02% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 10/02/2025 | 9.22 K | $31.72 K | 100.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 5.35 K | $18.39 K | 0.11% | 0.01% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 5.00 K | $17.20 K | 0.00% | 0.01% |
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Putnam Master Intermediate Income Trust institutional Ownership - FAQ's
During the previous two years, 86 institutional investors and hedge funds held shares of Putnam Master Intermediate Income Trust. The most heavily invested institutionals were:
PVG ASSET MANAGEMENT CORP: 482,759
MELFA WEALTH MANAGEMENT, LLC: 80,925
Mezzasalma Advisors, LLC: 53,629
ECLECTIC ASSOCIATES INC /ADV: 53,581
Ethos Financial Group, LLC: 46,659
Ronald Blue Trust, Inc.: 25,260
58.32% of Putnam Master Intermediate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 29.28 M shares in the last 24 months. This purchase volume represents approximately $97.20 M in transactions.