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 | 02/12/2026 | 22.73 M | $75.92 M | -3.24% | 46.18% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 592.05 K | $1.98 M | 206.41% | 1.20% |
| PVG ASSET MANAGEMENT CORP | 01/30/2026 | 482.76 K | $1.61 M | 1,151.25% | 0.98% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 342.92 K | $1.15 M | -17.99% | 0.70% |
| SHEETS SMITH WEALTH MANAGEMENT | 01/20/2026 | 241.23 K | $805.70 K | 0.00% | 0.49% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 226.02 K | $754.89 K | 293.30% | 0.46% |
| COLONY GROUP, LLC | 02/13/2026 | 189.73 K | $633.68 K | 100.00% | 0.39% |
| MORGAN STANLEY | 02/13/2026 | 172.67 K | $576.72 K | -19.70% | 0.35% |
| PENBROOK MANAGEMENT LLC | 01/06/2026 | 147.06 K | $491.19 K | 0.00% | 0.30% |
| GILL CAPITAL PARTNERS, LLC | 02/10/2026 | 137.90 K | $460.57 K | 1.26% | 0.28% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 131.77 K | $440.00 K | -2.44% | 0.27% |
| WEALTHTRUST AXIOM LLC | 02/13/2026 | 108.00 K | $360.72 K | 11.34% | 0.22% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 80.93 K | $270.29 K | 0.00% | 0.16% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 79.53 K | $265.63 K | -2.47% | 0.16% |
| LPL FINANCIAL LLC | 02/11/2026 | 70.40 K | $235.12 K | -1.03% | 0.14% |
| ROYAL BANK OF CANADA | 02/17/2026 | 68.72 K | $229.00 K | -3.13% | 0.14% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 66.27 K | $221.35 K | 0.00% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 62.53 K | $208.85 K | 0.40% | 0.13% |
| MEZZASALMA ADVISORS, LLC | 01/21/2026 | 53.63 K | $178.32 K | -4.34% | 0.11% |
| ECLECTIC ASSOCIATES INC /ADV | 02/03/2026 | 53.58 K | $178.96 K | 100.00% | 0.11% |
| FORTITUDE ADVISORY GROUP L.L.C. | 02/13/2026 | 52.82 K | $176.42 K | 0.00% | 0.11% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 46.66 K | $155.84 K | -11.44% | 0.09% |
| INVICTUS PRIVATE WEALTH, LLC | 02/13/2026 | 42.00 K | $140.28 K | -45.36% | 0.09% |
| WEAVER CONSULTING GROUP | 02/10/2026 | 42.00 K | $140.28 K | 20.00% | 0.09% |
| TCG ADVISORY SERVICES, LLC | 02/17/2026 | 41.25 K | $137.78 K | 0.25% | 0.08% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 39.85 K | $133.09 K | 6.82% | 0.08% |
| COMERICA BANK | 01/29/2026 | 35.09 K | $117.21 K | 0.00% | 0.07% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 29.50 K | $98.53 K | 84.38% | 0.06% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 27.70 K | $92.52 K | 100.00% | 0.06% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 02/12/2026 | 27.70 K | $92.52 K | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 26.09 K | $87.14 K | 13.19% | 0.05% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 25.26 K | $84.37 K | 100.00% | 0.05% |
| UBS GROUP AG | 01/29/2026 | 23.18 K | $77.44 K | -9.38% | 0.05% |
| 02/09/2026 | 21.90 K | $73.14 K | 100.00% | 0.04% | |
| VISIONPOINT ADVISORY GROUP, LLC | 01/12/2026 | 21.12 K | $70.54 K | 0.29% | 0.04% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 20.66 K | $69.00 K | 0.00% | 0.04% |
| 02/09/2026 | 20.25 K | $67.62 K | 100.00% | 0.04% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 17.01 K | $57.00 K | 0.00% | 0.03% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 16.85 K | $56.29 K | -80.74% | 0.03% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 16.09 K | $53.73 K | 100.00% | 0.03% |
| GRAVES LIGHT LENHART WEALTH, INC. | 01/09/2026 | 14.30 K | $47.76 K | 0.00% | 0.03% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 14.00 K | $46.76 K | 0.00% | 0.03% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 13.62 K | $45.47 K | 100.00% | 0.03% |
| WEALTHSHIELD PARTNERS, LLC | 02/03/2026 | 13.00 K | $43.42 K | 30.00% | 0.03% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 11.00 K | $36.74 K | 0.00% | 0.02% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 10.60 K | $34.88 K | 0.00% | 0.02% |
| GRIDIRON PARTNERS, LLC | 01/08/2026 | 10.51 K | $35.09 K | 0.00% | 0.02% |
| KEY FINANCIAL INC | 02/09/2026 | 9.50 K | $31.73 K | 0.00% | 0.02% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 01/02/2026 | 9.22 K | $30.80 K | 0.00% | 0.02% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 6.00 K | $20.04 K | 20.00% | 0.01% |
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Putnam Master Intermediate Income Trust institutional Ownership - FAQ's
During the previous two years, 101 institutional investors and hedge funds held shares of Putnam Master Intermediate Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 22.73 M
Summit Financial, LLC: 592,051
PVG ASSET MANAGEMENT CORP: 482,759
1607 Capital Partners, LLC: 342,922
SHEETS SMITH WEALTH MANAGEMENT: 241,227
ENVESTNET ASSET MANAGEMENT INC: 226,015
54.38% of Putnam Master Intermediate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 29.50 M shares in the last 24 months. This purchase volume represents approximately $97.95 M in transactions.