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 | 08/12/2026 | 22.68 M | $73.26 M | -0.13% | 47.07% |
| PVG ASSET MANAGEMENT CORP | 07/01/2026 | 1.24 M | $3.99 M | 0.25% | 2.56% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 879.73 K | $2.84 M | 100.00% | 1.83% |
| SHEETS SMITH WEALTH MANAGEMENT | 07/13/2026 | 224.01 K | $723.57 K | -5.91% | 0.46% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 221.89 K | $716.71 K | -35.29% | 0.46% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 219.76 K | $709.81 K | 100.00% | 0.46% |
| COLONY GROUP, LLC | 08/12/2026 | 189.73 K | $612.81 K | 0.00% | 0.39% |
| MORGAN STANLEY | 08/13/2026 | 165.35 K | $534.09 K | -3.64% | 0.34% |
| PENBROOK MANAGEMENT LLC | 07/23/2026 | 147.06 K | $475.01 K | 0.00% | 0.31% |
| GILL CAPITAL PARTNERS, LLC | 08/20/2026 | 141.56 K | $457.24 K | 1.34% | 0.29% |
| WEALTHTRUST AXIOM LLC | 08/11/2026 | 136.50 K | $440.90 K | 17.67% | 0.28% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 131.78 K | $426.00 K | -0.27% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 128.86 K | $416.21 K | -49.49% | 0.27% |
| LPL FINANCIAL LLC | 08/07/2026 | 86.45 K | $279.25 K | 17.39% | 0.18% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 80.93 K | $261.39 K | 0.00% | 0.17% |
| ROYAL BANK OF CANADA | 08/14/2026 | 68.75 K | $222.00 K | 0.00% | 0.14% |
| ECLECTIC ASSOCIATES INC /ADV | 07/07/2026 | 67.44 K | $217.83 K | -6.46% | 0.14% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 66.50 K | $214.80 K | 6.40% | 0.14% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 66.27 K | $214.06 K | 0.00% | 0.14% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 62.14 K | $200.70 K | 17.64% | 0.13% |
| MEZZASALMA ADVISORS, LLC | 08/10/2026 | 55.84 K | $180.36 K | 2.07% | 0.12% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 53.07 K | $171.42 K | 30.39% | 0.11% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 52.62 K | $169.96 K | -0.76% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 52.17 K | $168.52 K | -17.60% | 0.11% |
| HRT FINANCIAL LP | 08/14/2026 | 50.63 K | $163.00 K | 100.00% | 0.11% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 44.83 K | $144.79 K | -3.93% | 0.09% |
| TCG ADVISORY SERVICES, LLC | 07/31/2026 | 39.58 K | $127.84 K | -0.67% | 0.08% |
| FIFTH THIRD BANCORP | 08/05/2026 | 35.39 K | $114.32 K | -3.30% | 0.07% |
| WEAVER CONSULTING GROUP | 07/29/2026 | 32.00 K | $103.36 K | 0.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 30.05 K | $97.07 K | 21.20% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 28.64 K | $92.52 K | -6.17% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 28.16 K | $90.95 K | 11.26% | 0.06% |
| VISIONPOINT ADVISORY GROUP, LLC | 07/07/2026 | 23.78 K | $76.82 K | 12.28% | 0.05% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 20.36 K | $65.77 K | -4.52% | 0.04% |
| UBS GROUP AG | 08/13/2026 | 17.90 K | $57.83 K | -32.13% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 17.01 K | $55.00 K | 0.00% | 0.04% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 16.70 K | $53.94 K | -39.71% | 0.03% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 16.70 K | $53.94 K | -39.71% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 16.65 K | $53.77 K | 100.00% | 0.03% |
| PERIGON WEALTH MANAGEMENT, LLC | 08/07/2026 | 14.50 K | $46.84 K | 100.00% | 0.03% |
| GRAVES LIGHT LENHART WEALTH, INC. | 07/07/2026 | 14.30 K | $46.19 K | 0.00% | 0.03% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 14.07 K | $45.46 K | 100.00% | 0.03% |
| JANE STREET GROUP, LLC | 08/14/2026 | 13.69 K | $44.23 K | 100.00% | 0.03% |
| NORTHSTAR FINANCIAL COMPANIES, INC. | 08/06/2026 | 11.81 K | $38.15 K | -20.97% | 0.02% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 11.65 K | $37.63 K | 100.00% | 0.02% |
| SHUFRO ROSE & CO LLC | 08/12/2026 | 11.00 K | $35.53 K | 0.00% | 0.02% |
| IFG ADVISORY, LLC | 08/14/2026 | 8.50 K | $27.46 K | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 5.31 K | $17.16 K | -0.09% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 4.89 K | $15.78 K | 0.00% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 2.79 K | $9.02 K | 100.00% | 0.01% |
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Putnam Master Intermediate Income Trust institutional Ownership - FAQ's
During the previous two years, 110 institutional investors and hedge funds held shares of Putnam Master Intermediate Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 22.68 M
PVG ASSET MANAGEMENT CORP: 1.24 M
Summit Financial, LLC: 879,729
SHEETS SMITH WEALTH MANAGEMENT: 224,014
1607 Capital Partners, LLC: 221,893
Shaker Financial Services, LLC: 219,756
57.60% of Putnam Master Intermediate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 30.57 M shares in the last 24 months. This purchase volume represents approximately $97.52 M in transactions.