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 | 05/13/2026 | 22.71 M | $74.27 M | -0.08% | 46.14% |
| PVG ASSET MANAGEMENT CORP | 06/16/2026 | 1.23 M | $3.97 M | 155.18% | 2.50% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 342.92 K | $1.12 M | 0.00% | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 255.09 K | $834.16 K | 12.87% | 0.52% |
| SHEETS SMITH WEALTH MANAGEMENT | 04/16/2026 | 238.08 K | $778.54 K | -1.30% | 0.48% |
| COLONY GROUP, LLC | 05/15/2026 | 189.73 K | $620.40 K | 0.00% | 0.39% |
| MORGAN STANLEY | 05/15/2026 | 171.60 K | $561.13 K | -0.62% | 0.35% |
| PENBROOK MANAGEMENT LLC | 04/21/2026 | 147.06 K | $480.90 K | 0.00% | 0.30% |
| GILL CAPITAL PARTNERS, LLC | 04/13/2026 | 139.69 K | $456.78 K | 1.30% | 0.28% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 132.15 K | $432.00 K | 0.28% | 0.27% |
| WEALTHTRUST AXIOM LLC | 05/11/2026 | 116.00 K | $379.32 K | 7.41% | 0.24% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 80.93 K | $264.63 K | 0.00% | 0.16% |
| LPL FINANCIAL LLC | 05/06/2026 | 73.64 K | $240.82 K | 4.61% | 0.15% |
| ECLECTIC ASSOCIATES INC /ADV | 04/08/2026 | 72.10 K | $235.77 K | 34.56% | 0.15% |
| ROYAL BANK OF CANADA | 05/15/2026 | 68.75 K | $225.00 K | 0.04% | 0.14% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 66.27 K | $216.71 K | 0.00% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 63.32 K | $207.04 K | 1.26% | 0.13% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 62.50 K | $204.38 K | 111.86% | 0.13% |
| MEZZASALMA ADVISORS, LLC | 04/17/2026 | 54.71 K | $178.90 K | 2.01% | 0.11% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 53.02 K | $173.39 K | -33.33% | 0.11% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 52.82 K | $172.72 K | 0.00% | 0.11% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 46.66 K | $155.84 K | 0.00% | 0.09% |
| INVICTUS PRIVATE WEALTH, LLC | 05/13/2026 | 42.85 K | $140.10 K | 2.01% | 0.09% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 40.70 K | $133.09 K | 2.14% | 0.08% |
| TCG ADVISORY SERVICES, LLC | 05/15/2026 | 39.85 K | $130.30 K | -3.40% | 0.08% |
| FIFTH THIRD BANCORP | 05/01/2026 | 36.60 K | $119.68 K | 100.00% | 0.07% |
| WEAVER CONSULTING GROUP | 05/15/2026 | 32.00 K | $104.64 K | -23.81% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 30.53 K | $99.83 K | 17.02% | 0.06% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 27.70 K | $90.58 K | 0.00% | 0.06% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 04/27/2026 | 27.70 K | $90.58 K | 0.00% | 0.06% |
| 05/11/2026 | 26.53 K | $86.76 K | 21.16% | 0.05% | |
| UBS GROUP AG | 05/05/2026 | 26.38 K | $86.26 K | 13.79% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 25.31 K | $82.76 K | 22.51% | 0.05% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 25.26 K | $82.60 K | 0.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 24.80 K | $81.09 K | 100.00% | 0.05% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 21.33 K | $69.74 K | 26.55% | 0.04% |
| VISIONPOINT ADVISORY GROUP, LLC | 05/07/2026 | 21.18 K | $69.27 K | 0.29% | 0.04% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 20.18 K | $65.99 K | 25.44% | 0.04% |
| CITADEL ADVISORS LLC | 05/15/2026 | 18.71 K | $61.18 K | 100.00% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 17.01 K | $56.00 K | 0.00% | 0.03% |
| NORTHSTAR FINANCIAL COMPANIES, INC. | 05/05/2026 | 14.95 K | $48.87 K | 100.00% | 0.03% |
| GRAVES LIGHT LENHART WEALTH, INC. | 04/08/2026 | 14.30 K | $46.76 K | 0.00% | 0.03% |
| WEALTHSHIELD PARTNERS, LLC | 05/01/2026 | 13.00 K | $42.51 K | 0.00% | 0.03% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 11.00 K | $35.97 K | 0.00% | 0.02% |
| KEY FINANCIAL INC | 04/24/2026 | 9.50 K | $31.07 K | 0.00% | 0.02% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 04/03/2026 | 9.22 K | $30.15 K | 0.00% | 0.02% |
| IFG ADVISORY, LLC | 05/12/2026 | 8.50 K | $27.80 K | 100.00% | 0.02% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 6.00 K | $19.62 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 5.32 K | $17.39 K | 15.16% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 4.89 K | $15.97 K | 0.00% | 0.01% |
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Putnam Master Intermediate Income Trust institutional Ownership - FAQ's
During the previous two years, 102 institutional investors and hedge funds held shares of Putnam Master Intermediate Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 22.71 M
PVG ASSET MANAGEMENT CORP: 1.23 M
1607 Capital Partners, LLC: 342,922
ENVESTNET ASSET MANAGEMENT INC: 255,094
SHEETS SMITH WEALTH MANAGEMENT: 238,084
Colony Group, LLC: 189,725
54.81% of Putnam Master Intermediate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 29.77 M shares in the last 24 months. This purchase volume represents approximately $94.97 M in transactions.