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Get Institutions for : 
Putnam Master Intermediate Income Trust (PIM)  
$3.18 0.03 (0.79%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    2
Total shares held : 
 25,786,736  
% of shares held : 
 48.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 873,226  
% of shares held change : 
   1.63%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $2.98  
Last Quarter's Ending Price : 
 $3.19  
Last Quarter's Average Price : 
 $3.06  
Change from last quarter's     
avg. price to the last closing  : 
0.12 (3.92%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 73,463
 0.28%
 
Increased Positions :
16
 1,313,083
 5.09%
 
Unchanged Positions :
17
 265,338
 1.03%
 
Decreased Positions :
12
-265,045
-1.03%
 
Closed Positions :
10
-248,275
-0.96%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SIT INVESTMENT ASSOCIATES INC 6 - 2024-03-31 21,906,987 $70,102,000 1,154,840
   GILL CAPITAL PARTNERS LLC 60 - 2024-03-31 177,845 $551,000 2,459
   Goss Wealth Management LLC 1458 - 2024-03-31 124,900 $400,000 3,500
   JANNEY MONTGOMERY SCOTT LLC 2286 - 2024-03-31 99,247 $318,000 12,823
   MELFA WEALTH MANAGEMENT LLC 136 - 2024-03-31 74,034 $237,000 235
   COMMONWEALTH EQUITY SERVICES LLC. 3527 - 2024-03-31 65,948 $211,000 229
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 640 - 2024-03-31 48,907 $157,000 3,246
   LPL FINANCIAL CORP 4461 - 2024-03-31 48,314 $155,000 135
   TRANSCEND WEALTH COLLECTIVE LLC 509 - 2024-03-31 47,200 $151,000 600
   SHAKER FINANCIAL SERVICES, LLC 150 - 2024-03-31 46,358 $149,000 22,069
   UBS Group AG 4947 - 2024-03-31 38,582 $123,000 2,955
   H D Vest Advisory Services 1604 - 2024-03-31 15,288 $49,000 517
   Advisor Group Holdings Inc. 4955 - 2024-03-31 10,389 $33,000 963
   ROYAL BANK OF CANADA 5203 - 2024-03-31 7,703 $25,000 5,538
   BANK OF AMERICA CORP /DE/ 5776 - 2024-03-31 3,413 $11,000 2,351
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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