PIM - Putnam Master Intermediate Income Trust Stock - Stock Price, Institutional Ownership, Shareholders (NYSE)

Putnam Master Intermediate Income Trust
US ˙ NYSE ˙ US7469091000

Basic Stats
Institutional Owners 61 total, 61 long only, 0 short only, 0 long/short - change of 1.67% MRQ
Average Portfolio Allocation 0.0609 % - change of -21.45% MRQ
Institutional Shares (Long) 27,762,591 (ex 13D/G) - change of 0.35MM shares 1.28% MRQ
Institutional Value (Long) $ 13,097 USD ($1000)
Institutional Ownership and Shareholders

Putnam Master Intermediate Income Trust (US:PIM) has 61 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 27,762,591 shares. Largest shareholders include Sit Investment Associates Inc, 1607 Capital Partners, LLC, Consolidated Portfolio Review Corp, Allspring Global Investments Holdings, LLC, Morgan Stanley, Kovitz Investment Group Partners, LLC, Transform Wealth, LLC, Gill Capital Partners, Llc, Penbrook Management LLC, and Janney Montgomery Scott LLC .

Putnam Master Intermediate Income Trust (NYSE:PIM) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 5, 2025 is 3.38 / share. Previously, on September 9, 2024, the share price was 3.34 / share. This represents an increase of 1.20% over that period.

PIM / Putnam Master Intermediate Income Trust Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

Institutional Put/Call Ratio

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

PIM / Putnam Master Intermediate Income Trust Historical Put/Call Ratio
13D/G Filings

We present 13D/G filings separately from the 13F filings because of the different treatement by the SEC. 13D/G filings can be filed by groups of investors (with one leading), whereas 13F filings cannot. This results in situations where an investor may file a 13D/G reporting one value for the total shares (representing all the shares owned by the investor group), but then file a 13F reporting a different value for the total shares (representing strictly their own ownership). This means that share ownership of 13D/G filings and 13F filings are oftentimes not directly comparable, so we present them separately.

Note: As of May 16, 2021, we no longer show owners that have not filed a 13D/G within the last year. Previously, we were showing the full history of 13D/G filings. In general, entities that are required to file 13D/G filings must file at least annually before submitting a closing filing. However, funds sometimes exit positions without submitting a closing filing (ie, they wind down), so displaying the full history sometimes resulted in confusion about the current ownership. To prevent confusion, we now only show ’current’ owners - that is - owners that have filed within the last year.

Upgrade to unlock premium data.

File Date Form Investor Prev
Shares
Latest
Shares
Δ Shares
(Percent)
Ownership
(Percent)
Δ Ownership
(Percent)
2025-06-03 13D/A SIT INVESTMENT ASSOCIATES INC 23,126,723 23,620,972 2.14 49.00 2.08
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-07-29 13F Mezzasalma Advisors, LLC 59,520 1.99 199 3.11
2025-08-07 13F Allworth Financial LP 66,272 222
2025-08-12 13F MAI Capital Management 5,000 0.00 17 0.00
2025-08-14 13F Raymond James Financial Inc 7,324 25
2025-08-12 13F Proequities, Inc. 0 0
2025-07-22 13F Fortitude Advisory Group L.L.C. 52,819 0.00 177 2.33
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-07-29 13F Koshinski Asset Management, Inc. 14,000 0.00 47 0.00
2025-08-01 13F Envestnet Asset Management Inc 57,548 -29.55 193 -29.15
2025-07-17 13F Melfa Wealth Management, Llc 80,925 -0.84 271 0.37
2025-08-15 13F Morgan Stanley 189,389 -1.59 634 -0.63
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 66,272 0.00 220 1.85
2025-07-28 13F Harbour Investments, Inc. 339 0.00 1 0.00
2025-08-14 13F TCG Advisory Services, LLC 41,449 0.12 139 0.73
2025-08-05 13F GPS Wealth Strategies Group, LLC 824 1.98 3 0.00
2025-08-25 NP SIBAX - Sit Balanced Fund 61,000 0.00 204 0.99
2025-08-08 13F Avantax Advisory Services, Inc. 16,674 1.99 56 1.85
2025-08-14 13F Hrt Financial Lp 11,988 0
2025-04-17 13F FNY Investment Advisers, LLC 0 -100.00 0
2025-05-15 13F WPG Advisers, LLC 0 -100.00 0 -100.00
2025-08-12 13F Steward Partners Investment Advisory, Llc 400 0.00 1 0.00
2025-08-14 13F GWM Advisors LLC 82,452 -2.03 276 -1.08
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 14,300 0.00 48 0.00
2025-08-08 13F Cetera Investment Advisers 12,815 0.00 43 0.00
2025-07-18 13F Consolidated Portfolio Review Corp 363,197 10.29 1,217 11.25
2025-07-25 13F Concurrent Investment Advisors, LLC 10,620 0.00 36 0.00
2025-07-16 13F Perigon Wealth Management, LLC 0 -100.00 0
2025-07-28 13F/A Penbrook Management LLC 147,613 -0.37 495 0.61
2025-08-11 13F Rothschild Investment Llc 4,885 0.00 16 0.00
2025-08-12 13F LPL Financial LLC 91,390 81.23 306 83.23
2025-08-12 13F Coldstream Capital Management Inc 21,793 1.99 73 4.29
2025-08-14 13F Kovitz Investment Group Partners, LLC 169,225 567
2025-08-14 13F Comerica Bank 9,200 0.00 31 0.00
2025-07-14 13F Gridiron Partners, LLC 10,507 0.00 35 2.94
2025-07-22 13F Integrated Capital Management, LLC 0 -100.00 0
2025-07-29 13F Chicago Partners Investment Group LLC 10,531 1.32 35 0.00
2025-08-14 13F Wells Fargo & Company/mn 5,340 0.00 18 0.00
2025-04-15 13F Transform Wealth, LLC 169,225 0.00 562 1.08
2025-07-24 13F WMG Financial Advisors, LLC 16,700 -15.23 56 -15.38
2025-08-13 13F WealthTrust Axiom LLC 51,000 88.89 171 91.01
2025-08-08 13F Emerald Investment Partners, Llc 10,000 0.00 34 0.00
2025-08-12 13F Weaver Consulting Group 32,500 109
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-08-14 13F Royal Bank Of Canada 70,874 -0.06 238 0.85
2025-08-06 13F Moors & Cabot, Inc. 0 -100.00 0
2025-08-06 13F Ethos Financial Group, LLC 49,816 -2.14 167 -1.78
2025-07-11 13F Caldwell Securities, Inc 1,796 0.00 6 20.00
2025-07-31 13F Gill Capital Partners, Llc 165,935 -1.16 556 -0.36
2025-08-11 13F Shufro Rose & Co Llc 11,000 0.00 37 0.00
2025-08-14 13F Bank Of America Corp /de/ 3,542 19.02 12 22.22
2025-07-29 13F Stratos Wealth Partners, LTD. 20,181 5.90 68 6.35
2025-09-02 13F Pvg Asset Management Corp 0 -100.00 0
2025-08-05 13F Key FInancial Inc 9,500 0.00 32 0.00
2025-07-08 13F Bard Financial Services, Inc. 21,540 0.00 72 1.41
2025-05-08 13F Essential Planning, LLC. 0 -100.00 0
2025-05-14 13F Jane Street Group, Llc 0 -100.00 0
2025-08-14 13F Stifel Financial Corp 43,280 -0.78 145 0.00
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-01 13F Transcend Wealth Collective, Llc 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 62,844 0.38 0
2025-08-11 13F Avantax Planning Partners, Inc. 16,969 57
2025-08-12 13F Global Retirement Partners, LLC 649 2
2025-08-05 13F Shaker Financial Services, LLC 60,890 -49.46 204 -49.25
2025-08-13 13F Summit Financial, LLC 33,120 111
2025-08-18 13F Hollencrest Capital Management 3,067 0.00 10 0.00
2025-07-17 13F Janney Montgomery Scott LLC 135,169 0.26 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 16,428 -56.16 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 21,660 -4.41 73 -4.00
2025-07-09 13F VisionPoint Advisory Group, LLC 10,500 35
2025-08-12 13F Northstar Financial Companies, Inc. 20,245 0.00 68 0.00
2025-08-14 13F 1607 Capital Partners, LLC 1,022,467 -0.64 3,425 0.26
2025-08-14 13F UBS Group AG 25,369 0.00 85 0.00
2025-08-14 13F Sit Investment Associates Inc 23,638,204 2.44 79 3.95
2025-07-25 13F Allspring Global Investments Holdings, LLC 332,510 -51.97 1,114 -51.57
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista