Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Putnam Master Intermediate Income Trust include Kovitz Investment Group Partners, LLC, Summit Financial, LLC, Weaver Consulting Group, Avantax Planning Partners, Inc., VisionPoint Advisory Group, LLC, Raymond James Financial Inc, and Global Retirement Partners, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| 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 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 824 | 1.98 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 66,272 | 222 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7,324 | 25 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10,531 | 1.32 | 35 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,674 | 1.99 | 56 | 1.85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11,988 | 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 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 33,120 | 111 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 363,197 | 10.29 | 1,217 | 11.25 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 51,000 | 88.89 | 171 | 91.01 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 135,169 | 0.26 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 32,500 | 109 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 91,390 | 81.23 | 306 | 83.23 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 41,449 | 0.12 | 139 | 0.73 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21,793 | 1.99 | 73 | 4.29 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 169,225 | 567 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10,500 | 35 | ||||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 23,638,204 | 2.44 | 79 | 3.95 |
