P
Putnam Master Intermediate Income Trust
PIM • NYSE
Putnam Master Intermediate Income Trust is a publicly traded company on NYSE. As of Q3 2025, 53 institutional investors hold shares in this company, with total holdings valued at $14.6M. Sheets Smith Investment Management is the largest holder with a position valued at $3.8M.
Websiteputnam.com
Overview
Overview of institutional ownership in PIM as of Q3 2025
All Institutions
- Institutions
- 53
- Value Held
- $14.6M
- Shares Held
- 4.3M
- Avg Position
- $276.0K
- Median Position
- $77.3K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.4M
- Shares Held
- 418.2K
- Avg Position
- $1.4M
- Median Position
- $1.4M
Biggest Investors
Institutions with the largest positions in PIM as of Q3 2025
| Institution | Position Value |
|---|---|
 Sheets Smith Investment Management RIA/Wealth | $3.8M 2.46% of portfolio |
 1607 Capital Partners, LLC Hedge Fund•Sector | $1.4M 0.11% of portfolio |
 Consolidated Portfolio Review Corp RIA/Wealth | $1.3M 0.16% of portfolio |
 SHEETS SMITH WEALTH MANAGEMENT RIA/Wealth | $829.8K 0.09% of portfolio |
 MORGAN STANLEY RIA/Wealth | $739.7K 0.00% of portfolio |
 Summit Financial, LLC RIA/Wealth | $664.7K 0.01% of portfolio |
 Kovitz Investment Group Partners, LLC RIA/Wealth | $652.7K 0.00% of portfolio |
 Penbrook Management LLC RIA/Wealth | $505.9K 0.35% of portfolio |
 GILL CAPITAL PARTNERS, LLC RIA/Wealth | $468.5K 0.14% of portfolio |
W WealthTrust Axiom LLC Institution | $333.7K 0.09% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PIM in Q3 2025
- Traded
- +$2.6M
- Buyers
- 28
- Sellers
- 15
- Total Bought
- +$6.3M
- Total Sold
- −$3.8M
- Avg Position
- $239.8K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Sheets Smith Investment Management RIA/Wealth | +$3.8M +1.1M shares |
SHEETS SMITH WEALTH MANAGEMENT RIA/Wealth | +$829.8K +241.2K shares |
Summit Financial, LLC RIA/Wealth | +$550.7K +160.1K shares |
 INVICTUS PRIVATE WEALTH, LLC RIA/Wealth | +$264.4K +76.9K shares |
W WealthTrust Axiom LLC Institution | +$158.2K +46.0K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$152.0K +44.2K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | +$95.3K +27.7K shares |
C COMERICA BANK Institution | +$89.1K +25.9K shares |
MORGAN STANLEY RIA/Wealth | +$88.2K +25.6K shares |
 Cetera Investment Advisers RIA/Wealth | +$84.2K +24.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | −$2.1M −604.3K shares |
 Allspring Global Investments Holdings, LLC Long Only Manager | −$1.1M −332.5K shares |
 Shaker Financial Services, LLC RIA/Wealth | −$204.0K −60.9K shares |
GILL CAPITAL PARTNERS, LLC RIA/Wealth | −$102.4K −29.8K shares |
L LPL Financial LLC Institution | −$69.7K −20.3K shares |
−$56.8K −17.0K shares | |
W WMG Financial Advisors, LLC RIA/Wealth | −$55.9K −16.7K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | −$35.6K −10.6K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$24.5K −7.3K shares |
 Mezzasalma Advisors, LLC RIA/Wealth | −$11.9K −3.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PIM in Q3 2025
- New Positions
- 10
- New Value
- $5.1M
- Exited Positions
- 8
- Exited Value
- $1.5M
New Positions
| Institution | Position Value |
|---|---|
Sheets Smith Investment Management RIA/Wealth | $3.8M 1.1M shares |
SHEETS SMITH WEALTH MANAGEMENT RIA/Wealth | $829.8K 241.2K shares |
INVICTUS PRIVATE WEALTH, LLC RIA/Wealth | $264.4K 76.9K shares |
Mount Yale Investment Advisors, LLC RIA/Wealth | $95.3K 27.7K shares |
 Baird Financial Group, Inc. Private Equity | $55.0K 16.0K shares |
G Global Wealth Strategies & Associates Institution | $31.7K 9.2K shares |
$8.6K 2.5K shares | |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $2.1K 600.0 shares |
 FINANCIAL CONSULATE, INC RIA/Wealth | $688.0 200.0 shares |
H HRT FINANCIAL LLC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Allspring Global Investments Holdings, LLC Long Only Manager | $1.1M 332.5K shares |
Shaker Financial Services, LLC RIA/Wealth | $204.0K 60.9K shares |
$56.8K 17.0K shares | |
W WMG Financial Advisors, LLC RIA/Wealth | $55.9K 16.7K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | $35.6K 10.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $24.5K 7.3K shares |
 CALDWELL SUTTER CAPITAL, INC. RIA/Wealth | $6.0K 1.8K shares |
H HRT FINANCIAL LLC Institution | - 12.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in PIM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PIM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Sheets Smith Investment Management RIA/Wealth | 2.46% $3.8M |
Penbrook Management LLC RIA/Wealth | 0.35% $505.9K |
 MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | 0.16% $278.4K |
Consolidated Portfolio Review Corp RIA/Wealth | 0.16% $1.3M |
GILL CAPITAL PARTNERS, LLC RIA/Wealth | 0.14% $468.5K |
1607 Capital Partners, LLC Hedge Fund•Sector | 0.11% $1.4M |
 Fortitude Advisory Group L.L.C. RIA/Wealth | 0.10% $181.7K |
SHEETS SMITH WEALTH MANAGEMENT RIA/Wealth | 0.09% $829.8K |
W WealthTrust Axiom LLC Institution | 0.09% $333.7K |
 Northstar Financial Companies, Inc. RIA/Wealth | 0.06% $69.6K |
Hedge Fund Spotlight
Discover hedge funds investing in PIM
1607 Capital Partners, LLC
Hedge Fund • Sector
Portfolio ManagerJames Edward Mallory
- Portfolio Value
- $1.3B
- Positions
- 120
- Last Reported
- Q3 2025
Sector Allocation
P
Position in Putnam Master Intermediate Income Trust
- Market Value
- $1.4M
- Shares Held
- 418.2K
- Portfolio Weight
- 0.11%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $99.0M | 7.46% | |
ETF ETF | $91.3M | 6.88% | |
ETF ETF | $85.3M | 6.43% |
