Putnam Master Intermediate Income Trust
PIM · NYSE
Filings67
Total reported value$89.5M
| Manager | Shares | Value | Change |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 23.5M | $74.9M | -0.6% |
| Sheets Smith Investment Management | 1.1M | $3.5M | +50.0% |
| 1607 Capital Partners, LLC | 418.2K | $1.3M | +324.6% |
| Consolidated Portfolio Review Corp | 367.2K | $1.2M | +1.1% |
| SHEETS SMITH WEALTH MANAGEMENT | 241.2K | $769.5K | +50.0% |
| MORGAN STANLEY | 215K | $685.9K | +10.7% |
| Summit Financial, LLC | 193.2K | $616.4K | +45.3% |
| Kovitz Investment Group Partners, LLC | 189.7K | $605.2K | +9.8% |
| Penbrook Management LLC | 147.1K | $469.1K | -0.4% |
| GILL CAPITAL PARTNERS, LLC | 136.2K | $434.4K | -28.0% |
| Janney Montgomery Scott LLC | 135.1K | $430.9K | -0.1% |
| WealthTrust Axiom LLC | 97K | $309.4K | +32.2% |
| STIFEL FINANCIAL CORP | 87.5K | $279.1K | +33.6% |
| NewEdge Advisors, LLC | 81.5K | $260.1K | -1.1% |
| MELFA WEALTH MANAGEMENT, LLC | 80.9K | $258.2K | 0.0% |
| INVICTUS PRIVATE WEALTH, LLC | 76.9K | $245.2K | +50.0% |
| LPL Financial LLC | 71.1K | $226.9K | -39.8% |
| ROYAL BANK OF CANADA | 70.9K | $226.3K | +0.1% |
| Allworth Financial LP | 66.3K | $211.4K | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 62.3K | $198.7K | -0.9% |
| ENVESTNET ASSET MANAGEMENT INC | 57.5K | $183.3K | -0.1% |
| Mezzasalma Advisors, LLC | 56.1K | $178.8K | -6.6% |
| Fortitude Advisory Group L.L.C. | 52.8K | $168.5K | 0.0% |
| Ethos Financial Group, LLC | 52.7K | $168.1K | +5.2% |
| TCG Advisory Services, LLC | 41.2K | $131.3K | -0.7% |
| Cetera Investment Advisers | 37.3K | $119.0K | +39.6% |
| COMERICA BANK | 35.1K | $111.9K | +42.5% |
| Weaver Consulting Group | 35K | $111.7K | +6.7% |
| THRIVENT FINANCIAL FOR LUTHERANS | 32.8K | $104.7K | +50.0% |
| Mount Yale Investment Advisors, LLC | 27.7K | $88.4K | +50.0% |
| UBS Group AG | 25.6K | $81.6K | +0.8% |
| ADVISOR GROUP HOLDINGS, INC. | 23K | $73.5K | +5.7% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 22.2K | $70.9K | +1.9% |
| Bard Financial Services, Inc. | 21.5K | $68.7K | 0.0% |
| VisionPoint Advisory Group, LLC | 21.1K | $67.2K | +33.4% |
| Stratos Wealth Partners, LTD. | 20.7K | $65.9K | +2.3% |
| Northstar Financial Companies, Inc. | 20.2K | $64.6K | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 17K | $54.3K | +3.3% |
| Baird Financial Group, Inc. | 16K | $51.0K | +50.0% |
| Graves Light Lenhart Wealth, Inc. | 14.3K | $45.6K | 0.0% |
| Koshinski Asset Management, Inc. | 14K | $44.7K | 0.0% |
| SHUFRO ROSE & CO LLC | 11K | $35.1K | 0.0% |
| Chicago Partners Investment Group LLC | 10.6K | $33.8K | +0.6% |
| Gridiron Partners, LLC | 10.5K | $33.5K | 0.0% |
| WealthShield Partners, LLC | 10K | $31.9K | 0.0% |
| Key FInancial Inc | 9.5K | $30.3K | 0.0% |
| Global Wealth Strategies & Associates | 9.2K | $29.4K | +50.0% |
| WELLS FARGO & COMPANY/MN | 5.3K | $17.1K | +0.1% |
| MAI Capital Management | 5K | $16.0K | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 4.9K | $15.6K | 0.0% |
| BANK OF AMERICA CORP /DE/ | 3.6K | $11.3K | +0.3% |
| HOLLENCREST CAPITAL MANAGEMENT | 3.1K | $9.8K | 0.0% |
| Measured Wealth Private Client Group, LLC | 2.5K | $8.0K | +50.0% |
| GPS Wealth Strategies Group, LLC | 840 | $2.7K | +1.9% |
| Global Retirement Partners, LLC | 649 | $2.1K | 0.0% |
| HIGHLINE WEALTH PARTNERS LLC | 600 | $1.9K | +50.0% |
| Steward Partners Investment Advisory, LLC | 400 | $1.3K | 0.0% |
| HARBOUR INVESTMENTS, INC. | 339 | $1.1K | 0.0% |
| FINANCIAL CONSULATE, INC | 200 | $638.0 | +50.0% |
| Allspring Global Investments Holdings, LLC | 0 | $0.0 | +100.0% |
| CALDWELL SUTTER CAPITAL, INC. | 0 | $0.0 | +100.0% |
| Concurrent Investment Advisors, LLC | 0 | $0.0 | +100.0% |
| RAYMOND JAMES FINANCIAL INC | 0 | $0.0 | +100.0% |
| HRT FINANCIAL LP | 0 | $0.0 | +100.0% |
| Avantax Planning Partners, Inc. | 0 | $0.0 | +100.0% |
| WMG Financial Advisors, LLC | 0 | $0.0 | +100.0% |
| Shaker Financial Services, LLC | 0 | $0.0 | +100.0% |