PUTNAM MASTER INTERMEDIATE INCOME TRUST
Institutional Ownership & Holdings Analysis
About
putnam-master-intermediate-income-trust is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC(2025-03-31) | $76.6M |
| 2 | 1607 Capital Partners, LLC(2025-03-31) | $3.4M |
| 3 | Allspring Global Investments Holdings, LLC(2025-03-31) | $2.3M |
| 4 | Consolidated Portfolio Review Corp(2025-03-31) | $1.1M |
| 5 | Essential Planning, LLC.(2024-12-31) | $676.2K |
| 6 | MORGAN STANLEY(2025-03-31) | $638.9K |
| 7 | Transform Wealth, LLC(2025-03-31) | $561.8K |
| 8 | GILL CAPITAL PARTNERS, LLC(2025-03-31) | $557.4K |
| 9 | Penbrook Management LLC(2025-03-31) | $491.9K |
| 10 | Janney Montgomery Scott LLC(2025-03-31) | $448.0K |
| 11 | Shaker Financial Services, LLC(2025-03-31) | $400.0K |
| 12 | NewEdge Advisors, LLC(2025-03-31) | $279.4K |
| 13 | ENVESTNET ASSET MANAGEMENT INC(2025-03-31) | $271.2K |
| 14 | MELFA WEALTH MANAGEMENT, INC.(2025-03-31) | $271.0K |
| 15 | ROYAL BANK OF CANADA(2025-03-31) | $236.0K |
| 16 | Sheaff Brock Investment Advisors, LLC(2025-03-31) | $220.0K |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $208.0K |
| 18 | Mezzasalma Advisors, LLC(2025-03-31) | $193.7K |
| 19 | Fortitude Advisory Group L.L.C.(2025-03-31) | $172.2K |
| 20 | Ethos Financial Group, LLC(2025-03-31) | $169.0K |
As of 2025-03-31
Value:$76.6M
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$2.3M
As of 2025-03-31
Value:$1.1M
As of 2024-12-31
Value:$676.2K
As of 2025-03-31
Value:$638.9K
As of 2025-03-31
Value:$561.8K
As of 2025-03-31
Value:$557.4K
As of 2025-03-31
Value:$491.9K
As of 2025-03-31
Value:$448.0K
As of 2025-03-31
Value:$400.0K
As of 2025-03-31
Value:$279.4K
As of 2025-03-31
Value:$271.2K
As of 2025-03-31
Value:$271.0K
As of 2025-03-31
Value:$236.0K
As of 2025-03-31
Value:$220.0K
As of 2025-03-31
Value:$208.0K
As of 2025-03-31
Value:$193.7K
As of 2025-03-31
Value:$172.2K
As of 2025-03-31
Value:$169.0K
Total Institutional Holders:64
Top 10 Holders Own:94.8%