PUTNAM MASTER INTER INCOME T (PIM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
56
Reporting holders
$15.7M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PVG ASSET MANAGEMENT CORP | $4.0M | 1,235,001 | 2.30% | 3q | +155.8%+$2.4M |
| Summit Financial, LLC | $2.8M | 879,729 | 0.03% | new | NEW |
| SHEETS SMITH WEALTH MANAGEMENT | $723.6K | 224,014 | 0.07% | 4q | -5.9%-$45.4K |
| 1607 Capital Partners, LLC | $716.7K | 221,893 | 0.06% | 18q | -35.3%-$390.9K |
| Shaker Financial Services, LLC | $709.8K | 219,756 | 0.22% | new | NEW |
| Focus Partners Wealth | $612.8K | 189,725 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $534.1K | 165,353 | 0.00% | 35q | -3.6%-$20.2K |
| Penbrook Management LLC | $475.0K | 147,063 | 0.30% | 31q | HELD |
| GILL CAPITAL PARTNERS, LLC | $457.2K | 141,560 | 0.12% | 27q | +1.3%+$6.0K |
| WealthTrust Axiom LLC | $440.9K | 136,500 | 0.10% | 31q | +17.7%+$66.2K |
| ENVESTNET ASSET MANAGEMENT INC | $416.2K | 128,858 | 0.00% | 7q | -49.5%-$407.7K |
| LPL Financial LLC | $279.2K | 86,454 | 0.00% | 31q | +17.4%+$41.4K |
| MELFA WEALTH MANAGEMENT, INC. | $261.4K | 80,925 | 0.14% | 15q | HELD |
| ROYAL BANK OF CANADA | $222.0K | 68,749 | 0.00% | 31q | HELD |
| ECLECTIC ASSOCIATES INC /ADV | $217.8K | 67,441 | 0.02% | 3q | -6.5%-$15.1K |
| Baird Financial Group, Inc. | $214.8K | 66,500 | 0.00% | 4q | +6.4%+$12.9K |
| Allworth Financial LP | $214.1K | 66,272 | 0.00% | 5q | HELD |
| Fortitude Advisory Group L.L.C. | $200.7K | 62,135 | 0.08% | 19q | +17.6%+$30.1K |
| Mezzasalma Advisors, LLC | $180.4K | 55,840 | 0.04% | 7q | +2.1%+$3.7K |
| Cetera Investment Advisers | $171.4K | 53,070 | 0.00% | 6q | +30.4%+$40.0K |
| NewEdge Advisors, LLC | $170.0K | 52,620 | 0.00% | 19q | -0.8%-$1.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $168.5K | 52,173 | 0.00% | 31q | -17.6%-$36.0K |
| Ethos Financial Group, LLC | $144.8K | 44,826 | 0.01% | 6q | -3.9%-$5.9K |
| HUB Investment Partners, LLC | $127.8K | 39,580 | 0.00% | 14q | -0.7% |
| FIFTH THIRD BANCORP | $114.3K | 35,392 | 0.00% | 2q | -3.3%-$3.9K |
| Weaver Consulting Group | $103.4K | 32,000 | 0.02% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $97.1K | 30,054 | 0.00% | 2q | +21.2%+$17.0K |
| OSAIC HOLDINGS, INC. | $92.5K | 28,644 | 0.00% | 26q | -6.2%-$6.1K |
| Stratos Wealth Partners, LTD. | $91.0K | 28,159 | 0.00% | 9q | +11.3%+$9.2K |
| Balefire, LLC | $76.8K | 23,783 | 0.01% | 5q | +12.3%+$8.4K |
| SIT INVESTMENT ASSOCIATES INC | $73.3K | 22,681,925 | 1.39% | 31q | HELD |
| STIFEL FINANCIAL CORP | $65.8K | 20,363 | 0.00% | 9q | -4.5%-$3.1K |
| UBS Group AG | $57.8K | 17,904 | 0.00% | 31q | -32.1%-$27.4K |
| Vestmark Advisory Solutions, Inc. | $53.9K | 16,700 | 0.00% | 3q | -39.7%-$35.5K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $53.9K | 16,700 | 0.00% | 4q | -39.7%-$35.5K |
| BANK OF AMERICA CORP /DE/ | $53.8K | 16,647 | 0.00% | new | NEW |
| Perigon Wealth Management, LLC | $46.8K | 14,500 | 0.00% | new | NEW |
| Graves Light Lenhart Wealth, Inc. | $46.2K | 14,300 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $45.5K | 14,073 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $44.2K | 13,694 | 0.00% | new | NEW |
| Northstar Financial Companies, Inc. | $38.1K | 11,811 | 0.03% | 2q | -21.0%-$10.1K |
| Closed-End Fund Advisors, Inc. | $37.6K | 11,649 | 0.04% | new | NEW |
| SHUFRO ROSE & CO LLC | $35.5K | 11,000 | 0.00% | 31q | HELD |
| IFG Advisory, LLC | $27.5K | 8,500 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $17.2K | 5,312 | 0.00% | 31q | -50.0%-$17.2K |
| ROTHSCHILD INVESTMENT LLC | $15.8K | 4,885 | 0.00% | 11q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $9.0K | 2,792 | 0.00% | new | NEW |
| Measured Wealth Private Client Group, LLC | $8.1K | 2,500 | 0.00% | 4q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $3.8K | 1,162 | 0.00% | new | NEW |
| Oakmont Advisory Group, LLC | $3.6K | 1,101 | 0.00% | new | NEW |
| Concord Wealth Partners | $2.3K | 700 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $2.1K | 649 | 0.00% | 4q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $1.9K | 600 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6K | 502 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.3K | 400 | 0.00% | 29q | HELD |
| FINANCIAL CONSULATE, INC | $646 | 200 | 0.00% | 4q | HELD |
| Janney Montgomery Scott LLC | $426 | 131,784 | 0.00% | 6q | HELD |
| CoreCap Advisors, LLC | $420 | 130 | 0.00% | 3q | HELD |
| HRT FINANCIAL LP | $163 | 50,630 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $110 | 34,016 | 0.00% | 7q | +100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 56 | $15.7M | 4,872,843 | 12 | 11 | 17 | 0.0% |
| Q1 2026 | 55 | $9.3M | 2,892,190 | 7 | 17 | 5 | 0.0% |
| Q4 2025 | 57 | $12.9M | 3,860,906 | 8 | 11 | 12 | 0.0% |
| Q3 2025 | 55 | $15.0M | 4,362,955 | 10 | 17 | 8 | 0.0% |
| Q2 2025 | 53 | $12.8M | 3,820,498 | 8 | 12 | 12 | 0.0% |
| Q1 2025 | 53 | $13.3M | 4,017,162 | 5 | 10 | 10 | 0.0% |
| Q4 2024 | 52 | $13.8M | 4,237,537 | 12 | 12 | 8 | 0.0% |
| Q3 2024 | 42 | $10.6M | 3,115,961 | 3 | 8 | 12 | 0.0% |
| Q2 2024 | 44 | $14.0M | 4,345,350 | 6 | 11 | 8 | 0.0% |
| Q1 2024 | 42 | $14.5M | 4,528,787 | 3 | 11 | 7 | 0.0% |
| Q4 2023 | 48 | $16.2M | 5,078,473 | 8 | 13 | 10 | 0.0% |
| Q3 2023 | 47 | $14.7M | 4,853,337 | 5 | 11 | 11 | 0.0% |
| Q2 2023 | 45 | $16.3M | 5,150,686 | 7 | 9 | 9 | 0.0% |
| Q1 2023 | 43 | $12.7M | 3,976,950 | 7 | 11 | 7 | 0.0% |
| Q4 2022 | 40 | $10.2M | 3,183,547 | 11 | 6 | 6 | 0.0% |
| Q3 2022 | 43 | $66.4M | 20,438,254 | 1 | 8 | 13 | 0.0% |
| Q2 2022 | 45 | $65.2M | 19,100,706 | 5 | 9 | 9 | 0.0% |
| Q1 2022 | 43 | $65.3M | 18,245,353 | 4 | 12 | 8 | 0.0% |
| Q4 2021 | 48 | $69.0M | 17,471,590 | 9 | 6 | 12 | 0.0% |
| Q3 2021 | 40 | $67.4M | 16,552,679 | 3 | 10 | 14 | 0.0% |
| Q2 2021 | 48 | $69.9M | 16,685,587 | 3 | 14 | 12 | 0.0% |
| Q1 2021 | 55 | $72.4M | 16,763,683 | 8 | 15 | 13 | 0.0% |
| Q4 2020 | 57 | $65.8M | 15,561,978 | 16 | 12 | 8 | 0.0% |
| Q3 2020 | 43 | $56.5M | 13,746,271 | 4 | 9 | 10 | 0.0% |
| Q2 2020 | 45 | $51.4M | 12,597,397 | 7 | 7 | 9 | 0.0% |
| Q1 2020 | 46 | $45.1M | 11,059,707 | 7 | 10 | 13 | 0.0% |
| Q4 2019 | 49 | $54.8M | 11,555,917 | 5 | 14 | 11 | 0.0% |
| Q3 2019 | 52 | $53.6M | 11,666,841 | 6 | 12 | 11 | 0.0% |
| Q2 2019 | 50 | $53.5M | 11,649,330 | 8 | 6 | 15 | 0.0% |
| Q1 2019 | 48 | $56.6M | 12,475,365 | 2 | 13 | 9 | 0.0% |
| Q4 2018 | 51 | $56.6M | 13,302,531 | 0 | 0 | 2 | 0.0% |