PIM

PUTNAM MASTER INTERMEDIATE INCOME TRUST

NYSE

Total Trades

4

Buys

4

Sells

0

Largest Trade

$1K–$15K

Insiders

4

Institutional Funds

58

Inst. Value

$1M+

Activist Filings

17

Insider Trades

InsiderTitleTypeValueSharesPriceDate
Singh Manoj PDirectorBUY<$1K313$3.19Jun 6, 2023
Sutphen MonaDirectorBUY<$1K298$3.35Dec 2, 2022
Murphy JenniferDirectorBUY$1K–$15K299$3.35Nov 2, 2022
Pillai MarieDirectorBUY$1K–$15K310$3.23Oct 12, 2022
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Institutional Ownership

13F filings as of Dec 31, 2025 · 58 funds holding

FundShares
SIT INVESTMENT ASSOCIATES INC22.7M
Summit Financial, LLC592K
PVG ASSET MANAGEMENT CORP483K
SHEETS SMITH WEALTH MANAGEMENT241K
ENVESTNET ASSET MANAGEMENT INC226K
Focus Partners Wealth190K
Penbrook Management LLC147K
GILL CAPITAL PARTNERS, LLC138K
Janney Montgomery Scott LLC132K
WealthTrust Axiom LLC108K
MELFA WEALTH MANAGEMENT, INC.81K
NewEdge Advisors, LLC80K
LPL Financial LLC70K
Allworth Financial LP66K
COMMONWEALTH EQUITY SERVICES, LLC63K
ECLECTIC ASSOCIATES INC /ADV54K
Mezzasalma Advisors, LLC54K
Fortitude Advisory Group L.L.C.53K
Ethos Financial Group, LLC47K
INVICTUS PRIVATE WEALTH, LLC42K

Activist & 5%+ Owners

SC 13D/13G filings — investors holding 5%+ of outstanding shares

Sit Investment Associates, Inc.

SC 13D/A · Dec 23, 2025

47.5%

22.9M shares

Sit Investment Associates, Inc.

SC 13D/A · Dec 18, 2025

46.4%

22.3M shares

Sit Investment Associates, Inc.

SC 13D/A · Dec 1, 2025

47.5%

22.9M shares

Sit Investment Associates, Inc.

SC 13D/A · Jun 3, 2025

49.0%

23.6M shares

Sit Investment Associates, Inc.

SC 13D/A · Apr 10, 2025

48.0%

23.1M shares

Sit Investment Associates, Inc.

SC 13D/A · Sep 3, 2024

47.0%

22.6M shares

Sit Investment Associates, Inc.

SC 13D/A · Mar 13, 2024

44.9%

21.7M shares

Sit Investment Associates, Inc.

SC 13D/A · Dec 1, 2023

42.4%

20.6M shares

Sit Investment Associates, Inc.

SC 13D · Oct 2, 2023

40.0%

19.9M shares

40.0%

19.8M shares

34.3%

17.3M shares

32.9%

16.8M shares

27.8%

14.2M shares

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