Who Owns PUTNAM MASTER INTER INCOME T (PIM)? -- Institutional Holders (2026-06-30)
72 institutions reported holding $89.6M of PUTNAM MASTER INTER INCOME T (PIM) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($73.3M), PVG ASSET MANAGEMENT CORP ($4.0M), Summit Financial, LLC ($2.8M), SHEETS SMITH WEALTH MANAGEMENT ($723,565), 1607 Capital Partners, LLC ($716,714). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $73.3M | 22.7M | Trimmed |
| 2 | PVG ASSET MANAGEMENT CORP | $4.0M | 1.2M | Added |
| 3 | Summit Financial, LLC | $2.8M | 879,729 | New |
| 4 | SHEETS SMITH WEALTH MANAGEMENT | $723,565 | 224,014 | Trimmed |
| 5 | 1607 Capital Partners, LLC | $716,714 | 221,893 | Trimmed |
| 6 | Shaker Financial Services, LLC | $709,812 | 219,756 | New |
| 7 | Focus Partners Wealth | $612,812 | 189,725 | Hold |
| 8 | MORGAN STANLEY | $534,093 | 165,353 | Trimmed |
| 9 | Penbrook Management LLC | $475,013 | 147,063 | Hold |
| 10 | GILL CAPITAL PARTNERS, LLC | $457,238 | 141,560 | Added |
| 11 | WealthTrust Axiom LLC | $440,895 | 136,500 | Added |
| 12 | Janney Montgomery Scott LLC | $426,000 | 131,784 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $416,211 | 128,858 | Trimmed |
| 14 | LPL Financial LLC | $279,245 | 86,454 | Added |
| 15 | MELFA WEALTH MANAGEMENT, INC. | $261,388 | 80,925 | Hold |
| 16 | Royal Bank of Canada | $222,000 | 68,749 | Hold |
| 17 | ECLECTIC ASSOCIATES INC /ADV | $217,834 | 67,441 | Trimmed |
| 18 | Baird Financial Group, Inc. | $214,795 | 66,500 | Added |
| 19 | Allworth Financial LP | $214,059 | 66,272 | Hold |
| 20 | Fortitude Advisory Group L.L.C. | $200,695 | 62,135 | Added |
| 21 | Mezzasalma Advisors, LLC | $180,362 | 55,840 | Added |
| 22 | Cetera Investment Advisers | $171,415 | 53,070 | Added |
| 23 | NewEdge Advisors, LLC | $169,962 | 52,620 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $168,520 | 52,173 | Trimmed |
| 25 | HRT FINANCIAL LP | $163,000 | 50,630 | New |
Source: SEC Form 13F filings · as of 2026-06-30