IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Putnam Master Intrm Inc TR (PIM)

CUSIP: 746909100 | US | Financial Services · Asset Management | Micro Cap | 296 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ASIT Investment Associates Inc23,203,17648.2%New 5%+ stakeSep 29, 202691d ahead of 13F (22,681,925 sh) · +521,251
13G/ASIT Investment Associates Inc23,203,176
48.2% of class · Sep 29, 2026New 5%+ stake
91d ahead of 13F (22,681,925 sh) · +521,251

Institutional Holders — Q3 2026

PVG Asset Management Corp1,202,469
2.5% of portfolio›$3.6M
Sheets Smith Wealth Management224,014
0.1% of portfolio›$676.5K
Shaker Financial Services, LLC190,008
0.2% of portfolio›$573.8K
Penbrook Management LLC152,063
0.3% of portfolio›$459.2K
Gill Capital Partners, LLC112,883
0.1% of portfolio›$340.9K
Eclectic Associates Inc67,441
0.0% of portfolio›$203.7K
Fortitude Advisory Group L.L.C.62,135
0.1% of portfolio›$187.6K
Commonwealth Equity Services, LLC52,543
0.0% of portfolio›$158.7K
Mezzasalma Advisors, LLC42,207
0.0% of portfolio›$127.5K
HUB Investment Partners, LLC39,688
0.0% of portfolio›$119.9K
Weaver Consulting Group32,000
0.0% of portfolio›$96.6K
Balefire, LLC24,742
0.0% of portfolio›$74.7K
Elevation Point Wealth Partners, LLC16,700
0.0% of portfolio›$50.4K
Closed-End Fund Advisors, Inc.14,599
0.0% of portfolio›$44.1K
Graves Light Lenhart Wealth, Inc.14,300
0.0% of portfolio›$43.2K
Cambridge Investment Research Advisors, Inc.13,954
0.0% of portfolio›$42
Farther Finance Advisors, LLC13,000
0.0% of portfolio›$39.3K
Wealth Enhancement Advisory Services, LLC12,511
0.0% of portfolio›$37.4K
Tounjian Advisory Partners, LLC1,187
0.0% of portfolio›$3.6K
Highline Wealth Partners LLC925
0.0% of portfolio›$2.8K
Financial Consulate, Inc200
0.0% of portfolio›$604
CoreCap Advisors, LLC130
0.0% of portfolio›$393
StyleTurnoverLocationFiled
PVG Asset Management Corp
1,202,469$3.6M2.5%GrowthMediumGolden, CO2026-10-19
Sheets Smith Wealth Management
224,014$676.5K0.1%CoreLowWinston-Salem, NC2026-10-16
Shaker Financial Services, LLC
190,008$573.8K0.2%YieldHighArlington, VA2026-10-14
Penbrook Management LLC
152,063$459.2K0.3%CoreLowNew York, NY2026-10-16
Gill Capital Partners, LLC
112,883$340.9K0.1%ETFLowDenver, CO2026-10-13
Eclectic Associates Inc
67,441$203.7K0.0%ETFVery LowFullerton, CA2026-10-09
Fortitude Advisory Group L.L.C.
62,135$187.6K0.1%GrowthMediumGig Harbor, WA2026-10-15
Commonwealth Equity Services, LLC
52,543$158.7K0.0%ETFLowWaltham, MA2026-11-02
Mezzasalma Advisors, LLC
42,207$127.5K0.0%GrowthLowTinton Falls, NJ2026-10-14
HUB Investment Partners, LLC
39,688$119.9K0.0%GrowthLowAustin, TX2026-11-03
Weaver Consulting Group
32,000$96.6K0.0%ETFLowHuntington Beach, CA2026-10-07
Balefire, LLC
24,742$74.7K0.0%ETFMediumDallas, TX2026-10-09
Elevation Point Wealth Partners, LLC
16,700$50.4K0.0%CoreHighDenver, CO2026-11-05
Closed-End Fund Advisors, Inc.
14,599$44.1K0.0%YieldMediumRichmond, VA2026-11-04
Graves Light Lenhart Wealth, Inc.
14,300$43.2K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Cambridge Investment Research Advisors, Inc.
13,954$420.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
13,000$39.3K0.0%IndexLowSan Francisco, CA2026-10-08
Wealth Enhancement Advisory Services, LLC
12,511$37.4K0.0%CoreLowPlymouth, MN2026-10-13
Tounjian Advisory Partners, LLC
1,187$3.6K0.0%GrowthHighFort Myers, FL2026-11-04
Highline Wealth Partners LLC
925$2.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Financial Consulate, Inc
200$6040.0%ETFLowHunt Valley, MD2026-10-23
CoreCap Advisors, LLC
130$3930.0%ETFMediumSouthfield, MI2026-10-08