Putnam Master Intrm Inc TR (PIM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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PVG Asset Management Corp

DECREASED

Shares1,202,469 from 1,235,001

Change-32,532 (-3%)

Value$3.6M (-$357.6K)

Filed 2026-10-19

Sheets Smith Wealth Management

UNCHANGED

Shares224,014 from 224,014

Change0 (0%)

Value$676.5K (-$47.0K)

Filed 2026-10-16

Shaker Financial Services, LLC

DECREASED

Shares190,008 from 219,756

Change-29,748 (-14%)

Value$573.8K (-$136.0K)

Filed 2026-10-14

Penbrook Management LLC

INCREASED

Shares152,063 from 147,063

Change+5,000 (+3%)

Value$459.2K (-$15.8K)

Filed 2026-10-16

Gill Capital Partners, LLC

DECREASED

Shares112,883 from 141,560

Change-28,677 (-20%)

Value$340.9K (-$116.3K)

Filed 2026-10-13

LPL Financial LLC

INCREASED

Shares94,303 from 86,454

Change+7,849 (+9%)

Value$284.8K (+$5.5K)

Filed 2026-11-06

Melfa Wealth Management, Inc.

UNCHANGED

Shares80,925 from 80,925

Change0 (0%)

Value$244.4K (-$17.0K)

Filed 2026-11-06

Eclectic Associates Inc

UNCHANGED

Shares67,441 from 67,441

Change0 (0%)

Value$203.7K (-$14.2K)

Filed 2026-10-09

Allworth Financial LP

UNCHANGED

Shares66,272 from 66,272

Change0 (0%)

Value$214.1K ($0)

Filed 2026-11-06

Fortitude Advisory Group L.L.C.

UNCHANGED

Shares62,135 from 62,135

Change0 (0%)

Value$187.6K (-$13.0K)

Filed 2026-10-15

Commonwealth Equity Services, LLC

INCREASED

Shares52,543 from 52,173

Change+370 (+1%)

Value$158.7K (-$9.8K)

Filed 2026-11-02

Mezzasalma Advisors, LLC

DECREASED

Shares42,207 from 55,840

Change-13,633 (-24%)

Value$127.5K (-$52.9K)

Filed 2026-10-14

HUB Investment Partners, LLC

INCREASED

Shares39,688 from 39,580

Change+108 (+0%)

Value$119.9K (-$8.0K)

Filed 2026-11-03

Fifth Third Bancorp

DECREASED

Shares34,286 from 35,392

Change-1,106 (-3%)

Value$103.5K (-$10.8K)

Filed 2026-11-05

Weaver Consulting Group

UNCHANGED

Shares32,000 from 32,000

Change0 (0%)

Value$96.6K (-$6.7K)

Filed 2026-10-07

Balefire, LLC

INCREASED

Shares24,742 from 23,783

Change+959 (+4%)

Value$74.7K (-$2.1K)

Filed 2026-10-09

Elevation Point Wealth Partners, LLC

UNCHANGED

Shares16,700 from 16,700

Change0 (0%)

Value$50.4K (-$3.5K)

Filed 2026-11-05

Closed-End Fund Advisors, Inc.

INCREASED

Shares14,599 from 11,649

Change+2,950 (+25%)

Value$44.1K (+$6.5K)

Filed 2026-11-04

Graves Light Lenhart Wealth, Inc.

UNCHANGED

Shares14,300 from 14,300

Change0 (0%)

Value$43.2K (-$3.0K)

Filed 2026-10-09

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares13,954 from 17,008

Change-3,054 (-18%)

Value$42 (-$55.0K)

Filed 2026-11-02

Farther Finance Advisors, LLC

NEW

Shares13,000

Change+13,000

Value$39.3K

Filed 2026-10-08

Wealth Enhancement Advisory Services, LLC

NEW

Shares12,511

Change+12,511

Value$37.4K

Filed 2026-10-13

Tounjian Advisory Partners, LLC

INCREASED

Shares1,187 from 1,162

Change+25 (+2%)

Value$3.6K (-$168)

Filed 2026-11-04

Highline Wealth Partners LLC

INCREASED

Shares925 from 600

Change+325 (+54%)

Value$2.8K (+$856)

Filed 2026-10-19

Financial Consulate, Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$604 (-$42)

Filed 2026-10-23

CoreCap Advisors, LLC

UNCHANGED

Shares130 from 130

Change0 (0%)

Value$393 (-$27)

Filed 2026-10-08

Perigon Wealth Management, LLC

CLOSED

Shares0 from 14,500

Change-14,500 (-100%)

Value$0 (-$46.8K)

Filed 2026-10-22

Concord Wealth Partners

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 (-$2.3K)

Filed 2026-11-02

SIT Investment Associates Inc

N/A

Shares— from 22,681,925

Change-22,681,925 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 879,729

Change-879,729 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 443,786

Change-443,786 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 189,725

Change-189,725 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 165,353

Change-165,353 (-100%)

Value—

WealthTrust Axiom LLC

N/A

Shares— from 136,500

Change-136,500 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 131,784

Change-131,784 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 128,858

Change-128,858 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 68,749

Change-68,749 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 66,500

Change-66,500 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 53,070

Change-53,070 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 52,620

Change-52,620 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 50,630

Change-50,630 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 44,826

Change-44,826 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 30,054

Change-30,054 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 28,644

Change-28,644 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 28,159

Change-28,159 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 20,363

Change-20,363 (-100%)

Value—

UBS Group AG

N/A

Shares— from 17,904

Change-17,904 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 16,700

Change-16,700 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 16,647

Change-16,647 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 14,073

Change-14,073 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 13,694

Change-13,694 (-100%)

Value—

Northstar Financial Companies, Inc.

N/A

Shares— from 11,811

Change-11,811 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 8,500

Change-8,500 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 5,312

Change-5,312 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 4,885

Change-4,885 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 1,101

Change-1,101 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 649

Change-649 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 502

Change-502 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 63

Change-63 (-100%)

Value—

	Status
PVG Asset Management Corp	DECREASED	1,202,469	1,235,001	-32,532	-3%	$4.0M	$3.6M	-$357.6K	2026-10-19
Sheets Smith Wealth Management	UNCHANGED	224,014	224,014	0	0%	$723.6K	$676.5K	-$47.0K	2026-10-16
Shaker Financial Services, LLC	DECREASED	190,008	219,756	-29,748	-14%	$709.8K	$573.8K	-$136.0K	2026-10-14
Penbrook Management LLC	INCREASED	152,063	147,063	+5,000	+3%	$475.0K	$459.2K	-$15.8K	2026-10-16
Gill Capital Partners, LLC	DECREASED	112,883	141,560	-28,677	-20%	$457.2K	$340.9K	-$116.3K	2026-10-13
LPL Financial LLC	INCREASED	94,303	86,454	+7,849	+9%	$279.2K	$284.8K	+$5.5K	2026-11-06
Melfa Wealth Management, Inc.	UNCHANGED	80,925	80,925	0	0%	$261.4K	$244.4K	-$17.0K	2026-11-06
Eclectic Associates Inc	UNCHANGED	67,441	67,441	0	0%	$217.8K	$203.7K	-$14.2K	2026-10-09
Allworth Financial LP	UNCHANGED	66,272	66,272	0	0%	$214.1K	$214.1K	$0	2026-11-06
Fortitude Advisory Group L.L.C.	UNCHANGED	62,135	62,135	0	0%	$200.7K	$187.6K	-$13.0K	2026-10-15
Commonwealth Equity Services, LLC	INCREASED	52,543	52,173	+370	+1%	$168.5K	$158.7K	-$9.8K	2026-11-02
Mezzasalma Advisors, LLC	DECREASED	42,207	55,840	-13,633	-24%	$180.4K	$127.5K	-$52.9K	2026-10-14
HUB Investment Partners, LLC	INCREASED	39,688	39,580	+108	+0%	$127.8K	$119.9K	-$8.0K	2026-11-03
Fifth Third Bancorp	DECREASED	34,286	35,392	-1,106	-3%	$114.3K	$103.5K	-$10.8K	2026-11-05
Weaver Consulting Group	UNCHANGED	32,000	32,000	0	0%	$103.4K	$96.6K	-$6.7K	2026-10-07
Balefire, LLC	INCREASED	24,742	23,783	+959	+4%	$76.8K	$74.7K	-$2.1K	2026-10-09
Elevation Point Wealth Partners, LLC	UNCHANGED	16,700	16,700	0	0%	$53.9K	$50.4K	-$3.5K	2026-11-05
Closed-End Fund Advisors, Inc.	INCREASED	14,599	11,649	+2,950	+25%	$37.6K	$44.1K	+$6.5K	2026-11-04
Graves Light Lenhart Wealth, Inc.	UNCHANGED	14,300	14,300	0	0%	$46.2K	$43.2K	-$3.0K	2026-10-09
Cambridge Investment Research Advisors, Inc.	DECREASED	13,954	17,008	-3,054	-18%	$55.0K	$42	-$55.0K	2026-11-02
Farther Finance Advisors, LLC	NEW	13,000	—	+13,000	—	—	$39.3K	—	2026-10-08
Wealth Enhancement Advisory Services, LLC	NEW	12,511	—	+12,511	—	—	$37.4K	—	2026-10-13
Tounjian Advisory Partners, LLC	INCREASED	1,187	1,162	+25	+2%	$3.8K	$3.6K	-$168	2026-11-04
Highline Wealth Partners LLC	INCREASED	925	600	+325	+54%	$1.9K	$2.8K	+$856	2026-10-19
Financial Consulate, Inc	UNCHANGED	200	200	0	0%	$646	$604	-$42	2026-10-23
CoreCap Advisors, LLC	UNCHANGED	130	130	0	0%	$420	$393	-$27	2026-10-08
Perigon Wealth Management, LLC	CLOSED	0	14,500	-14,500	-100%	$46.8K	$0	-$46.8K	2026-10-22
Concord Wealth Partners	CLOSED	0	700	-700	-100%	$2.3K	$0	-$2.3K	2026-11-02
SIT Investment Associates Inc	N/A	—	22,681,925	-22,681,925	-100%	$73.3M	—	—	—
Summit Financial, LLC	N/A	—	879,729	-879,729	-100%	$2.8M	—	—	—
1607 Capital Partners, LLC	N/A	—	443,786	-443,786	-100%	$1.4M	—	—	—
Focus Partners Wealth	N/A	—	189,725	-189,725	-100%	$612.8K	—	—	—
Morgan Stanley	N/A	—	165,353	-165,353	-100%	$534.1K	—	—	—
WealthTrust Axiom LLC	N/A	—	136,500	-136,500	-100%	$440.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	131,784	-131,784	-100%	$426.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	128,858	-128,858	-100%	$416.2K	—	—	—
Royal Bank of Canada	N/A	—	68,749	-68,749	-100%	$222.0K	—	—	—
Baird Financial Group, Inc.	N/A	—	66,500	-66,500	-100%	$214.8K	—	—	—
Cetera Investment Advisers	N/A	—	53,070	-53,070	-100%	$171.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	52,620	-52,620	-100%	$170.0K	—	—	—
HRT Financial LP	N/A	—	50,630	-50,630	-100%	$163.0K	—	—	—
Ethos Financial Group, LLC	N/A	—	44,826	-44,826	-100%	$144.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	30,054	-30,054	-100%	$97.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	28,644	-28,644	-100%	$92.5K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	28,159	-28,159	-100%	$91.0K	—	—	—
Stifel Financial Corp	N/A	—	20,363	-20,363	-100%	$65.8K	—	—	—
UBS Group AG	N/A	—	17,904	-17,904	-100%	$57.8K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	16,700	-16,700	-100%	$53.9K	—	—	—
Bank of America Corp	N/A	—	16,647	-16,647	-100%	$53.8K	—	—	—
Raymond James Financial Inc	N/A	—	14,073	-14,073	-100%	$45.5K	—	—	—
Jane Street Group, LLC	N/A	—	13,694	-13,694	-100%	$44.2K	—	—	—
Northstar Financial Companies, Inc.	N/A	—	11,811	-11,811	-100%	$38.2K	—	—	—
Shufro Rose & Co LLC	N/A	—	11,000	-11,000	-100%	$35.5K	—	—	—
IFG Advisory, LLC	N/A	—	8,500	-8,500	-100%	$27.5K	—	—	—
Wells Fargo & Company	N/A	—	5,312	-5,312	-100%	$17.2K	—	—	—
Rothschild Investment LLC	N/A	—	4,885	-4,885	-100%	$15.8K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	2,500	-2,500	-100%	$8.1K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	1,101	-1,101	-100%	$3.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	649	-649	-100%	$2.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	502	-502	-100%	$1.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	400	-400	-100%	$1.3K	—	—	—
BFC Planning, Inc.	N/A	—	63	-63	-100%	$203	—	—	—

Showing 62 of 62 institutions