Franklin Master Interm IT-UiPIM
13F holders, Q3 2024 (September 30)46holders −2
4new positions
6sold out
$3.39avg. 13F price*
At the end of Q3 2024, 46 institutions reported holding Franklin Master Interm IT-Ui (PIM) in their 13F filings, down 2 from Q2 2024. 4 opened new positions and 6 sold out. The largest holders were Sit Investment Associates Inc. ($77.2M), Allspring Global Investments Holdings, LLC ($2.5M) and 1607 Capital Partners, LLC ($2.0M).
- Company
- Franklin Master Interm IT-Ui
- Filed as
- PUTNAM MASTER INTER INCOME T (Q3 2024)
- CUSIP
- 746909100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $88K |
| Exits | 6 | $3.1M |
All 13F filers, Q2 2024 → Q3 2024: 1,560,197 shares bought and 1,420,304 shares sold, net +139,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Sit Investment Associates Inc. | 1.72% | Add +6.5% | 22,761,272 | $77.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -10.6% | 726,604 | $2.5M |
| 1607 Capital Partners, LLC | 0.18% | Reduce -2.5% | 579,516 | $2.0M |
| Consolidated Portfolio Review Corp | 0.20% | Add +5.8% | 266,762 | $904K |
| Morgan Stanley | 0.00% | Add +0.3% | 196,738 | $667K |
| Gill Capital Partners, LLC | 0.22% | Add +0.2% | 179,499 | $609K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.0% | 153,034 | $519K |
| Penbrook Management LLC | 0.33% | Reduce -0.8% | 148,763 | $504K |
| Shaker Financial Services, LLC | 0.17% | Reduce -43.1% | 135,196 | $461K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.2% | 115,867 | $393K |
| Royal Bank of Canada | 0.00% | Add +427.1% | 85,799 | $290K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 74,113 | $251K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 66,272 | $225K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 62,064 | $210K |
| Fortitude Advisory Group L.L.C. | 0.10% | Add +38.6% | 48,355 | $164K |
| Transcend Capital Advisors, LLC | 0.01% | No change | 47,200 | $160K |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 46,829 | $159K |
| Stifel Financial Corp. | 0.00% | Add +317.7% | 43,122 | $146K |
| HUB Investment Partners, LLC | 0.01% | Reduce -48.1% | 41,106 | $139K |
| UBS Group AG | 0.00% | Reduce -8.6% | 32,888 | $111K |
| Bard Financial Services, Inc. | 0.01% | No change | 21,540 | $73K |
| Coldstream Capital Management Inc. | 0.00% | Add +2.0% | 20,401 | $69K |
| WMG Financial Advisors, LLC | 0.03% | No change | 19,700 | $67K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -72.2% | 19,115 | $65K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +15.2% | 19,057 | $65K |
| Cetera Investment Advisers | 0.00% | Reduce -43.1% | 17,845 | $60K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.8% | 15,862 | $54K |
| Koshinski Asset Management, Inc. | 0.00% | No change | 15,320 | $52K |
| Perigon Wealth Management, LLC | 0.00% | New | 14,500 | $49K |
| Graves Light Lenhart Wealth, Inc. | 0.01% | No change | 14,300 | $48K |
| WealthTrust Axiom LLC | 0.01% | No change | 13,589 | $46K |
| Gridiron Partners, LLC | 0.02% | No change | 10,507 | $36K |
| Shufro Rose & Co. LLC | 0.00% | No change | 11,000 | $35K |
| WealthShield Partners, LLC | 0.00% | No change | 10,000 | $34K |
| Moors & Cabot, Inc. | 0.00% | No change | 10,000 | $34K |
| Key Financial Inc | 0.01% | No change | 9,500 | $32K |
| Comerica Bank | 0.00% | New | 9,200 | $31K |
| Osaic Holdings, Inc. | 0.00% | No change | 7,983 | $27K |
| Hollencrest Capital Management | 0.00% | No change | 7,617 | $26K |
| Wells Fargo & Company | 0.00% | Reduce -96.1% | 5,338 | $18K |
| Rothschild Investment LLC | 0.00% | No change | 4,885 | $17K |
| Planned Solutions, Inc. | 0.00% | New | 1,839 | $6K |
| Bank of America Corp. | 0.00% | Reduce -69.3% | 1,062 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +2.1% | 772 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 400 | $1K |
| FNY Investment Advisers, LLC | 0.00% | New | 500 | $1K |
"% of holder's portfolio" is PIM's weight in each manager's 13F, not the share of Franklin Master Interm IT-Ui the manager owns.