Franklin Master Interm IT-UiPIM
13F holders, Q1 2025 (March 31)58holders +2
7new positions
5sold out
1famous investor
$3.32avg. 13F price*
At the end of Q1 2025, 58 institutions reported holding Franklin Master Interm IT-Ui (PIM) in their 13F filings, up 2 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($76.6M), 1607 Capital Partners, LLC ($3.4M) and Allspring Global Investments Holdings, LLC ($2.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Master Interm IT-Ui
- Filed as
- PUTNAM MASTER INTER INCOME T (Q1 2025)
- CUSIP
- 746909100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $803K |
| Exits | 5 | $718K |
All 13F filers, Q4 2024 → Q1 2025: 433,645 shares bought and 388,522 shares sold, net +45,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Sit Investment Associates Inc. | 1.80% | Add +0.4% | 23,075,285 | $76.6M |
| 1607 Capital Partners, LLC | 0.28% | Reduce -3.4% | 1,029,067 | $3.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -3.2% | 692,346 | $2.3M |
| Consolidated Portfolio Review Corp | 0.18% | Add +12.5% | 329,319 | $1.1M |
| Morgan Stanley | 0.00% | Add +0.2% | 192,444 | $639K |
| Transform Wealth, LLC | 0.03% | No change | 169,225 | $562K |
| Gill Capital Partners, LLC | 0.19% | Reduce -4.0% | 167,882 | $557K |
| Penbrook Management LLC | 0.37% | Reduce -0.4% | 148,163 | $492K |
| Janney Montgomery Scott LLC | 0.00% | New | 134,822 | $448K |
| Shaker Financial Services, LLC | 0.16% | Reduce -11.0% | 120,489 | $400K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.9% | 84,164 | $279K |
| Envestnet Asset Management Inc. | 0.00% | Add +12.7% | 81,687 | $271K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 81,613 | $271K |
| Royal Bank of Canada | 0.00% | Reduce -15.1% | 70,920 | $236K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 66,272 | $220K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 62,605 | $208K |
| Mezzasalma Advisors, LLC | 0.07% | Reduce -1.3% | 58,357 | $194K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 52,819 | $172K |
| Ethos Financial Group, LLC | 0.02% | New | 50,907 | $169K |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 50,427 | $167K |
| PVG Asset Management Corp. | 0.68% | Add +2.1% | 47,072 | $156K |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 43,620 | $145K |
| HUB Investment Partners, LLC | 0.01% | Add +0.3% | 41,398 | $137K |
| Susquehanna International Group, LLP | 0.00% | Add +27.8% | 40,428 | $134K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +116.9% | 37,474 | $124K |
| WealthTrust Axiom LLC | 0.03% | Add +98.7% | 27,000 | $90K |
| Transcend Capital Advisors, LLC | 0.01% | No change | 26,200 | $87K |
| UBS Group AG | 0.00% | Reduce -37.5% | 25,369 | $84K |
| Osaic Holdings, Inc. | 0.00% | Reduce -61.0% | 22,660 | $75K |
| Bard Financial Services, Inc. | 0.01% | No change | 21,540 | $72K |
| Coldstream Capital Management Inc. | 0.00% | Add +2.7% | 21,367 | $71K |
| Citadel Advisors | 0.00% | Add +86.5% | 20,860 | $69K |
| Northstar Financial Companies, Inc. | 0.07% | No change | 20,245 | $67K |
| WMG Financial Advisors, LLC | 0.03% | No change | 19,700 | $65K |
| Integrated Capital Management, LLC | 0.04% | New | 19,690 | $65K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 19,057 | $63K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.2% | 16,348 | $54K |
| Graves Light Lenhart Wealth, Inc. | 0.01% | No change | 14,300 | $47K |
| Koshinski Asset Management, Inc. | 0.00% | No change | 14,000 | $46K |
| Cetera Investment Advisers | 0.00% | New | 12,815 | $43K |
| Perigon Wealth Management, LLC | 0.00% | New | 11,250 | $37K |
| Shufro Rose & Co. LLC | 0.00% | No change | 11,000 | $37K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 10,620 | $35K |
| Gridiron Partners, LLC | 0.02% | No change | 10,507 | $35K |
| Chicago Partners Investment Group LLC | 0.00% | Add +2.7% | 10,394 | $35K |
| WealthShield Partners, LLC | 0.00% | No change | 10,000 | $33K |
| Moors & Cabot, Inc. | 0.00% | No change | 10,000 | $33K |
| Key Financial Inc | 0.01% | No change | 9,500 | $32K |
| Comerica Bank | 0.00% | No change | 9,200 | $31K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 5,340 | $18K |
| MAI Capital Management | 0.00% | No change | 5,000 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 4,885 | $16K |
| Hollencrest Capital Management | 0.00% | No change | 3,067 | $10K |
| Bank of America Corp. | 0.00% | No change | 2,976 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 1,796 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +2.7% | 808 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 400 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 339 | $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.