Franklin Master Interm IT-UiPIM
13F holders, Q2 2025 (June 30)58holders
8new positions
7sold out
$3.35avg. 13F price*
At the end of Q2 2025, 58 institutions reported holding Franklin Master Interm IT-Ui (PIM) in their 13F filings, unchanged from Q1 2025. 8 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($79.2M), 1607 Capital Partners, LLC ($3.4M) and Consolidated Portfolio Review Corp ($1.2M).
- Company
- Franklin Master Interm IT-Ui
- Filed as
- PUTNAM MASTER INTER INCOME T (Q2 2025)
- CUSIP
- 746909100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.2M |
| Exits | 7 | $582K |
All 13F filers, Q1 2025 → Q2 2025: 1,014,053 shares bought and 660,149 shares sold, net +353,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Sit Investment Associates Inc. | 1.69% | Add +2.4% | 23,638,204 | $79.2M |
| 1607 Capital Partners, LLC | 0.28% | Reduce -0.6% | 1,022,467 | $3.4M |
| Consolidated Portfolio Review Corp | 0.17% | Add +10.3% | 363,197 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -52.0% | 332,510 | $1.1M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 189,389 | $634K |
| NorthCoast Asset Management LLC | 0.00% | New | 169,225 | $567K |
| Gill Capital Partners, LLC | 0.18% | Reduce -1.2% | 165,935 | $556K |
| Penbrook Management LLC | 0.37% | Reduce -0.4% | 147,613 | $495K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 135,169 | $453K |
| LPL Financial LLC | 0.00% | Add +81.2% | 91,390 | $306K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.0% | 82,452 | $276K |
| Melfa Wealth Management, Inc. | 0.17% | Reduce -0.8% | 80,925 | $271K |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 70,874 | $238K |
| Allworth Financial LP | 0.00% | New | 66,272 | $222K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 62,844 | $211K |
| Shaker Financial Services, LLC | 0.07% | Reduce -49.5% | 60,890 | $204K |
| Mezzasalma Advisors, LLC | 0.06% | Add +2.0% | 59,520 | $199K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.6% | 57,548 | $193K |
| Fortitude Advisory Group L.L.C. | 0.10% | No change | 52,819 | $177K |
| WealthTrust Axiom LLC | 0.05% | Add +88.9% | 51,000 | $171K |
| Ethos Financial Group, LLC | 0.01% | Reduce -2.1% | 49,816 | $167K |
| Stifel Financial Corp. | 0.00% | Reduce -0.8% | 43,280 | $145K |
| HUB Investment Partners, LLC | 0.00% | Add +0.1% | 41,449 | $139K |
| Summit Financial, LLC | 0.00% | New | 33,120 | $111K |
| Weaver Consulting Group | 0.03% | New | 32,500 | $109K |
| UBS Group AG | 0.00% | No change | 25,369 | $85K |
| Coldstream Capital Management Inc. | 0.00% | Add +2.0% | 21,793 | $73K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.4% | 21,660 | $73K |
| Bard Financial Services, Inc. | 0.01% | No change | 21,540 | $72K |
| Northstar Financial Companies, Inc. | 0.07% | No change | 20,245 | $68K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +5.9% | 20,181 | $68K |
| Avantax Planning Partners, Inc. | 0.00% | New | 16,969 | $57K |
| WMG Financial Advisors, LLC | 0.02% | Reduce -15.2% | 16,700 | $56K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.0% | 16,674 | $56K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -56.2% | 16,428 | $55K |
| Graves Light Lenhart Wealth, Inc. | 0.01% | No change | 14,300 | $48K |
| Koshinski Asset Management, Inc. | 0.00% | No change | 14,000 | $47K |
| Cetera Investment Advisers | 0.00% | No change | 12,815 | $43K |
| HRT Financial LP | 0.00% | New | 11,988 | $40K |
| Shufro Rose & Co. LLC | 0.00% | No change | 11,000 | $37K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,620 | $36K |
| Gridiron Partners, LLC | 0.02% | No change | 10,507 | $35K |
| Balefire, LLC | 0.01% | New | 10,500 | $35K |
| Chicago Partners Investment Group LLC | 0.00% | Add +1.3% | 10,531 | $35K |
| WealthShield Partners, LLC | 0.00% | No change | 10,000 | $34K |
| Key Financial Inc | 0.01% | No change | 9,500 | $32K |
| Comerica Bank | 0.00% | No change | 9,200 | $31K |
| Raymond James Financial Inc. | 0.00% | New | 7,324 | $25K |
| Wells Fargo & Company | 0.00% | No change | 5,340 | $18K |
| MAI Capital Management | 0.00% | No change | 5,000 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 4,885 | $16K |
| Bank of America Corp. | 0.00% | Add +19.0% | 3,542 | $12K |
| Hollencrest Capital Management | 0.00% | No change | 3,067 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 1,796 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +2.0% | 824 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 649 | $2K |
| 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.