Franklin Master Intermediate Income Trust
PIM- Exchange
- NYSE
- SEC CIK
- 0000830622
No open-market purchases or sales by Franklin Master Intermediate Income Trust insiders were filed in the last 90 days; 59 institutions reported holding it in 13F filings for Q2 2026, worth $89.6M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Franklin Master Intermediate Income Trust as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 41
- −6 vs. Q2 2021
- Shares held
- 16.6M
- −131.6K (−0.8%) vs. Q2 2021
- Total value
- $67.4M
- −$2.54M (−3.6%) vs. Q2 2021
- New holders
- 3
- 10 more added
- Sold out
- 9
- 15 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PIM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 59 | $89.6M |
| Q1 2026 | 59 | $88.2M |
| Q4 2025 | 60 | $89.3M |
| Q3 2025 | 60 | $96.7M |
| Q2 2025 | 58 | $92.0M |
| Q1 2025 | 58 | $90.8M |
| Q4 2024 | 56 | $89.0M |
| Q3 2024 | 46 | $88.5M |
| Q2 2024 | 48 | $83.7M |
| Q1 2024 | 46 | $83.9M |
| Q4 2023 | 54 | $82.3M |
| Q3 2023 | 53 | $75.2M |
| Q2 2023 | 52 | $75.5M |
| Q1 2023 | 49 | $70.2M |
| Q4 2022 | 49 | $66.3M |
| Q3 2022 | 44 | $66.4M |
| Q2 2022 | 48 | $65.2M |
| Q1 2022 | 44 | $65.3M |
| Q4 2021 | 49 | $68.9M |
| Q3 2021 | 41 | $67.4M |
| Q2 2021 | 48 | $69.9M |
| Q1 2021 | 55 | $72.4M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 224 | $0 | 0.00% | −1,707−88.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 452 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 813 | $3.00K | 0.00% | +13+1.6% | Added |
| Pacitti Group Inc. | 876 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,000 | $4.07K | 0.00% | −2,000−66.7% | Reduced |
| Koshinski Asset Management, Inc. | 1,320 | $5.37K | 0.00% | +1,320 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | $12.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,510 | $14.0K | 0.00% | +2,986+569.8% | Added |
| Bank of America Corp | 4,666 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,149 | $29.0K | 0.00% | −6,000−45.6% | Reduced |
| The PNC Financial Services Group, Inc. | 7,961 | $32.0K | 0.00% | +2,961+59.2% | Added |
| Shufro Rose & Co LLC | 11,000 | $45.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,129 | $53.0K | 0.00% | −250−1.9% | Reduced |
| Change Path, LLC | 13,416 | $55.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,305 | $58.0K | 0.00% | −6,858−32.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $58.0K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 16,476 | $67.0K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 18,940 | $77.0K | 0.01% | −122,000−86.6% | Reduced |
| RB Capital Management, LLC | 19,745 | $80.0K | 0.03% | +7,675+63.6% | Added |
| WealthTrust Axiom LLC | 20,589 | $83.0K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 21,540 | $88.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,660 | $88.0K | 0.00% | +21,660 | New |
| Oppenheimer & Co Inc | 28,700 | $117.0K | 0.00% | −18,500−39.2% | Reduced |
| Truist Financial Corp | 30,813 | $125.0K | 0.00% | +30,813 | New |
| Raymond James & Associates | 39,132 | $159.0K | 0.00% | −602−1.5% | Reduced |
| LPL Financial LLC | 41,900 | $171.0K | 0.00% | +254+0.6% | Added |
| Transcend Wealth Collective, LLC | 46,600 | $188.0K | 0.02% | −3,500−7.0% | Reduced |
| Janney Montgomery Scott LLC | 59,187 | $241.0K | 0.00% | +1,219+2.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $270.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 70,846 | $288.0K | 0.00% | −9,889−12.2% | Reduced |
| Commonwealth Equity Services, LLC | 84,819 | $345.0K | 0.00% | +9,318+12.3% | Added |
| Mid Atlantic Financial Management Inc | 133,704 | $544.0K | 0.04% | +12,900+10.7% | Added |
| Parametric Portfolio Associates LLC | 154,117 | $627.0K | 0.00% | −1,545−1.0% | Reduced |
| Gill Capital Partners, LLC | 185,295 | $754.0K | 0.34% | +1,300+0.7% | Added |
| TCG Advisory Services, LLC | 192,632 | $784.0K | 0.21% | −4,577−2.3% | Reduced |
| Penbrook Management LLC | 197,152 | $802.0K | 0.50% | 00.0% | Unchanged |
| Morgan Stanley | 202,299 | $823.0K | 0.00% | −122,776−37.8% | Reduced |
| Invesco Ltd. | 627,158 | $2.55M | 0.00% | −3,767−0.6% | Reduced |
| Shaker Financial Services, LLC | 672,712 | $2.74M | 1.10% | −125,297−15.7% | Reduced |
| Sit Investment Associates Inc | 13,503,140 | $55.0M | 1.42% | +452,459+3.5% | Added |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −71,086−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −59,471−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −59,249−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −18,389−100.0% | Sold out |
| Western Financial Corporation | 0 | $0 | 0.00% | −13,536−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −10,441−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| FormulaFolio Investments, LLC | – | – | – | – | Not filed |