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, Q1 2022
Institutional positions in Franklin Master Intermediate Income Trust as of Mar 31, 2022. 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
- 44
- −5 vs. Q4 2021
- Shares held
- 18.2M
- +812.3K (+4.7%) vs. Q4 2021
- Total value
- $65.3M
- −$3.56M (−5.2%) vs. Q4 2021
- New holders
- 4
- 14 more added
- Sold out
- 9
- 8 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dixon Hughes Goodman Wealth Advisors LLC | 47 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $1.00K | 0.00% | +300 | New |
| Savior LLC | 452 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $3.00K | 0.00% | – | – |
| GPS Wealth Strategies Group, LLC | 841 | $3.00K | 0.00% | +15+1.8% | Added |
| American Portfolios Advisors | 1,000 | $3.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | $11.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,992 | $21.0K | 0.00% | −467−7.2% | Reduced |
| Wells Fargo & Company | 8,201 | $29.0K | 0.00% | −998−10.8% | Reduced |
| Citadel Advisors LLC | 10,471 | $37.0K | 0.00% | −20,775−66.5% | Reduced |
| Shufro Rose & Co LLC | 11,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,829 | $46.0K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 13,416 | $48.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $51.0K | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 19,745 | $71.0K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 20,589 | $73.0K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 21,540 | $77.0K | 0.01% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 28,400 | $102.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 29,320 | $105.0K | 0.01% | +28,000+2,121.2% | Added |
| Bank of America Corp | 31,444 | $113.0K | 0.00% | +27,278+654.8% | Added |
| Fortitude Advisory Group L.L.C. | 34,737 | $124.0K | 0.07% | +77+0.2% | Added |
| Raymond James & Associates | 41,214 | $148.0K | 0.00% | +2,043+5.2% | Added |
| Transcend Wealth Collective, LLC | 46,600 | $167.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 48,016 | $172.0K | 0.00% | +7,065+17.3% | Added |
| Landscape Capital Management, L.L.C. | 49,360 | $177.0K | 0.02% | +49,360 | New |
| Susquehanna International Group, LLP | 50,701 | $182.0K | 0.00% | +12,165+31.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $237.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 69,008 | $247.0K | 0.00% | −11,826−14.6% | Reduced |
| Commonwealth Equity Services, LLC | 73,273 | $262.0K | 0.00% | −3,823−5.0% | Reduced |
| Janney Montgomery Scott LLC | 84,941 | $304.0K | 0.00% | +12,235+16.8% | Added |
| Karpus Management, Inc. | 120,000 | $430.0K | 0.01% | +120,000 | New |
| GWM Advisors LLC | 123,877 | $444.0K | 0.01% | −4,000−3.1% | Reduced |
| Morgan Stanley | 141,160 | $505.0K | 0.00% | +27,536+24.2% | Added |
| Parametric Portfolio Associates LLC | 150,427 | $539.0K | 0.00% | +6,743+4.7% | Added |
| Gill Capital Partners, LLC | 173,884 | $623.0K | 0.27% | +1,516+0.9% | Added |
| TCG Advisory Services, LLC | 192,632 | $690.0K | 0.19% | 00.0% | Unchanged |
| Penbrook Management LLC | 192,902 | $691.0K | 0.45% | −4,250−2.2% | Reduced |
| Vident Investment Advisory, LLC | 425,456 | $1.52M | 0.04% | +80,820+23.5% | Added |
| Shaker Financial Services, LLC | 466,342 | $1.67M | 0.63% | +12,553+2.8% | Added |
| 1607 Capital Partners, LLC | 630,749 | $2.26M | 0.13% | +630,749 | New |
| Invesco Ltd. | 639,874 | $2.29M | 0.00% | +116,347+22.2% | Added |
| Sit Investment Associates Inc | 14,184,869 | $50.8M | 1.37% | −38,610−0.3% | Reduced |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −77,211−100.0% | Sold out |
| Lloyd Park, LLC | 0 | $0 | 0.00% | −71,716−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −30,813−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −16,476−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −15,350−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,517−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,041−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |