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 $89.7M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Franklin Master Intermediate Income Trust as of Jun 30, 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
- 48
- +6 vs. Q1 2022
- Shares held
- 19.1M
- +1.01M (+5.6%) vs. Q1 2022
- Total value
- $65.2M
- +$383.9K (+0.6%) vs. Q1 2022
- New holders
- 8
- 12 more added
- Sold out
- 2
- 9 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $89.7M |
| Q1 2026 | 59 | $88.2M |
| Q4 2025 | 60 | $89.3M |
| Q3 2025 | 60 | $96.7M |
| Q2 2025 | 58 | $92.7M |
| Q1 2025 | 58 | $90.8M |
| Q4 2024 | 56 | $89.0M |
| Q3 2024 | 46 | $88.5M |
| Q2 2024 | 48 | $83.7M |
| Q1 2024 | 46 | $85.1M |
| Q4 2023 | 54 | $82.9M |
| 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 | $69.0M |
| Q3 2021 | 41 | $67.4M |
| Q2 2021 | 48 | $69.9M |
| Q1 2021 | 55 | $72.4M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 15,080,839 | $51.4M | 1.56% | +895,970+6.3% | Added |
| 1607 Capital Partners, LLC | 934,172 | $3.19M | 0.22% | +303,423+48.1% | Added |
| Invesco Ltd. | 659,194 | $2.25M | 0.00% | +19,320+3.0% | Added |
| Vident Investment Advisory, LLC | 425,456 | $1.45M | 0.04% | 00.0% | Unchanged |
| Morgan Stanley | 207,702 | $709.0K | 0.00% | +66,542+47.1% | Added |
| Penbrook Management LLC | 187,052 | $638.0K | 0.50% | −5,850−3.0% | Reduced |
| Shaker Financial Services, LLC | 185,323 | $632.0K | 0.31% | −281,019−60.3% | Reduced |
| Gill Capital Partners, LLC | 173,884 | $623.0K | 0.27% | 00.0% | Unchanged |
| GWM Advisors LLC | 134,873 | $460.0K | 0.01% | +10,996+8.9% | Added |
| Karpus Management, Inc. | 105,800 | $361.0K | 0.01% | −14,200−11.8% | Reduced |
| Susquehanna International Group, LLP | 98,934 | $337.0K | 0.00% | +48,233+95.1% | Added |
| Lloyd Park, LLC | 83,161 | $285.0K | 0.30% | +83,161 | New |
| Janney Montgomery Scott LLC | 82,198 | $279.0K | 0.00% | −2,743−3.2% | Reduced |
| TCG Advisory Services, LLC | 78,209 | $267.0K | 0.08% | −114,423−59.4% | Reduced |
| Commonwealth Equity Services, LLC | 73,466 | $250.0K | 0.00% | +193+0.3% | Added |
| UBS Group AG | 69,100 | $236.0K | 0.00% | +92+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $226.0K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 51,217 | $175.0K | 0.00% | +3,201+6.7% | Added |
| Transcend Wealth Collective, LLC | 46,600 | $159.0K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 43,160 | $147.0K | 0.00% | +1,946+4.7% | Added |
| Wealthcare Advisory Partners LLC | 42,000 | $143.0K | 0.01% | +42,000 | New |
| Fortitude Advisory Group L.L.C. | 34,821 | $119.0K | 0.11% | +84+0.2% | Added |
| Koshinski Asset Management, Inc. | 29,320 | $100.0K | 0.01% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 28,400 | $97.0K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 21,540 | $73.0K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 20,589 | $70.0K | 0.02% | 00.0% | Unchanged |
| RB Capital Management, LLC | 19,745 | $67.0K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 18,993 | $65.0K | 0.01% | −30,367−61.5% | Reduced |
| First Foundation Advisors | 15,000 | $51.0K | 0.00% | +15,000 | New |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $49.0K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 13,416 | $46.0K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $38.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,165 | $35.0K | 0.00% | −2,664−20.8% | Reduced |
| Investors Asset Management of Georgia Inc | 8,613 | $29.0K | 0.02% | +8,613 | New |
| Wells Fargo & Company | 6,198 | $21.0K | 0.00% | −2,003−24.4% | Reduced |
| Advisor Group Holdings, Inc. | 5,992 | $20.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 2,257 | $8.00K | 0.00% | −29,187−92.8% | Reduced |
| American Portfolios Advisors | 1,000 | $3.41K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 857 | $3.00K | 0.00% | +16+1.9% | Added |
| Credit Suisse AG | 736 | $3.00K | 0.00% | +736 | New |
| Savior LLC | 452 | $2.00K | 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% | 00.0% | Unchanged |
| Creative Planning | 13 | $0 | 0.00% | +13 | New |
| JNBA Financial Advisors | 115 | $0 | 0.00% | +115 | New |
| CoreCap Advisors, LLC | 130 | $0 | 0.00% | +130 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,471−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |