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, 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 | $89.6M |
| 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, 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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Savior LLC | 452 | $2.00K | 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 |
| American Portfolios Advisors | 1,000 | $3.41K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,257 | $8.00K | 0.00% | −29,187−92.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,992 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,198 | $21.0K | 0.00% | −2,003−24.4% | Reduced |
| Investors Asset Management of Georgia Inc | 8,613 | $29.0K | 0.02% | +8,613 | New |
| Royal Bank of Canada | 10,165 | $35.0K | 0.00% | −2,664−20.8% | Reduced |
| Shufro Rose & Co LLC | 11,000 | $38.0K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 13,416 | $46.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $49.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 15,000 | $51.0K | 0.00% | +15,000 | New |
| Landscape Capital Management, L.L.C. | 18,993 | $65.0K | 0.01% | −30,367−61.5% | Reduced |
| RB Capital Management, LLC | 19,745 | $67.0K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 20,589 | $70.0K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 21,540 | $73.0K | 0.01% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 28,400 | $97.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 29,320 | $100.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 34,821 | $119.0K | 0.11% | +84+0.2% | Added |
| Wealthcare Advisory Partners LLC | 42,000 | $143.0K | 0.01% | +42,000 | New |
| Raymond James & Associates | 43,160 | $147.0K | 0.00% | +1,946+4.7% | Added |
| Transcend Wealth Collective, LLC | 46,600 | $159.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 51,217 | $175.0K | 0.00% | +3,201+6.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $226.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 69,100 | $236.0K | 0.00% | +92+0.1% | Added |
| Commonwealth Equity Services, LLC | 73,466 | $250.0K | 0.00% | +193+0.3% | Added |
| TCG Advisory Services, LLC | 78,209 | $267.0K | 0.08% | −114,423−59.4% | Reduced |
| Janney Montgomery Scott LLC | 82,198 | $279.0K | 0.00% | −2,743−3.2% | Reduced |
| Lloyd Park, LLC | 83,161 | $285.0K | 0.30% | +83,161 | New |
| Susquehanna International Group, LLP | 98,934 | $337.0K | 0.00% | +48,233+95.1% | Added |
| Karpus Management, Inc. | 105,800 | $361.0K | 0.01% | −14,200−11.8% | Reduced |
| GWM Advisors LLC | 134,873 | $460.0K | 0.01% | +10,996+8.9% | Added |
| Gill Capital Partners, LLC | 173,884 | $623.0K | 0.27% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 185,323 | $632.0K | 0.31% | −281,019−60.3% | Reduced |
| Penbrook Management LLC | 187,052 | $638.0K | 0.50% | −5,850−3.0% | Reduced |
| Morgan Stanley | 207,702 | $709.0K | 0.00% | +66,542+47.1% | Added |
| Vident Investment Advisory, LLC | 425,456 | $1.45M | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 659,194 | $2.25M | 0.00% | +19,320+3.0% | Added |
| 1607 Capital Partners, LLC | 934,172 | $3.19M | 0.22% | +303,423+48.1% | Added |
| Sit Investment Associates Inc | 15,080,839 | $51.4M | 1.56% | +895,970+6.3% | Added |
| 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 |