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 2022
Institutional positions in Franklin Master Intermediate Income Trust as of Sep 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
- 44
- −4 vs. Q2 2022
- Shares held
- 20.4M
- +1.34M (+7.0%) vs. Q2 2022
- Total value
- $66.4M
- +$1.26M (+1.9%) vs. Q2 2022
- New holders
- 1
- 9 more added
- Sold out
- 5
- 13 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 300 | $0 | 0.00% | 00.0% | Unchanged |
| Savior LLC | 452 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 736 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 873 | $3.00K | 0.00% | +16+1.9% | Added |
| American Portfolios Advisors | 1,000 | $3.25K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,104 | $4.00K | 0.00% | −1,153−51.1% | Reduced |
| Royal Bank of Canada | 2,165 | $7.00K | 0.00% | −8,000−78.7% | Reduced |
| Key Financial Inc | 2,382 | $8.00K | 0.00% | +2,382 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,198 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,992 | $20.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 8,613 | $28.0K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 12,180 | $40.0K | 0.00% | −29,820−71.0% | Reduced |
| Change Path, LLC | 13,416 | $44.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $46.0K | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 15,045 | $49.0K | 0.02% | −4,700−23.8% | Reduced |
| First Foundation Advisors | 15,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 19,089 | $62.0K | 0.02% | −1,500−7.3% | Reduced |
| Bard Financial Services, Inc. | 21,540 | $70.0K | 0.01% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 28,400 | $92.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 29,320 | $95.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 34,880 | $113.0K | 0.11% | +59+0.2% | Added |
| Raymond James & Associates | 40,677 | $132.0K | 0.00% | −2,483−5.8% | Reduced |
| Transcend Wealth Collective, LLC | 46,600 | $151.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 47,279 | $154.0K | 0.00% | −51,655−52.2% | Reduced |
| Shaker Financial Services, LLC | 51,978 | $169.0K | 0.08% | −133,345−72.0% | Reduced |
| LPL Financial LLC | 52,259 | $170.0K | 0.00% | +1,042+2.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $215.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 66,703 | $216.0K | 0.00% | −6,763−9.2% | Reduced |
| TCG Advisory Services, LLC | 78,209 | $254.0K | 0.08% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 84,026 | $273.0K | 0.00% | +1,828+2.2% | Added |
| Lloyd Park, LLC | 87,091 | $285.0K | 0.35% | +3,930+4.7% | Added |
| UBS Group AG | 88,670 | $288.0K | 0.00% | +19,570+28.3% | Added |
| Karpus Management, Inc. | 105,800 | $344.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 130,773 | $425.0K | 0.01% | −4,100−3.0% | Reduced |
| Morgan Stanley | 151,656 | $493.0K | 0.00% | −56,046−27.0% | Reduced |
| Gill Capital Partners, LLC | 176,341 | $573.0K | 0.30% | +2,457+1.4% | Added |
| Penbrook Management LLC | 181,377 | $590.0K | 0.51% | −5,675−3.0% | Reduced |
| Invesco Ltd. | 775,205 | $2.52M | 0.00% | +116,011+17.6% | Added |
| 1607 Capital Partners, LLC | 926,372 | $3.01M | 0.23% | −7,800−0.8% | Reduced |
| Sit Investment Associates Inc | 17,028,881 | $55.3M | 1.65% | +1,948,042+12.9% | Added |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −425,456−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −18,993−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |