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, Q4 2022
Institutional positions in Franklin Master Intermediate Income Trust as of Dec 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
- 49
- +7 vs. Q3 2022
- Shares held
- 20.7M
- +371.7K (+1.8%) vs. Q3 2022
- Total value
- $66.3M
- +$172.2K (+0.3%) vs. Q3 2022
- New holders
- 14
- 9 more added
- Sold out
- 7
- 8 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 17,253,383 | $55.2M | 1.55% | +224,502+1.3% | Added |
| 1607 Capital Partners, LLC | 981,665 | $3.14M | 0.22% | +55,293+6.0% | Added |
| Karpus Management, Inc. | 650,711 | $2.08M | 0.07% | +544,911+515.0% | Added |
| Invesco Ltd. | 247,698 | $792.6K | 0.00% | −527,507−68.0% | Reduced |
| Gill Capital Partners, LLC | 174,856 | $559.5K | 0.26% | −1,485−0.8% | Reduced |
| Penbrook Management LLC | 166,963 | $534.3K | 0.46% | −14,414−7.9% | Reduced |
| Morgan Stanley | 162,619 | $520.4K | 0.00% | +10,963+7.2% | Added |
| GWM Advisors LLC | 128,373 | $407.4K | 0.01% | −2,400−1.8% | Reduced |
| Shaker Financial Services, LLC | 110,766 | $356.9K | 0.17% | +58,788+113.1% | Added |
| Janney Montgomery Scott LLC | 82,857 | $265.0K | 0.00% | −1,169−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 66,824 | $213.0K | 0.00% | +121+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $212.1K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 65,918 | $210.9K | 0.00% | −22,752−25.7% | Reduced |
| HRT Financial LP | 61,299 | $196.0K | 0.00% | +61,299 | New |
| LPL Financial LLC | 52,120 | $166.8K | 0.00% | −139−0.3% | Reduced |
| Transcend Wealth Collective, LLC | 46,600 | $149.1K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 40,677 | $130.2K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 35,767 | $114.0K | 0.00% | +35,767 | New |
| Fortitude Advisory Group L.L.C. | 34,880 | $111.6K | 0.10% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 29,320 | $93.8K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,998 | $84.0K | 0.00% | +25,998 | New |
| Bard Financial Services, Inc. | 21,540 | $69.0K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 18,525 | $59.3K | 0.00% | +18,525 | New |
| WealthTrust Axiom LLC | 17,088 | $54.7K | 0.02% | −2,001−10.5% | Reduced |
| Landscape Capital Management, L.L.C. | 15,833 | $50.7K | 0.01% | +15,833 | New |
| Jane Street Group, LLC | 15,070 | $48.2K | 0.00% | +15,070 | New |
| First Foundation Advisors | 15,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $45.8K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,196 | $45.4K | 0.00% | +14,196 | New |
| Goldman Sachs Group Inc | 13,900 | $44.5K | 0.00% | +13,900 | New |
| Change Path, LLC | 13,416 | $43.0K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,788 | $40.9K | 0.04% | +12,788 | New |
| Logan Stone Capital, LLC | 11,859 | $37.9K | 0.01% | +11,859 | New |
| Shufro Rose & Co LLC | 11,000 | $35.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,617 | $24.4K | 0.00% | +7,617 | New |
| Advisor Group Holdings, Inc. | 6,992 | $22.2K | 0.00% | +1,000+16.7% | Added |
| Wells Fargo & Company | 6,198 | $19.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,974 | $12.7K | 0.00% | +3,974 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,382 | $7.74K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,165 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,481 | $4.74K | 0.00% | +377+34.1% | Added |
| Advisory Services Network, LLC | 1,025 | $3.28K | 0.00% | +1,025 | New |
| Credit Suisse AG | 736 | $2.35K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 452 | $1.45K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.28K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | +200+66.7% | Added |
| CoreCap Advisors, LLC | 130 | $416 | 0.00% | +130 | New |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −78,209−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −47,279−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −28,400−100.0% | Sold out |
| RB Capital Management, LLC | 0 | $0 | 0.00% | −15,045−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −12,180−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −8,613−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Lloyd Park, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |