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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 130 | $416 | 0.00% | +130 | New |
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | +200+66.7% | Added |
| Steward Partners Investment Advisory, LLC | 400 | $1.28K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 452 | $1.45K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 736 | $2.35K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,025 | $3.28K | 0.00% | +1,025 | New |
| Bank of America Corp | 1,481 | $4.74K | 0.00% | +377+34.1% | Added |
| Royal Bank of Canada | 2,165 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,382 | $7.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,974 | $12.7K | 0.00% | +3,974 | New |
| The PNC Financial Services Group, Inc. | 5,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,198 | $19.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,992 | $22.2K | 0.00% | +1,000+16.7% | Added |
| Hollencrest Capital Management | 7,617 | $24.4K | 0.00% | +7,617 | New |
| Shufro Rose & Co LLC | 11,000 | $35.2K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 11,859 | $37.9K | 0.01% | +11,859 | New |
| Melfa Wealth Management, LLC | 12,788 | $40.9K | 0.04% | +12,788 | New |
| Change Path, LLC | 13,416 | $43.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 13,900 | $44.5K | 0.00% | +13,900 | New |
| Avantax Advisory Services, Inc. | 14,196 | $45.4K | 0.00% | +14,196 | New |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $45.8K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 15,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,070 | $48.2K | 0.00% | +15,070 | New |
| Landscape Capital Management, L.L.C. | 15,833 | $50.7K | 0.01% | +15,833 | New |
| WealthTrust Axiom LLC | 17,088 | $54.7K | 0.02% | −2,001−10.5% | Reduced |
| Dakota Wealth Management | 18,525 | $59.3K | 0.00% | +18,525 | New |
| Bard Financial Services, Inc. | 21,540 | $69.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,998 | $84.0K | 0.00% | +25,998 | New |
| Koshinski Asset Management, Inc. | 29,320 | $93.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 34,880 | $111.6K | 0.10% | 00.0% | Unchanged |
| Millennium Management LLC | 35,767 | $114.0K | 0.00% | +35,767 | New |
| Raymond James & Associates | 40,677 | $130.2K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 46,600 | $149.1K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 52,120 | $166.8K | 0.00% | −139−0.3% | Reduced |
| HRT Financial LP | 61,299 | $196.0K | 0.00% | +61,299 | New |
| UBS Group AG | 65,918 | $210.9K | 0.00% | −22,752−25.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $212.1K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 66,824 | $213.0K | 0.00% | +121+0.2% | Added |
| Janney Montgomery Scott LLC | 82,857 | $265.0K | 0.00% | −1,169−1.4% | Reduced |
| Shaker Financial Services, LLC | 110,766 | $356.9K | 0.17% | +58,788+113.1% | Added |
| GWM Advisors LLC | 128,373 | $407.4K | 0.01% | −2,400−1.8% | Reduced |
| Morgan Stanley | 162,619 | $520.4K | 0.00% | +10,963+7.2% | Added |
| Penbrook Management LLC | 166,963 | $534.3K | 0.46% | −14,414−7.9% | Reduced |
| Gill Capital Partners, LLC | 174,856 | $559.5K | 0.26% | −1,485−0.8% | Reduced |
| Invesco Ltd. | 247,698 | $792.6K | 0.00% | −527,507−68.0% | Reduced |
| Karpus Management, Inc. | 650,711 | $2.08M | 0.07% | +544,911+515.0% | Added |
| 1607 Capital Partners, LLC | 981,665 | $3.14M | 0.22% | +55,293+6.0% | Added |
| Sit Investment Associates Inc | 17,253,383 | $55.2M | 1.55% | +224,502+1.3% | Added |
| 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 |