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, Q1 2023
Institutional positions in Franklin Master Intermediate Income Trust as of Mar 31, 2023. 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
- +1 vs. Q4 2022
- Shares held
- 22.1M
- +1.36M (+6.6%) vs. Q4 2022
- Total value
- $70.2M
- +$3.91M (+5.9%) vs. Q4 2022
- New holders
- 8
- 15 more added
- Sold out
- 7
- 7 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 17,930,517 | $57.0M | 1.55% | +677,134+3.9% | Added |
| 1607 Capital Partners, LLC | 951,911 | $3.03M | 0.21% | −29,754−3.0% | Reduced |
| Karpus Management, Inc. | 655,680 | $2.09M | 0.07% | +4,969+0.8% | Added |
| Invesco Ltd. | 378,144 | $1.20M | 0.00% | +130,446+52.7% | Added |
| Transform Wealth, LLC | 363,250 | $1.16M | 0.11% | +363,250 | New |
| Shaker Financial Services, LLC | 270,565 | $866.3K | 0.38% | +159,799+144.3% | Added |
| Gill Capital Partners, LLC | 173,801 | $552.7K | 0.25% | −1,055−0.6% | Reduced |
| Penbrook Management LLC | 166,963 | $530.9K | 0.42% | 00.0% | Unchanged |
| Morgan Stanley | 148,894 | $473.5K | 0.00% | −13,725−8.4% | Reduced |
| GWM Advisors LLC | 122,300 | $380.4K | 0.00% | −6,073−4.7% | Reduced |
| Janney Montgomery Scott LLC | 87,247 | $277.0K | 0.00% | +4,390+5.3% | Added |
| TCG Advisory Services, LLC | 78,209 | $248.7K | 0.05% | +78,209 | New |
| Commonwealth Equity Services, LLC | 69,411 | $220.0K | 0.00% | +2,587+3.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $210.7K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 52,407 | $166.7K | 0.00% | +287+0.6% | Added |
| UBS Group AG | 50,609 | $160.9K | 0.00% | −15,309−23.2% | Reduced |
| Transcend Wealth Collective, LLC | 46,600 | $148.2K | 0.02% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 40,078 | $127.4K | 0.03% | +40,078 | New |
| Moors & Cabot, Inc. | 40,000 | $127.2K | 0.01% | +40,000 | New |
| Susquehanna International Group, LLP | 38,048 | $121.0K | 0.00% | +38,048 | New |
| Fortitude Advisory Group L.L.C. | 34,880 | $110.9K | 0.09% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 29,320 | $93.2K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 28,498 | $91.0K | 0.00% | +2,500+9.6% | Added |
| Bard Financial Services, Inc. | 21,540 | $68.5K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 20,906 | $66.0K | 0.00% | +20,906 | New |
| Dakota Wealth Management | 18,525 | $58.9K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 17,877 | $56.8K | 0.00% | −22,800−56.1% | Reduced |
| WealthTrust Axiom LLC | 17,088 | $54.3K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,336 | $48.8K | 0.01% | −497−3.1% | Reduced |
| First Foundation Advisors | 15,000 | $47.7K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $45.5K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,263 | $45.4K | 0.00% | +67+0.5% | Added |
| Change Path, LLC | 13,416 | $43.0K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,788 | $40.7K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 11,882 | $37.8K | 0.01% | +9,500+398.8% | Added |
| Advisor Group Holdings, Inc. | 11,828 | $37.6K | 0.00% | +4,836+69.2% | Added |
| Shufro Rose & Co LLC | 11,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9,022 | $28.7K | 0.00% | +9,022 | New |
| Hollencrest Capital Management | 7,617 | $24.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,448 | $20.5K | 0.00% | +250+4.0% | Added |
| The PNC Financial Services Group, Inc. | 5,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,852 | $12.2K | 0.00% | +2,371+160.1% | Added |
| Royal Bank of Canada | 3,442 | $11.0K | 0.00% | +1,277+59.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,046 | $3.33K | 0.00% | +21+2.0% | Added |
| GPS Wealth Strategies Group, LLC | 909 | $2.89K | 0.00% | +909 | New |
| Savior LLC | 452 | $1.44K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.27K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −61,299−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −35,767−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,070−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −11,859−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,974−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |