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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.27K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 452 | $1.44K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 909 | $2.89K | 0.00% | +909 | New |
| Advisory Services Network, LLC | 1,046 | $3.33K | 0.00% | +21+2.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,442 | $11.0K | 0.00% | +1,277+59.0% | Added |
| Bank of America Corp | 3,852 | $12.2K | 0.00% | +2,371+160.1% | Added |
| The PNC Financial Services Group, Inc. | 5,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,448 | $20.5K | 0.00% | +250+4.0% | Added |
| Hollencrest Capital Management | 7,617 | $24.2K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9,022 | $28.7K | 0.00% | +9,022 | New |
| Shufro Rose & Co LLC | 11,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,828 | $37.6K | 0.00% | +4,836+69.2% | Added |
| Key Financial Inc | 11,882 | $37.8K | 0.01% | +9,500+398.8% | Added |
| Melfa Wealth Management, LLC | 12,788 | $40.7K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 13,416 | $43.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,263 | $45.4K | 0.00% | +67+0.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $45.5K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 15,000 | $47.7K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,336 | $48.8K | 0.01% | −497−3.1% | Reduced |
| WealthTrust Axiom LLC | 17,088 | $54.3K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 17,877 | $56.8K | 0.00% | −22,800−56.1% | Reduced |
| Dakota Wealth Management | 18,525 | $58.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 20,906 | $66.0K | 0.00% | +20,906 | New |
| Bard Financial Services, Inc. | 21,540 | $68.5K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 28,498 | $91.0K | 0.00% | +2,500+9.6% | Added |
| Koshinski Asset Management, Inc. | 29,320 | $93.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 34,880 | $110.9K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 38,048 | $121.0K | 0.00% | +38,048 | New |
| Moors & Cabot, Inc. | 40,000 | $127.2K | 0.01% | +40,000 | New |
| Consolidated Portfolio Review Corp | 40,078 | $127.4K | 0.03% | +40,078 | New |
| Transcend Wealth Collective, LLC | 46,600 | $148.2K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 50,609 | $160.9K | 0.00% | −15,309−23.2% | Reduced |
| LPL Financial LLC | 52,407 | $166.7K | 0.00% | +287+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $210.7K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 69,411 | $220.0K | 0.00% | +2,587+3.9% | Added |
| TCG Advisory Services, LLC | 78,209 | $248.7K | 0.05% | +78,209 | New |
| Janney Montgomery Scott LLC | 87,247 | $277.0K | 0.00% | +4,390+5.3% | Added |
| GWM Advisors LLC | 122,300 | $380.4K | 0.00% | −6,073−4.7% | Reduced |
| Morgan Stanley | 148,894 | $473.5K | 0.00% | −13,725−8.4% | Reduced |
| Penbrook Management LLC | 166,963 | $530.9K | 0.42% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 173,801 | $552.7K | 0.25% | −1,055−0.6% | Reduced |
| Shaker Financial Services, LLC | 270,565 | $866.3K | 0.38% | +159,799+144.3% | Added |
| Transform Wealth, LLC | 363,250 | $1.16M | 0.11% | +363,250 | New |
| Invesco Ltd. | 378,144 | $1.20M | 0.00% | +130,446+52.7% | Added |
| Karpus Management, Inc. | 655,680 | $2.09M | 0.07% | +4,969+0.8% | Added |
| 1607 Capital Partners, LLC | 951,911 | $3.03M | 0.21% | −29,754−3.0% | Reduced |
| Sit Investment Associates Inc | 17,930,517 | $57.0M | 1.55% | +677,134+3.9% | Added |
| 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 |