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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, Q2 2023

Institutional positions in Franklin Master Intermediate Income Trust as of Jun 30, 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
52
+3 vs. Q1 2023
Shares held
23.9M
+1.80M (+8.1%) vs. Q1 2023
Total value
$75.5M
+$5.24M (+7.5%) vs. Q1 2023
New holders
8
12 more added
Sold out
5
10 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 52 institutions
Q1 2021: 55 institutionsQ2 2021: 48 institutionsQ3 2021: 41 institutionsQ4 2021: 49 institutionsQ1 2022: 44 institutionsQ2 2022: 48 institutionsQ3 2022: 44 institutionsQ4 2022: 49 institutionsQ1 2023: 49 institutionsQ2 2023: 52 institutionsQ3 2023: 53 institutionsQ4 2023: 54 institutionsQ1 2024: 46 institutionsQ2 2024: 48 institutionsQ3 2024: 46 institutionsQ4 2024: 56 institutionsQ1 2025: 58 institutionsQ2 2025: 58 institutionsQ3 2025: 60 institutionsQ4 2025: 60 institutionsQ1 2026: 59 institutionsQ2 2026: 59 institutions
Value heldQ2 2023: $75.5M
Q1 2021: $72.4MQ2 2021: $69.9MQ3 2021: $67.4MQ4 2021: $68.9MQ1 2022: $65.3MQ2 2022: $65.2MQ3 2022: $66.4MQ4 2022: $66.3MQ1 2023: $70.2MQ2 2023: $75.5MQ3 2023: $75.2MQ4 2023: $82.3MQ1 2024: $83.9MQ2 2024: $83.7MQ3 2024: $88.5MQ4 2024: $89.0MQ1 2025: $90.8MQ2 2025: $92.0MQ3 2025: $96.7MQ4 2025: $89.3MQ1 2026: $88.2MQ2 2026: $89.6M
Institutions holding PIM and their total value by quarter
QuarterHoldersValue
Q2 202659$89.6M
Q1 202659$88.2M
Q4 202560$89.3M
Q3 202560$96.7M
Q2 202558$92.0M
Q1 202558$90.8M
Q4 202456$89.0M
Q3 202446$88.5M
Q2 202448$83.7M
Q1 202446$83.9M
Q4 202354$82.3M
Q3 202353$75.2M
Q2 202352$75.5M
Q1 202349$70.2M
Q4 202249$66.3M
Q3 202244$66.4M
Q2 202248$65.2M
Q1 202244$65.3M
Q4 202149$68.9M
Q3 202141$67.4M
Q2 202148$69.9M
Q1 202155$72.4M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q1 2023.

Institutions holding PIM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$30.00%+1New
FNY Investment Advisers, LLC500$1.00K0.00%00.0%Unchanged
CWM, LLC186$1.00K0.00%+186New
Steward Partners Investment Advisory, LLC400$1.26K0.00%00.0%Unchanged
Savior LLC452$1.43K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC928$2.93K0.00%+19+2.1%Added
Bank of America Corp1,939$6.13K0.00%−1,913−49.7%Reduced
Royal Bank of Canada2,165$7.00K0.00%−1,277−37.1%Reduced
Farmers & Merchants Trust Co of Chambersburg PA3,000$9.00K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.5,000$15.8K0.00%00.0%Unchanged
Wells Fargo & Company6,448$20.4K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.6,520$20.6K0.00%−5,308−44.9%Reduced
Hollencrest Capital Management7,617$24.1K0.00%00.0%Unchanged
Shufro Rose & Co LLC11,000$34.8K0.00%00.0%Unchanged
Key Financial Inc11,882$37.5K0.01%00.0%Unchanged
Melfa Wealth Management, LLC12,788$40.4K0.04%00.0%Unchanged
Perigon Wealth Management, LLC13,000$41.1K0.00%+13,000New
Change Path, LLC13,416$42.0K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.14,300$45.2K0.01%00.0%Unchanged
Avantax Advisory Services, Inc.14,412$45.5K0.00%+149+1.0%Added
First Foundation Advisors15,000$47.4K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.15,320$48.4K0.01%−14,000−47.7%Reduced
WealthTrust Axiom LLC17,088$54.0K0.02%00.0%Unchanged
Dakota Wealth Management18,525$58.5K0.00%00.0%Unchanged
Susquehanna International Group, LLP20,275$64.1K0.00%−17,773−46.7%Reduced
Bard Financial Services, Inc.21,540$68.1K0.01%00.0%Unchanged
HighTower Advisors, LLC22,312$70.0K0.00%−6,186−21.7%Reduced
Quarry LP24,400$77.1K0.05%+24,400New
Fortitude Advisory Group L.L.C.34,880$110.2K0.08%00.0%Unchanged
Consolidated Portfolio Review Corp40,525$128.1K0.03%+447+1.1%Added
UBS Group AG42,440$134.1K0.00%−8,169−16.1%Reduced
Transcend Wealth Collective, LLC46,600$147.3K0.01%00.0%Unchanged
Moors & Cabot, Inc.50,500$159.6K0.01%+10,500+26.3%Added
LPL Financial LLC51,340$162.2K0.00%−1,067−2.0%Reduced
Sheaff Brock Investment Advisors, LLC66,272$209.4K0.02%00.0%Unchanged
Commonwealth Equity Services, LLC70,306$222.0K0.00%+895+1.3%Added
TCG Advisory Services, LLC78,209$247.1K0.04%00.0%Unchanged
Clough Capital Partners L P85,900$271.4K0.03%+85,900New
Janney Montgomery Scott LLC91,657$290.0K0.00%+4,410+5.1%Added
Shaker Financial Services, LLC98,987$314.7K0.14%−171,578−63.4%Reduced
GWM Advisors LLC128,600$406.4K0.00%+6,300+5.2%Added
Morgan Stanley164,172$518.8K0.00%+15,278+10.3%Added
Penbrook Management LLC166,963$527.6K0.38%00.0%Unchanged
Gill Capital Partners, LLC173,392$547.9K0.23%−409−0.2%Reduced
Thomas J. Herzfeld Advisors, Inc.188,812$596.6K0.24%+188,812New
Envestnet Asset Management Inc221,052$698.5K0.00%+221,052New
Transform Wealth, LLC363,250$1.16M0.10%00.0%Unchanged
Invesco Ltd.385,815$1.22M0.00%+7,671+2.0%Added
Allspring Global Investments Holdings, LLC426,369$1.35M0.00%+426,369New
Karpus Management, Inc.858,291$2.71M0.09%+202,611+30.9%Added
1607 Capital Partners, LLC1,215,005$3.84M0.28%+263,094+27.6%Added
Sit Investment Associates Inc18,546,530$58.6M1.53%+616,013+3.4%Added
JPMorgan Chase & Co0$00.00%−20,906−100.0%Sold out
Raymond James & Associates0$00.00%−17,877−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−15,336−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−9,022−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,046−100.0%Sold out