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, Q3 2023
Institutional positions in Franklin Master Intermediate Income Trust as of Sep 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
- 53
- +1 vs. Q2 2023
- Shares held
- 24.9M
- +1.03M (+4.3%) vs. Q2 2023
- Total value
- $75.2M
- −$244.9K (−0.3%) vs. Q2 2023
- New holders
- 5
- 14 more added
- Sold out
- 4
- 13 more reduced
Compare with Q2 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 186 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.21K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 452 | $1.36K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 947 | $2.86K | 0.00% | +19+2.0% | Added |
| Bank of America Corp | 1,062 | $3.21K | 0.00% | −877−45.2% | Reduced |
| Royal Bank of Canada | 2,165 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | $9.00K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 3,000 | $9.06K | 0.00% | +3,000 | New |
| The PNC Financial Services Group, Inc. | 5,132 | $15.5K | 0.00% | +132+2.6% | Added |
| Wells Fargo & Company | 6,198 | $18.7K | 0.00% | −250−3.9% | Reduced |
| Hollencrest Capital Management | 7,617 | $23.0K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $33.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 11,882 | $35.9K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,798 | $38.6K | 0.01% | +12,798 | New |
| Advisor Group Holdings, Inc. | 13,539 | $40.9K | 0.00% | +7,019+107.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $43.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,585 | $44.0K | 0.00% | +173+1.2% | Added |
| First Foundation Advisors | 15,000 | $45.3K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 15,088 | $45.6K | 0.02% | −2,000−11.7% | Reduced |
| Koshinski Asset Management, Inc. | 15,320 | $46.3K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 18,525 | $55.9K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 19,246 | $58.5K | 0.03% | −79,741−80.6% | Reduced |
| Jane Street Group, LLC | 20,332 | $61.4K | 0.00% | +20,332 | New |
| Bard Financial Services, Inc. | 21,540 | $65.1K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,312 | $68.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 24,400 | $73.7K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 24,872 | $75.1K | 0.01% | +24,872 | New |
| Susquehanna International Group, LLP | 32,059 | $96.8K | 0.00% | +11,784+58.1% | Added |
| Fortitude Advisory Group L.L.C. | 34,880 | $105.3K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 38,854 | $117.3K | 0.00% | −3,586−8.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 39,670 | $119.8K | 0.05% | −149,142−79.0% | Reduced |
| Transcend Wealth Collective, LLC | 46,600 | $140.7K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 50,391 | $152.2K | 0.00% | −949−1.8% | Reduced |
| Clough Capital Partners L P | 61,400 | $185.4K | 0.02% | −24,500−28.5% | Reduced |
| Commonwealth Equity Services, LLC | 65,480 | $198.0K | 0.00% | −4,826−6.9% | Reduced |
| Moors & Cabot, Inc. | 66,000 | $199.3K | 0.01% | +15,500+30.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $200.1K | 0.02% | 00.0% | Unchanged |
| Financial Counselors Inc | 75,730 | $228.7K | 0.00% | +75,730 | New |
| TCG Advisory Services, LLC | 78,658 | $237.5K | 0.04% | +449+0.6% | Added |
| Melfa Wealth Management, LLC | 81,054 | $244.8K | 0.27% | +68,266+533.8% | Added |
| Janney Montgomery Scott LLC | 91,970 | $278.0K | 0.00% | +313+0.3% | Added |
| GWM Advisors LLC | 96,900 | $292.6K | 0.00% | −31,700−24.7% | Reduced |
| Consolidated Portfolio Review Corp | 128,269 | $387.4K | 0.09% | +87,744+216.5% | Added |
| Penbrook Management LLC | 166,963 | $504.2K | 0.37% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 173,415 | $523.7K | 0.23% | +230.0% | Added |
| Morgan Stanley | 193,264 | $583.7K | 0.00% | +29,092+17.7% | Added |
| Transform Wealth, LLC | 195,225 | $593.9K | 0.06% | −168,025−46.3% | Reduced |
| Invesco Ltd. | 282,610 | $853.5K | 0.00% | −103,205−26.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 573,565 | $1.73M | 0.00% | +147,196+34.5% | Added |
| Karpus Management, Inc. | 854,841 | $2.58M | 0.09% | −3,450−0.4% | Reduced |
| 1607 Capital Partners, LLC | 1,215,005 | $3.67M | 0.28% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 19,888,530 | $60.1M | 1.65% | +1,342,000+7.2% | Added |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −221,052−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −13,416−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |