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 2024
Institutional positions in Franklin Master Intermediate Income Trust as of Jun 30, 2024. 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
- 48
- +2 vs. Q1 2024
- Shares held
- 26.0M
- −274.2K (−1.0%) vs. Q1 2024
- Total value
- $83.7M
- −$206.9K (−0.2%) vs. Q1 2024
- New holders
- 7
- 15 more added
- Sold out
- 5
- 9 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 400 | $1.29K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 756 | $2.44K | 0.00% | +15+2.0% | Added |
| Bank of America Corp | 3,463 | $11.2K | 0.00% | +50+1.5% | Added |
| Rothschild Investment LLC | 4,885 | $15.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,140 | $16.6K | 0.00% | −27−0.5% | Reduced |
| Hollencrest Capital Management | 7,617 | $24.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,983 | $25.8K | 0.00% | −2,406−23.2% | Reduced |
| Key Financial Inc | 9,500 | $30.6K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $32.3K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 10,000 | $32.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,324 | $33.3K | 0.00% | +10,324 | New |
| Gridiron Partners, LLC | 10,507 | $33.9K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $35.5K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 13,589 | $43.8K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $46.3K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 15,320 | $49.8K | 0.00% | +15,320 | New |
| Avantax Advisory Services, Inc. | 15,577 | $50.2K | 0.00% | +289+1.9% | Added |
| Royal Bank of Canada | 16,278 | $52.0K | 0.00% | +8,575+111.3% | Added |
| Stratos Wealth Partners, LTD. | 16,550 | $53.4K | 0.00% | +16,550 | New |
| Susquehanna International Group, LLP | 17,613 | $56.8K | 0.00% | +17,613 | New |
| Dakota Wealth Management | 18,525 | $59.7K | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 19,700 | $63.5K | 0.03% | +19,700 | New |
| Coldstream Capital Management Inc | 20,000 | $64.5K | 0.00% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 21,540 | $69.5K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 24,000 | $77.0K | 0.02% | +24,000 | New |
| Cetera Investment Advisers | 31,392 | $101.2K | 0.00% | +31,392 | New |
| Fortitude Advisory Group L.L.C. | 34,880 | $112.5K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 35,982 | $116.0K | 0.00% | −2,600−6.7% | Reduced |
| Transcend Wealth Collective, LLC | 47,200 | $152.2K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 47,579 | $153.4K | 0.00% | −735−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 64,199 | $207.0K | 0.00% | −1,749−2.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $213.7K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 68,756 | $221.7K | 0.02% | +19,849+40.6% | Added |
| Melfa Wealth Management, LLC | 74,113 | $239.0K | 0.17% | +79+0.1% | Added |
| TCG Advisory Services, LLC | 79,275 | $255.7K | 0.01% | +351+0.4% | Added |
| GWM Advisors LLC | 119,684 | $386.0K | 0.00% | −5,216−4.2% | Reduced |
| Flow State Investments, L.P. | 120,008 | $387.0K | 0.12% | +50,000+71.4% | Added |
| Wells Fargo & Company | 137,389 | $443.1K | 0.00% | +129,453+1,631.2% | Added |
| Penbrook Management LLC | 149,963 | $483.6K | 0.30% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 157,707 | $509.0K | 0.00% | +58,460+58.9% | Added |
| Gill Capital Partners, LLC | 179,171 | $577.8K | 0.22% | +1,326+0.7% | Added |
| Morgan Stanley | 196,222 | $632.8K | 0.00% | +9,072+4.8% | Added |
| Shaker Financial Services, LLC | 237,727 | $771.9K | 0.31% | +191,369+412.8% | Added |
| Consolidated Portfolio Review Corp | 252,041 | $812.8K | 0.19% | +11,882+4.9% | Added |
| 1607 Capital Partners, LLC | 594,316 | $1.92M | 0.17% | −45,736−7.1% | Reduced |
| Karpus Management, Inc. | 780,209 | $2.52M | 0.07% | −46,702−5.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 812,604 | $2.62M | 0.00% | +69,175+9.3% | Added |
| Sit Investment Associates Inc | 21,361,682 | $68.9M | 1.59% | −545,305−2.5% | Reduced |
| PFG Investments, LLC | 0 | $0 | 0.00% | −240,159−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −65,810−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |