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, Q4 2024
Institutional positions in Franklin Master Intermediate Income Trust as of Dec 31, 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
- 56
- +10 vs. Q3 2024
- Shares held
- 27.3M
- +1.21M (+4.6%) vs. Q3 2024
- Total value
- $89.0M
- +$562.6K (+0.6%) vs. Q3 2024
- New holders
- 15
- 17 more added
- Sold out
- 5
- 8 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 339 | $1.10K | 0.00% | +339 | New |
| Steward Partners Investment Advisory, LLC | 400 | $1.30K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 787 | $2.57K | 0.00% | +15+1.9% | Added |
| WPG Advisers, LLC | 809 | $2.64K | 0.00% | +809 | New |
| Venturi Wealth Management, LLC | 1,076 | $3.51K | 0.00% | +1,076 | New |
| Bank of America Corp | 2,976 | $9.70K | 0.00% | +1,914+180.2% | Added |
| Hollencrest Capital Management | 3,067 | $10.0K | 0.00% | −4,550−59.7% | Reduced |
| Rothschild Investment LLC | 4,885 | $15.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,000 | $16.3K | 0.00% | +5,000 | New |
| Wells Fargo & Company | 5,339 | $17.4K | 0.00% | +10.0% | Added |
| Comerica Bank | 9,200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9,500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $32.6K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 10,000 | $32.8K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,122 | $33.2K | 0.00% | +10,122 | New |
| Gridiron Partners, LLC | 10,507 | $34.3K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,694 | $34.9K | 0.00% | +10,694 | New |
| Shufro Rose & Co LLC | 11,000 | $35.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,185 | $36.5K | 0.00% | +11,185 | New |
| WealthTrust Axiom LLC | 13,589 | $44.3K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,000 | $45.6K | 0.00% | −1,320−8.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $46.6K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,149 | $52.6K | 0.00% | +287+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,278 | $56.0K | 0.00% | +17,278 | New |
| Stratos Wealth Partners, LTD. | 19,057 | $62.1K | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 19,700 | $64.2K | 0.03% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 20,245 | $66.0K | 0.06% | +20,245 | New |
| Coldstream Capital Management Inc | 20,808 | $67.8K | 0.00% | +407+2.0% | Added |
| Bard Financial Services, Inc. | 21,540 | $70.2K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 26,200 | $85.4K | 0.01% | −21,000−44.5% | Reduced |
| Susquehanna International Group, LLP | 31,632 | $103.1K | 0.00% | +31,632 | New |
| UBS Group AG | 40,588 | $132.3K | 0.00% | +7,700+23.4% | Added |
| TCG Advisory Services, LLC | 41,257 | $134.5K | 0.01% | +151+0.4% | Added |
| Stifel Financial Corp | 43,479 | $141.7K | 0.00% | +357+0.8% | Added |
| PVG Asset Management Corp | 46,087 | $150.2K | 0.71% | +46,087 | New |
| LPL Financial LLC | 50,777 | $165.5K | 0.00% | +3,948+8.4% | Added |
| Fortitude Advisory Group L.L.C. | 52,819 | $172.2K | 0.10% | +4,464+9.2% | Added |
| Advisor Group Holdings, Inc. | 58,146 | $189.6K | 0.00% | +50,163+628.4% | Added |
| Mezzasalma Advisors, LLC | 59,134 | $192.8K | 0.06% | +59,134 | New |
| Commonwealth Equity Services, LLC | 62,292 | $203.0K | 0.00% | +228+0.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $216.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 72,461 | $236.2K | 0.00% | +72,461 | New |
| Melfa Wealth Management, LLC | 81,613 | $266.1K | 0.18% | +7,500+10.1% | Added |
| Royal Bank of Canada | 83,576 | $272.0K | 0.00% | −2,223−2.6% | Reduced |
| GWM Advisors LLC | 107,750 | $351.3K | 0.00% | −8,117−7.0% | Reduced |
| Shaker Financial Services, LLC | 135,437 | $444.6K | 0.17% | +241+0.2% | Added |
| Penbrook Management LLC | 148,763 | $485.0K | 0.33% | 00.0% | Unchanged |
| Transform Wealth, LLC | 169,225 | $555.4K | 0.03% | +169,225 | New |
| Gill Capital Partners, LLC | 174,787 | $569.8K | 0.20% | −4,712−2.6% | Reduced |
| Morgan Stanley | 192,145 | $626.4K | 0.00% | −4,593−2.3% | Reduced |
| Essential Planning, LLC. | 205,205 | $676.2K | 0.00% | +205,205 | New |
| Consolidated Portfolio Review Corp | 292,786 | $954.5K | 0.15% | +26,024+9.8% | Added |
| Allspring Global Investments Holdings, LLC | 715,346 | $2.33M | 0.00% | −11,258−1.5% | Reduced |
| 1607 Capital Partners, LLC | 1,065,778 | $3.47M | 0.28% | +486,262+83.9% | Added |
| Sit Investment Associates Inc | 22,984,308 | $74.9M | 1.70% | +223,036+1.0% | Added |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −153,034−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −19,115−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −17,845−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,839−100.0% | Sold out |