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 2025
Institutional positions in Franklin Master Intermediate Income Trust as of Mar 31, 2025. 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
- 58
- +2 vs. Q4 2024
- Shares held
- 27.3M
- +45.1K (+0.2%) vs. Q4 2024
- Total value
- $90.8M
- +$1.77M (+2.0%) vs. Q4 2024
- New holders
- 7
- 17 more added
- Sold out
- 5
- 11 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 339 | $1.13K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.33K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 808 | $2.68K | 0.00% | +21+2.7% | Added |
| Caldwell Sutter Capital, Inc. | 1,796 | $5.96K | 0.00% | +1,796 | New |
| Bank of America Corp | 2,976 | $9.88K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,067 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,885 | $16.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,340 | $17.7K | 0.00% | +10.0% | Added |
| Comerica Bank | 9,200 | $30.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9,500 | $31.5K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 10,000 | $33.2K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $33.2K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,394 | $34.7K | 0.00% | +272+2.7% | Added |
| Gridiron Partners, LLC | 10,507 | $34.9K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,620 | $35.3K | 0.00% | +10,620 | New |
| Shufro Rose & Co LLC | 11,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 11,250 | $37.4K | 0.00% | +11,250 | New |
| Cetera Investment Advisers | 12,815 | $42.5K | 0.00% | +12,815 | New |
| Koshinski Asset Management, Inc. | 14,000 | $46.5K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $47.5K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,348 | $54.3K | 0.00% | +199+1.2% | Added |
| Stratos Wealth Partners, LTD. | 19,057 | $63.3K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, LLC | 19,690 | $65.0K | 0.04% | +19,690 | New |
| WMG Financial Advisors, LLC | 19,700 | $65.4K | 0.03% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 20,245 | $67.2K | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 20,860 | $69.3K | 0.00% | +9,675+86.5% | Added |
| Coldstream Capital Management Inc | 21,367 | $70.9K | 0.00% | +559+2.7% | Added |
| Bard Financial Services, Inc. | 21,540 | $71.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,660 | $75.2K | 0.00% | −35,486−61.0% | Reduced |
| UBS Group AG | 25,369 | $84.2K | 0.00% | −15,219−37.5% | Reduced |
| Transcend Wealth Collective, LLC | 26,200 | $87.0K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 27,000 | $89.6K | 0.03% | +13,411+98.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,474 | $124.0K | 0.00% | +20,196+116.9% | Added |
| Susquehanna International Group, LLP | 40,428 | $134.2K | 0.00% | +8,796+27.8% | Added |
| TCG Advisory Services, LLC | 41,398 | $137.4K | 0.01% | +141+0.3% | Added |
| Stifel Financial Corp | 43,620 | $144.8K | 0.00% | +141+0.3% | Added |
| PVG Asset Management Corp | 47,072 | $156.3K | 0.68% | +985+2.1% | Added |
| LPL Financial LLC | 50,427 | $167.4K | 0.00% | −350−0.7% | Reduced |
| Ethos Financial Group, LLC | 50,907 | $169.0K | 0.02% | +50,907 | New |
| Fortitude Advisory Group L.L.C. | 52,819 | $172.2K | 0.12% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 58,357 | $193.7K | 0.07% | −777−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 62,605 | $208.0K | 0.00% | +313+0.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $220.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 70,920 | $236.0K | 0.00% | −12,656−15.1% | Reduced |
| Melfa Wealth Management, LLC | 81,613 | $271.0K | 0.18% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 81,687 | $271.2K | 0.00% | +9,226+12.7% | Added |
| GWM Advisors LLC | 84,164 | $279.4K | 0.00% | −23,586−21.9% | Reduced |
| Shaker Financial Services, LLC | 120,489 | $400.0K | 0.16% | −14,948−11.0% | Reduced |
| Janney Montgomery Scott LLC | 134,822 | $448.0K | 0.00% | +134,822 | New |
| Penbrook Management LLC | 148,163 | $491.9K | 0.37% | −600−0.4% | Reduced |
| Gill Capital Partners, LLC | 167,882 | $557.4K | 0.19% | −6,905−4.0% | Reduced |
| Transform Wealth, LLC | 169,225 | $561.8K | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 192,444 | $638.9K | 0.00% | +299+0.2% | Added |
| Consolidated Portfolio Review Corp | 329,319 | $1.09M | 0.18% | +36,533+12.5% | Added |
| Allspring Global Investments Holdings, LLC | 692,346 | $2.30M | 0.00% | −23,000−3.2% | Reduced |
| 1607 Capital Partners, LLC | 1,029,067 | $3.42M | 0.28% | −36,711−3.4% | Reduced |
| Sit Investment Associates Inc | 23,075,285 | $76.6M | 1.80% | +90,977+0.4% | Added |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −205,205−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,694−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,076−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |