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.
Q3 2025 vs. Q2 2025
How the institutions holding Franklin Master Intermediate Income Trust changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 58 | 1 | 60 | +3 |
| Shares | 27.5M | 16.7K | 28.1M | +651.6K (+2.4%) |
| Value | $92.0M | $55.9K | $96.7M | +$4.71M (+5.1%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Franklin Master Intermediate Income Trust at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sheets Smith Investment Management | 1,102,294 | $3.79M | 2.46% |
| Sheets Smith Wealth Management | 241,227 | $829.8K | 0.09% |
| Invictus Private Wealth, LLC | 76,870 | $264.4K | 0.02% |
| PVG Asset Management Corp | 38,582 | $132.7K | 0.49% |
| Thrivent Financial for Lutherans | 32,813 | $113.0K | 0.00% |
| Mount Yale Investment Advisors, LLC | 27,700 | $95.3K | 0.01% |
| Baird Financial Group, Inc. | 16,000 | $55.0K | 0.00% |
| Global Wealth Strategies & Associates | 9,220 | $31.7K | 0.01% |
| Measured Wealth Private Client Group, LLC | 2,500 | $8.60K | 0.00% |
| Highline Wealth Partners LLC | 600 | $2.06K | 0.00% |
| Financial Consulate, Inc | 200 | $688 | 0.00% |
Sold out (8)
Institutions that held Franklin Master Intermediate Income Trust at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Allspring Global Investments Holdings, LLC | 332,510 | $1.11M |
| Shaker Financial Services, LLC | 60,890 | $204.0K |
| Avantax Planning Partners, Inc. | 16,969 | $56.8K |
| WMG Financial Advisors, LLC | 16,700 | $55.9K |
| HRT Financial LP | 11,988 | $40.0K |
| Concurrent Investment Advisors, LLC | 10,620 | $35.6K |
| Raymond James Financial Inc | 7,324 | $24.5K |
| Caldwell Sutter Capital, Inc. | 1,796 | $6.02K |
Not filed for Q3 2025 yet (1)
Institutions that held Franklin Master Intermediate Income Trust at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Avantax Advisory Services, Inc. | 16,674 | $55.9K |