Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Putnam Master Intermediate Income Trust meliputi Kovitz Investment Group Partners, LLC, Summit Financial, LLC, Weaver Consulting Group, Avantax Planning Partners, Inc., VisionPoint Advisory Group, LLC, Raymond James Financial Inc, dan Global Retirement Partners, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 59,520 | 1.99 | 199 | 3.11 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 824 | 1.98 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 66,272 | 222 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7,324 | 25 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10,531 | 1.32 | 35 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,674 | 1.99 | 56 | 1.85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11,988 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62,844 | 0.38 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 16,969 | 57 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 649 | 2 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 33,120 | 111 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 363,197 | 10.29 | 1,217 | 11.25 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 51,000 | 88.89 | 171 | 91.01 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 135,169 | 0.26 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 32,500 | 109 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 91,390 | 81.23 | 306 | 83.23 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 41,449 | 0.12 | 139 | 0.73 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21,793 | 1.99 | 73 | 4.29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,542 | 19.02 | 12 | 22.22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20,181 | 5.90 | 68 | 6.35 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 169,225 | 567 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10,500 | 35 | ||||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 23,638,204 | 2.44 | 79 | 3.95 |
