PUTNAM MASTER INTER INC TST (PIM) Institutional Ownership Changes & 13F Activity
PUTNAM MASTER INTER INC TST (PIM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Summit Financial, Llc, Envestnet Asset Management Inc, 1607 Capital Partners, Llc, Hrt Financial Lp, and Sit Investment Associates Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Sell | -121,029 | -35.3% | 221,893 | $716.71K | Q2 2026 | Sep 02, 2026 |
| Gill Capital Partners, Llc | Buy | +1,871 | +1.3% | 141,560 | $457.24K | Q2 2026 | Aug 20, 2026 |
| Hrt Financial Lp | Buy | +50,630 | — | 50,630 | $163.00K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +16,647 | — | 16,647 | $53.77K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +14,073 | — | 14,073 | $45.45K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +13,694 | — | 13,694 | $44.23K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -11,000 | -39.7% | 16,700 | $53.94K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +5,256 | +21.2% | 30,054 | $97.07K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,883 | -6.2% | 28,644 | $92.52K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -5 | -0.1% | 5,312 | $17.16K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -8,476 | -32.1% | 17,904 | $57.83K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -6,245 | -3.6% | 165,353 | $534.09K | Q2 2026 | Aug 13, 2026 |
| Summit Financial, Llc | Buy | +879,729 | — | 879,729 | $2.84M | Q2 2026 | Aug 12, 2026 |
| Sit Investment Associates Inc | Sell | -29,335 | -0.1% | 22,681,925 | $73.26M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +12,369 | +30.4% | 53,070 | $171.41K | Q2 2026 | Aug 12, 2026 |
| Elevation Point Wealth Partners, Llc | Sell | -11,000 | -39.7% | 16,700 | $53.94K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +4,000 | +6.4% | 66,500 | $214.79K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -963 | -4.5% | 20,363 | $65.77K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -404 | -0.8% | 52,620 | $169.96K | Q2 2026 | Aug 12, 2026 |
| Wealthtrust Axiom Llc | Buy | +20,500 | +17.7% | 136,500 | $440.89K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +2,850 | +11.3% | 28,159 | $90.95K | Q2 2026 | Aug 11, 2026 |
| Mezzasalma Advisors, Llc | Buy | +1,132 | +2.1% | 55,840 | $180.36K | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, Llc | Buy | +14,500 | — | 14,500 | $46.84K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +12,810 | +17.4% | 86,454 | $279.25K | Q2 2026 | Aug 07, 2026 |
| Ethos Financial Group, Llc | Sell | -1,833 | -3.9% | 44,826 | $144.79K | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +1,162 | — | 1,162 | $3.75K | Q2 2026 | Aug 07, 2026 |
| Northstar Financial Companies, Inc. | Sell | -3,134 | -21.0% | 11,811 | $38.15K | Q2 2026 | Aug 06, 2026 |
| Fifth Third Bancorp | Sell | -1,208 | -3.3% | 35,392 | $114.32K | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Sell | -361 | -0.3% | 131,784 | $426.00K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Sell | -126,236 | -49.5% | 128,858 | $416.21K | Q2 2026 | Aug 03, 2026 |
Frequently asked questions about PIM activity
Which institutional owners are buying PIM?
Institutional owners buying PIM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PIM activity?
"Buy" means an investor increased their reported position in PIM compared to the prior reporting period. This reflects growing exposure to PUTNAM MASTER INTER INC TST (PIM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PIM increasing?
Institutional interest in PIM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related PIM Institutional Insights
- PIM Overview
- PIM 13F Institutional Holders
- PIM Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PIM Insider Trading & SEC Form 4 Activity
- PIM Articles
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