13F Insight
DOSSIER · 13F Holders · Q3 2025Defensive growthQuality
PIM

PUTNAM MASTER INTER INCOME T

66 institutions still hold PUTNAM MASTER INTER INCOME T as of Q3 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 746909100·66 13F holders·last filed Sep 30, 2025
Market cap
—
▲ 1.9%
vs prior quarter
13F value held
$13M
46.0% inst. owned
of float
Holders
66
+124 QoQ
filers reporting
Activity
+49 / −45
+871 added · −775 reduced
this quarter
Concentration
28.72%
Sheets Smith Investment Management #1
top holder share
AI Holders Summary · Q3 2025

66 institutions reported PIM in Q3 2025. Sheets Smith Investment Management leads at 28.7% of the visible book. +124 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sheets Smith Investment Management
CIK 0001785199
$4M1.1M2.46%Q3 202502
PVG ASSET MANAGEMENT CORP
CIK 0000820434
$2M483K3.43%Q4 202503
1607 Capital Partners, LLC
CIK 0001436866
$1M343K0.08%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$834,157255K0.00%Q1 202605
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$778,535238K0.09%Q1 202606
Focus Partners Wealth
CIK 0001542153
$633,000190K0.00%Q4 202507
Transform Wealth, LLC
CIK 0001682266
$561,827169K0.03%Q1 202508
MORGAN STANLEY
CIK 0000895421
$561,128172K0.00%Q1 202609
Penbrook Management LLC
CIK 0001381055
$480,896147K0.36%Q1 202610
GILL CAPITAL PARTNERS, LLC
CIK 0000729563
$456,783140K0.13%Q1 202611
WealthTrust Axiom LLC
CIK 0001425949
$379,320116K0.09%Q1 202612
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$264,62581K0.15%Q1 202613
LPL Financial LLC
CIK 0001403438
$240,81774K0.00%Q1 202614
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$235,77072K0.03%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$225,00069K0.00%Q1 202616
Sheaff Brock Investment Advisors, LLC
CIK 0001666789
$220,02466K0.02%Q1 202517
Allworth Financial LP
CIK 0001555170
$216,71066K0.00%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$207,04063K0.00%Q1 202619
Baird Financial Group, Inc.
CIK 0001648711
$204,37563K0.00%Q1 202620
Mezzasalma Advisors, LLC
CIK 0001864916
$178,89555K0.05%Q1 2026
Page 1 of 4
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