Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Putnam Master Intermediate Income Trust termasuk 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 pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
