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FRANKLIN MASTER INTERMEDIATE INCOME TRUST hedge fund holdings

PIMNYSE
$2.97-0.02 (-0.67% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

PIM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-12.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251310$3.98M$913K54Aug 14, 2025
Q3 20252011$6.49M$3.87M60Nov 14, 2025
Q4 20251713$3.2M$5.34M59Feb 14, 2026
Q1 2026168$587K$2.3M59May 15, 2026
Q2 20261922$4.09M$1.69M57Aug 14, 2026

Quarterly action breakdown

Q2 2026
57 filers
New position
10
$3.79M+1.17M sh
Increased
9
$300K+92.8K sh
Reduced
10
-$1.14M-353K sh
Out / sold
12
-$546K-169K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Summit Financial, LLCNew Buy+$2.84M$2.84M0.03%Aug 12, 2026
Shaker Financial Services, LLCNew Buy+$710K$710K0.22%Jul 15, 2026
1607 Capital Partners, LLCReduce 35.29%-$391K$717K0.06%Aug 14, 2026
Invictus Private Wealth, LLCSell 100%-$140K$00.00%Jul 27, 2026
Sit Investment Associates IncReduce 0.13%-$94.8K$73.3M1.39%Aug 12, 2026
Integrity Advisory Solutions, LLCSell 100%-$86.8K$00.00%Jul 31, 2026
WealthTrust Axiom LLCAdded 17.67%+$66.2K$441K0.10%Aug 11, 2026
Atria Investments, IncSell 100%-$66K$00.00%Jul 28, 2026
Perigon Wealth Management, LLCNew Buy+$46.8K$46.8K0.00%Aug 7, 2026
Sheets Smith Wealth ManagementReduce 5.91%-$45.4K$724K0.07%Jul 13, 2026
WealthShield Partners, LLCSell 100%-$42.5K$00.00%Aug 12, 2026
Closed-End Fund Advisors, Inc.New Buy+$37.6K$37.6K0.04%Jul 27, 2026
Vestmark Advisory Solutions, Inc.Reduce 39.71%-$35.5K$53.9K0.00%Aug 14, 2026
Elevation Point Wealth Partners, LLCReduce 39.71%-$35.5K$53.9K0.00%Aug 12, 2026
Key Financial IncSell 100%-$31.1K$00.00%Jul 24, 2026
Global Wealth Strategies & AssociatesSell 100%-$30.1K$00.00%Jul 1, 2026
Eclectic Associates IncReduce 6.46%-$15.1K$218K0.02%Jul 7, 2026
Baird Financial Group, Inc.Added 6.40%+$12.9K$215K0.00%Aug 12, 2026
Northstar Financial Companies, Inc.Reduce 20.97%-$10.1K$38.2K0.03%Aug 6, 2026
PVG Asset Management CorpAdded 0.25%+$10K$3.99M2.30%Jul 1, 2026
Stratos Wealth Partners, LTD.Added 11.26%+$9.21K$91K0.00%Aug 11, 2026
Balefire, LLCAdded 12.28%+$8.4K$76.8K0.01%Jul 7, 2026
Gill Capital Partners, LLCAdded 1.34%+$6.04K$457K0.12%Aug 20, 2026
Ethos Financial Group, LLCReduce 3.93%-$5.92K$145K0.01%Aug 7, 2026
Tounjian Advisory Partners, LLCNew Buy+$3.75K$3.75K0.00%Aug 7, 2026
Mezzasalma Advisors, LLCAdded 2.07%+$3.66K$180K0.04%Aug 10, 2026
Oakmont Advisory Group, LLCNew Buy+$3.56K$3.56K0.00%Aug 3, 2026
Concord Wealth PartnersNew Buy+$2.26K$2.26K0.00%Jul 27, 2026
MotcoSell 100%-$1.79K$00.00%Jul 31, 2026
HUB Investment Partners, LLCReduce 0.67%-$866$128K0.00%Jul 31, 2026

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