PIM — Putnam Mstr Intmdt Incom

Ownership history in Summit Financial, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in Putnam Mstr Intmdt Incom (PIM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q4)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 592,051 +398,831 +206.4% 0.03% $2.0M $3.30
2025 Q3 ADDED 193,220 +160,100 +483.4% 0.01% $665K $3.33
2025 Q2 INITIATED 33,120 — — 0.00% $111K $3.18
% of Fund (quarterly)    PIM price (monthly, adj. close)

Other funds also holding PIM

As of 2025 Q4 — sorted by position size

PVG ASSET MANAGEMENT CORP 3Y 7Y 3.43% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 1.52% Penbrook Management LLC 3Y 7Y 0.34% MELFA WEALTH MANAGEMENT, INC. 3Y 0.16% GILL CAPITAL PARTNERS, LLC 3Y 0.14% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.09% 1607 Capital Partners, LLC 3Y 7Y 0.08% Fortitude Advisory Group L.L.C. 3Y 0.07% Mezzasalma Advisors, LLC 3Y 0.04% Weaver Consulting Group 3Y 0.03%
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