CUSIP 746909100SH BEN INTPIMQ4 2025
23 filings · latest Mar 10, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Summit Financial, LLC | 592.1K | $1.98M |
| 2 | Pvg Asset Management Corp | 482.8K | $1.61M |
| 3 | 1607 Capital Partners, LLC | 342.9K | $1.15M |
| 4 | Sheets Smith Wealth Management | 241.2K | $805.7K |
| 5 | Envestnet Asset Management Inc | 226.0K | $754.9K |
| 6 | Focus Partners Wealth | 189.7K | $633.7K |
| 7 | Morgan Stanley | 172.7K | $576.7K |
| 8 | Penbrook Management LLC | 147.1K | $491.2K |
| 9 |
| 4 | Dec 1, 2025 | Sit Investment Associates, Inc. | 13D/A | 47.5% | — | SEC |
| 5 | Jun 3, 2025 | Sit Investment Associates, Inc. | 13D/A | 49.0% | — | SEC |
| 6 | Apr 10, 2025 | Sit Investment Associates, Inc. | 13D/A | 48.0% | — | SEC |
| 7 | Sep 3, 2024 | Sit Investment Associates Inc | 13D/A | 47.0% | 22.64M | SEC |
| 8 | Mar 13, 2024 | Sit Investment Associates Inc | 13D/A | 44.9% | 21.68M | SEC |
| 9 | Jan 26, 2024 | First Trust Portfolios LP | 13G/A | 0.0% | 14.5K | SEC |
| 10 | Dec 1, 2023 | Sit Investment Associates Inc | 13D/A | 42.4% | 20.60M | SEC |
See the full Schedule 13D/13G history for Putnam Master Inter Income T.
Unlock full history| Gill Capital Partners, LLC |
| 137.9K |
| $460.6K |
| 10 | Wealthtrust Axiom LLC | 108.0K | $360.7K |