Welcome to our dedicated page for Putnam Master Intermediate Income SEC filings (Ticker: PIM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
putnam investments is a global money management firm with 75 years of investment experience. our broad range of investment products includes advisor-sold mutual funds; 401(k)s, iras, and other retirement plans; variable annuities; and institutional portfolios. putnam 529 for america is sponsored by the state of nevada, acting through the trustees of the college savings plans of nevada and the nevada college savings trust fund. anyone may invest in the plan and use the proceeds to attend school in any state. before investing, consider whether your state's plan or that of your beneficiary offers state tax and other benefits not available through putnam 529 for america. if you withdraw money for something other than qualified higher education expenses, you will owe federal income tax and may face a 10% federal tax penalty on earnings. consult your tax advisor. putnam retail management, principal underwriter and distributor. putnam investment management, investment manager. for important dSit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC filed Amendment No. 7 to report their beneficial ownership in Putnam Master Intermediate Income Trust. They state that client accounts managed by these firms hold 22,344,471 common shares, representing 46.4% of the trust’s outstanding shares, based on 48,184,341 shares outstanding as of September 30, 2025.
The Sit entities report shared power to vote and dispose of these shares, with no sole voting or dispositive power. The filing notes that none of the directors or executive officers of Sit Investment Associates or Sit Fixed Income Advisors own the shares directly; instead, the economic benefits, including dividends and any sale proceeds, belong to their underlying clients.
Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC filed Amendment No. 6 to their Schedule 13D for Putnam Master Intermediate Income Trust, updating their reported ownership of the fund’s common stock. Based on 48,184,341 shares outstanding as of September 30, 2025, they report beneficial ownership of 22,902,513 shares, representing 47.5% of the trust’s outstanding common shares.
The Sit entities report shared voting and dispositive power over these shares, which are held in client accounts, while their directors and executive officers do not directly own shares. Clients retain the right to receive dividends and sale proceeds from the shares held for their accounts. Recent transactions in the shares over the last 60 days are listed in an exhibit.