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Disclosery

PIM FRANKLIN MASTER INTER INCOME

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CEF (common), issuer CIK 830622

57 managers (57 13F filers) reported a position in PIM shares at 2024-12-31, 27,301,915 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
57
13F filers
57
New
13
Added
17
Reduced
8
Sold out
5
Shares held by filers
27,301,915

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC22,984,308$74.9M1.7%+223,03613F-HRTimelineGroup
1607 Capital Partners, LLC1,065,778$3.47M0.28%+486,26213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …715,346$2.33M<0.01%-11,25813F-HRTimelineGroup
Consolidated Portfolio Review Corp292,786$954K0.15%+26,02413F-HRTimeline
Essential Planning, LLC.205,205$676K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY192,145$626K<0.01%-4,59313F-HR/ATimelineGroup
GILL CAPITAL PARTNERS, LLC174,787$570K0.2%-4,71213F-HRTimeline
Transform Wealth, LLC169,225$555K0.03%new13F-HRTimeline
Penbrook Management LLC148,763$485K0.33%013F-HRTimeline
Shaker Financial Services, LLC135,437$445K0.17%+24113F-HRTimeline
NewEdge Advisors, LLC107,750$351K<0.01%-8,11713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA83,576$272K<0.01%-2,22313F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.81,613$266K0.18%+7,50013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC72,461$236K<0.01%new13F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC66,272$216K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC62,292$203K<0.01%+22813F-HRTimeline
Mezzasalma Advisors, LLC59,134$193K0.06%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,146$190K<0.01%+50,16313F-HR/ATimelineGroup
Fortitude Advisory Group L.L.C.52,819$172K0.1%+4,46413F-HRTimeline
LPL Financial LLC50,777$166K<0.01%+3,94813F-HRTimeline
PVG ASSET MANAGEMENT CORP46,087$150K0.71%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,479$142K<0.01%+35713F-HRTimelineGroup
HUB Investment Partners, LLC41,257$134K0.01%+15113F-HRTimeline
UBS Group AGin group UBS Group AG40,588$132K<0.01%+7,70013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,632$103K<0.01%new13F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC26,200$85.4K0.01%-21,00013F-HRTimeline
Bard Financial Services, Inc.21,540$70.2K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,808$67.8K<0.01%+40713F-HRTimeline
Northstar Financial Companies, Inc.20,245$66K0.06%13F-HRTimeline
WMG Financial Advisors, LLC19,700$64.2K0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,057$62.1K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,278$56K<0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,149$52.6K<0.01%+28713F-HRTimeline
Graves Light Lenhart Wealth, Inc.14,300$46.6K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.14,000$45.6K<0.01%-1,32013F-HRTimeline
WealthTrust Axiom LLC13,589$44.3K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,185$36.5K<0.01%new13F-HRTimelineGroup
SHUFRO ROSE & CO LLC11,000$35.9K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,694$34.9K<0.01%new13F-HRTimelineGroup
Gridiron Partners, LLC10,507$34.3K0.02%013F-HRTimeline
Chicago Partners Investment Group LLC10,122$33.2K<0.01%new13F-HRTimeline
WealthShield Partners, LLC10,000$32.8K<0.01%013F-HRTimeline
Moors & Cabot, Inc.10,000$32.6K<0.01%013F-HRTimeline
Key Financial Inc9,500$31K0.01%013F-HRTimeline
COMERICA BANK9,200$30K<0.01%013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,339$17.4K<0.01%+113F-HRTimelineGroup
MAI Capital Management5,000$16.3K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,885$15.9K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,067$10K<0.01%-4,55013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,976$9.7K<0.01%+1,91413F-HRTimelineGroup
Venturi Wealth Management, LLC1,076$3.51K<0.01%new13F-HRTimeline
WPG Advisers, LLC809$2.64K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC787$2.57K<0.01%+1513F-HRTimeline
Steward Partners Investment Advisory, L…400$1.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.339$1.1K<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC500$1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 23,203,176 PIM shares, 48.2% of the class, as of 2026-09-29, in a 13G/A filed 2026-10-01. 0000769317-26-000026

    Accepted , ingested