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Disclosery

PIM FRANKLIN MASTER INTER INCOME

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CEF (fund), issuer CIK 830622

59 managers (59 13F filers) reported a position in PIM shares at 2025-03-31, 27,347,038 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
59
13F filers
59
New
7
Added
17
Reduced
11
Sold out
5
Shares held by filers
27,347,038

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC23,075,285$76.6M1.8%+90,97713F-HRTimelineGroup
1607 Capital Partners, LLC1,029,067$3.42M0.28%-36,71113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …692,346$2.3M<0.01%-23,00013F-HRTimelineGroup
Consolidated Portfolio Review Corp329,319$1.09M0.18%+36,53313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY192,444$639K<0.01%+29913F-HRTimelineGroup
Transform Wealth, LLC169,225$562K0.03%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC167,882$557K0.19%-6,90513F-HRTimeline
Penbrook Management LLC148,163$492K0.37%-60013F-HRTimeline
Janney Montgomery Scott LLC134,822$448K<0.01%new13F-HRTimeline
Shaker Financial Services, LLC120,489$400K0.16%-14,94813F-HRTimeline
NewEdge Advisors, LLC84,164$279K<0.01%-23,58613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC81,687$271K<0.01%+9,22613F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.81,613$271K0.18%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,920$236K<0.01%-12,65613F-HR/ATimelineGroup
Sheaff Brock Investment Advisors, LLC66,272$220K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC62,605$208K<0.01%+31313F-HRTimeline
Mezzasalma Advisors, LLC58,357$194K0.07%-77713F-HRTimeline
Fortitude Advisory Group L.L.C.52,819$172K0.12%013F-HRTimeline
Ethos Financial Group, LLC50,907$169K0.02%new13F-HRTimeline
LPL Financial LLC50,427$167K<0.01%-35013F-HRTimeline
PVG ASSET MANAGEMENT CORP47,072$156K0.68%+98513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,620$145K<0.01%+14113F-HRTimelineGroup
HUB Investment Partners, LLC41,398$137K0.01%+14113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,428$134K<0.01%+8,79613F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,474$124K<0.01%+20,19613F-HRTimeline
WealthTrust Axiom LLC27,000$89.6K0.03%+13,41113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC26,200$87K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG25,369$84.2K<0.01%-15,21913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,660$75.2K<0.01%-35,48613F-HRTimelineGroup
Bard Financial Services, Inc.21,540$71.5K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC21,367$70.9K<0.01%+55913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,860$69.3K<0.01%+9,67513F-HRTimelineGroup
Northstar Financial Companies, Inc.20,245$67.2K0.07%013F-HRTimeline
WMG Financial Advisors, LLC19,700$65.4K0.03%013F-HRTimeline
Integrated Capital Management, LLC19,690$65K0.04%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,057$63.3K<0.01%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.16,348$54.3K<0.01%+19913F-HRTimeline
Graves Light Lenhart Wealth, Inc.14,300$47.5K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.14,000$46.5K<0.01%013F-HRTimeline
Cetera Investment Advisers12,815$42.5K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC11,250$37.4K<0.01%new13F-HRTimeline
SHUFRO ROSE & CO LLC11,000$36.5K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,620$35.3K<0.01%new13F-HRTimelineGroup
Gridiron Partners, LLC10,507$34.9K0.02%013F-HRTimeline
Chicago Partners Investment Group LLC10,394$34.7K<0.01%+27213F-HRTimeline
Moors & Cabot, Inc.10,000$33.2K<0.01%013F-HRTimeline
WealthShield Partners, LLC10,000$33.2K<0.01%013F-HRTimeline
Key Financial Inc9,500$31.5K0.01%013F-HRTimeline
COMERICA BANK9,200$30.5K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,340$17.7K<0.01%+113F-HRTimelineGroup
MAI Capital Management5,000$16.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,885$16.2K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,067$10.2K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,976$9.88K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.1,796$5.96K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC808$2.68K<0.01%+2113F-HRTimeline
Steward Partners Investment Advisory, L…400$1.33K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.339$1.12K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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