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Disclosery

PIM FRANKLIN MASTER INTER INCOME

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CEF (common), issuer CIK 830622

61 managers (61 13F filers) reported a position in PIM shares at 2025-12-31, 26,738,975 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
61
13F filers
61
New
8
Added
14
Reduced
14
Sold out
7
Shares held by filers
26,738,975

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC22,729,288$75.9M1.49%-761,58713F-HRTimelineGroup
Summit Financial, LLC592,051$1.98M0.03%+398,83113F-HRTimeline
PVG ASSET MANAGEMENT CORP482,759$1.61M3.43%+444,17713F-HRTimeline
1607 Capital Partners, LLC342,922$1.15M0.08%-75,23013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT241,227$806K0.09%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC226,015$755K<0.01%+168,54813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth189,725$634K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY172,669$577K<0.01%-42,35813F-HR/ATimelineGroup
Penbrook Management LLC147,063$491K0.34%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC137,896$461K0.14%+1,71813F-HRTimeline
Janney Montgomery Scott LLC131,773$440K<0.01%-3,29113F-HRTimeline
WealthTrust Axiom LLC108,000$361K0.09%+11,00013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.80,925$270K0.16%013F-HRTimeline
NewEdge Advisors, LLC79,530$266K<0.01%-2,01013F-HRTimeline
LPL Financial LLC70,396$235K<0.01%-73513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,719$229K<0.01%-2,21813F-HRTimelineGroup
Allworth Financial LP66,272$221K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC62,530$209K<0.01%+24713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV53,581$179K0.03%new13F-HRTimeline
Mezzasalma Advisors, LLC53,629$178K0.04%-2,43113F-HRTimeline
Fortitude Advisory Group L.L.C.52,819$176K0.07%013F-HRTimeline
Ethos Financial Group, LLC46,659$156K0.01%-6,02913F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC42,000$140K0.01%-34,87013F-HRTimeline
Weaver Consulting Group42,000$140K0.03%+7,00013F-HRTimeline
HUB Investment Partners, LLC41,252$138K<0.01%+10113F-HRTimeline
Cetera Investment Advisers39,847$133K<0.01%+2,54413F-HRTimeline
COMERICA BANK35,092$117K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,500$98.5K<0.01%+13,50013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.27,700$92.5K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC27,700$92.5K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,088$87.1K<0.01%+3,03913F-HRTimelineGroup
Blue Trust, Inc.25,260$84.4K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG23,184$77.4K<0.01%-2,40013F-HRTimelineGroup
Integrity Advisory Solutions, LLC21,899$73.1K0.01%new13F-HRTimeline
Balefire, LLC21,120$70.5K0.01%+6113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,659$69K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,008$57K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,852$56.3K<0.01%-70,62813F-HRTimelineGroup
Atria Investments, Inc16,087$53.7K<0.01%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.14,300$47.8K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.14,000$46.8K<0.01%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…13,615$45.5K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC13,000$43.4K<0.01%+3,00013F-HRTimeline
SHUFRO ROSE & CO LLC11,000$36.7K<0.01%013F-HRTimeline
Gridiron Partners, LLC10,507$35.1K0.02%013F-HRTimeline
Chicago Partners Investment Group LLC10,600$34.9K<0.01%013F-HRTimeline
Key Financial Inc9,500$31.7K0.01%013F-HRTimeline
Global Wealth Strategies & Associates9,220$30.8K0.01%013F-HRTimeline
MAI Capital Management6,000$20K<0.01%+1,00013F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,885$16.3K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,617$15.4K<0.01%-72913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,215$10.7K<0.01%-33913F-HRTimelineGroup
Measured Wealth Private Client Group, L…2,500$8.35K<0.01%013F-HRTimeline
Global Retirement Partners, LLC649$2.17K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC600$2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…400$1.34K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.339$1.13K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC200$668<0.01%013F-HRTimeline
CoreCap Advisors, LLC130$434<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC2$7<0.01%13F-HRTimeline
Greenline Wealth Management LLC0$00%13F-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