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5%+ stakes · Schedule 13D and 13G

Putnam Master Intermediate Income Trust: 5%+ holders

Who has reported owning 5% or more of Putnam Master Intermediate Income Trust, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

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Key facts

  • · Holder: Sit Investment Associates, Inc. · Percent: 47.2% · SCHEDULE 13D/A
  • · Holder: Sit Investment Associates, Inc. · Percent: 46.1% · SCHEDULE 13D/A
  • · Holder: Sit Investment Associates, Inc. · Percent: 47.5% · SCHEDULE 13D/A
  • · Holder: Sit Investment Associates, Inc. · Percent: 46.4% · SCHEDULE 13D/A
  • · Holder: Sit Investment Associates, Inc. · Percent: 47.5% · SCHEDULE 13D/A
At 5% or more1
Filings5
Latest filing2026-03-30

Putnam Master Intermediate Income Trust has 5 Schedule 13D or 13G filings on record since 2025-12-01. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Sit Investment Associates, Inc.47.2%22,739,969SCHEDULE 13D/A, 2026-03-302026-03-26

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  3. What They Do, And How The Money Works

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  5. The Money: Funding, Valuation, Runway

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  8. Sources

    5 cited sources found

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Timeline

FiledHolderPercentFiling
2025-12-01Sit Investment Associates, Inc.47.5%SCHEDULE 13D/A
2025-12-18Sit Investment Associates, Inc.46.4%SCHEDULE 13D/A
2025-12-23Sit Investment Associates, Inc.47.5%SCHEDULE 13D/A
2026-03-10Sit Investment Associates, Inc.46.1%SCHEDULE 13D/A
2026-03-30Sit Investment Associates, Inc.47.2%SCHEDULE 13D/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/putnam-master-intermediate-income-trust
Last updated 2026-10-01
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Putnam Master Intermediate Income Trust 5%+ holders: 1 at 5% or more, largest Sit Investment Associates, Inc. 47.2%. MentionFox, 2026-10-01. https://mentionfox.com/stakes/putnam-master-intermediate-income-trust