Arkadios Wealth Advisors Mfs Intermediate Income Trust Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$3.55 - $3.68 $2,492 - $2,583	-702 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$3.61 - $3.74 $20,566 - $21,306	-5,697 Reduced 89.03%	702 $2,000
Q2 2021 Jul 28, 2021	BUY	$3.64 - $3.74 $18,957 - $19,477	5,208 Added 437.28%	6,399 $23,000
Q1 2021 Apr 26, 2021	SELL	$3.61 - $3.83 $1,855 - $1,968	-514 Reduced 30.15%	1,191 $4,000
Q4 2020 Feb 09, 2021	BUY	$3.72 - $3.83 $6,342 - $6,530	1,705 New	1,705 $6,000

Others Institutions Holding MIN

# of Institutions

102

Shares Held

55.7M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

22.7M
Shares

$61.8 Million
1.38% of portfolio
Karpus Management, Inc. Pittsford, NY

8.83M
Shares

$24 Million
0.78% of portfolio
Allspring Global Investments Holdings, LLC

7.87M
Shares

$21.4 Million
0.03% of portfolio
1607 Capital Partners, LLC Richmond, VA

5.55M
Shares

$15.1 Million
1.38% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.66M
Shares

$4.52 Million
0.0% of portfolio

About MFS INTERMEDIATE INCOME TRUST

Ticker MIN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets across the globe. It primarily invests in debt instruments. The fund seeks to benchmarks the performance of its portfolio against the Barclays Intermediate U.S. Govern...

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