Creative Planning Mfs Intermediate Income Trust Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$2.85 - $3.15 $40,190 - $44,421	14,102 New	14,102 $42,000
Q4 2021 Feb 11, 2022	SELL	$3.55 - $3.68 $43,317 - $44,903	-12,202 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$3.61 - $3.74 $44,049 - $45,635	12,202 New	12,202 $44,000
Q1 2019 Apr 24, 2019	SELL	$3.65 - $3.8 $126,950 - $132,167	-34,781 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	$3.62 - $3.8 $13,191 - $13,847	3,644 Added 11.7%	34,781 $128,000
Q3 2018 Oct 25, 2018	BUY	$3.74 - $3.88 $116,452 - $120,811	31,137 New	31,137 $117,000

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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