Kestra Advisory Services, LLC Mfs Intermediate Income Trust Transaction History

Kestra Advisory Services, LLC

$17.3 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 20, 2022	SELL	$3.55 - $3.68 $56,232 - $58,291	-15,840 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$3.61 - $3.74 $57,182 - $59,241	15,840 New	15,840 $57,000
Q1 2021 May 10, 2021	SELL	$3.61 - $3.83 $104,841 - $111,230	-29,042 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$3.72 - $3.83 $108,036 - $111,230	29,042 New	29,042 $110 Million

Others Institutions Holding MIN

# of Institutions

101

Shares Held

55.7M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

22.7M
Shares

$60.6 Million
1.38% of portfolio
Karpus Management, Inc. Pittsford, NY

8.83M
Shares

$23.6 Million
0.78% of portfolio
Allspring Global Investments Holdings, LLC

7.87M
Shares

$21 Million
0.03% of portfolio
1607 Capital Partners, LLC Richmond, VA

5.55M
Shares

$14.8 Million
1.38% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.66M
Shares

$4.44 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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