Shaker Financial Services, LLC Mfs Intermediate Income Trust Transaction History

Shaker Financial Services, LLC

$282 Million
Q3 2025

A detailed history of Shaker Financial Services, LLC transactions in Mfs Intermediate Income Trust stock. As of the latest transaction made, Shaker Financial Services, LLC holds 86,350 shares of MIN stock, worth $226,237. This represents 0.08% of its overall portfolio holdings.

Number of Shares

86,350

Previous 25,050 244.71%

Holding current value

$226,237

Previous $67,000 244.78%

% of portfolio

0.08%

Previous 0.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$2.64 - $2.72 $161,832 - $166,736	61,300 Added 244.71%	86,350 $231,000
Q2 2025 Aug 05, 2025	BUY	$2.63 - $2.72 $12,308 - $12,729	4,680 Added 22.97%	25,050 $67,000
Q1 2025 May 09, 2025	SELL	$2.64 - $2.72 $54,384 - $56,032	-20,600 Reduced 50.28%	20,370 $54,000
Q4 2024 Feb 13, 2025	SELL	$2.62 - $2.77 $354,035 - $374,304	-135,128 Reduced 76.73%	40,970 $108,000
Q3 2024 Oct 31, 2024	BUY	$2.65 - $2.79 $62,553 - $65,857	23,605 Added 15.48%	176,098 $478,000

Q2 2024 Aug 02, 2024	BUY	$2.57 - $2.67 $91,895 - $95,471	35,757 Added 30.63%	152,493 $405,000
Q1 2024 May 13, 2024	BUY	$2.63 - $2.83 $86,300 - $92,863	32,814 Added 39.1%	116,736 $310,000
Q4 2023 Feb 07, 2024	BUY	$2.55 - $2.81 $53,261 - $58,692	20,887 Added 33.14%	83,922 $224,000
Q3 2023 Nov 02, 2023	BUY	$2.65 - $2.79 $167,042 - $175,867	63,035 New	63,035 $168,000
Q1 2023 May 08, 2023	BUY	$2.75 - $2.94 $88,000 - $94,080	32,000 New	32,000 $88,000
Q3 2022 Nov 09, 2022	BUY	$2.76 - $3.03 $44,160 - $48,480	16,000 New	16,000 $45,000
Q4 2021 Feb 07, 2022	SELL	$3.55 - $3.68 $517,682 - $536,639	-145,826 Closed	0 $0
Q3 2021 Nov 02, 2021	SELL	$3.61 - $3.74 $344,736 - $357,151	-95,495 Reduced 39.57%	145,826 $528,000
Q2 2021 Aug 04, 2021	BUY	$3.64 - $3.74 $509,589 - $523,588	139,997 Added 138.17%	241,321 $903,000
Q1 2021 May 14, 2021	SELL	$3.61 - $3.83 $403,218 - $427,791	-111,695 Reduced 52.43%	101,324 $377,000
Q4 2020 Feb 03, 2021	BUY	$3.72 - $3.83 $216,630 - $223,036	58,234 Added 37.62%	213,019 $812,000
Q3 2020 Nov 09, 2020	BUY	$3.73 - $3.92 $577,348 - $606,757	154,785 New	154,785 $577,000
Q1 2020 May 01, 2020	SELL	$3.35 - $3.86 $560,863 - $646,248	-167,422 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	$3.74 - $3.82 $97,602 - $99,690	-26,097 Reduced 13.49%	167,422 $636,000
Q3 2019 Oct 30, 2019	BUY	$3.77 - $3.87 $729,566 - $748,918	193,519 New	193,519 $739,000
Q2 2019 Aug 08, 2019	SELL	$3.68 - $3.86 $708,388 - $743,038	-192,497 Closed	0 $0
Q1 2019 May 06, 2019	BUY	$3.65 - $3.8 $702,614 - $731,488	192,497 New	192,497 $731,000
Q3 2018 Nov 09, 2018	SELL	$3.74 - $3.88 $77,152 - $80,040	-20,629 Closed	0 $0
Q2 2018 Aug 06, 2018	BUY	$3.8 - $3.97 $78,390 - $81,897	20,629 New	20,629 $80,000
Q1 2018 May 07, 2018	SELL	$3.89 - $4.17 $134,827 - $144,532	-34,660 Closed	0 $0
Q4 2017 Feb 06, 2018	BUY	$4.1 - $4.29 $142,106 - $148,691	34,660	34,660 $144,000

Others Institutions Holding MIN

# of Institutions

Shares Held

60M

Call Options Held

Put Options Held

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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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Shaker Financial Services, LLC Mfs Intermediate Income Trust Transaction History