Latest Institutional Transactions on Mfs Intermediate Income Trust (MIN)
This table provides information on the latest institutional transactions involving Mfs Intermediate Income Trust (MIN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
488+ 1.94% |
$1.29K - $1.33K
|
25.6K
$67.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
746+ 0.33% |
$1.97K - $2.03K
|
228K
$601K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
477+ 1.63% |
$1.26K - $1.3K
|
29.8K
$78.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.68K+ 134000.0% |
$7.08K - $7.29K
|
2.68K
$7.08K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-1.6K- 4.27% |
$4.22K - $4.35K
|
35.9K
$94.8K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.7K- 21.41% |
$70K - $74K
|
98.1K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11.1K- 4.92% |
$29.1K - $30.8K
|
215K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
35.8KNew |
$93.8K - $99.2K
|
35.8K
$94.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.77KNew |
$4.64K - $4.91K
|
1.77K
$4.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.6K- 64.21% |
$56.7K - $59.9K
|
12.1K
$31.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
17KNew |
$44.5K - $47.1K
|
17K
$44.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-121K- 87.42% |
$318K - $336K
|
17.5K
$46.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3K+ 0.92% |
$7.86K - $8.31K
|
328K
$866K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.71K- 43.52% |
$7.09K - $7.49K
|
3.51K
$9.27K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-131- 0.48% |
$343 - $363
|
27.4K
$72.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.1KNew |
$8.12K - $8.59K
|
3.1K
$8.18K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
201KNew |
$527K - $557K
|
201K
$531K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
245+ 1.73% |
$642 - $679
|
14.4K
$38.1K
|
|
| Q3 2024 | |||||||
|
Apr 28, 2025
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
229KNew |
$608K - $640K
|
229K
$606K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.01KNew |
$2.67K - $2.81K
|
1.01K
$2.66K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.8KNew |
$63.1K - $66.4K
|
23.8K
$62.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
991New |
$2.63K - $2.76K
|
991
$2.62K
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.91K- 2.93% |
$10.4K - $10.9K
|
130K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.4KNew |
$30.2K - $31.8K
|
11.4K
$30.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
28.6KNew |
$75.8K - $79.8K
|
28.6K
$75.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$265 - $279
|
100
$264
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$26.8K - $28.2K
|
10.1K
$26.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
9.65KNew |
$25.6K - $26.9K
|
9.65K
$25.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
47.4KNew |
$126K - $132K
|
47.4K
$125K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.2K- 45.45% |
$45.5K - $47.9K
|
20.6K
$54.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-75- 50.0% |
$199 - $209
|
75
$198
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.6KNew |
$20.1K - $21.2K
|
7.6K
$20.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.8KNew |
$33.9K - $35.6K
|
12.8K
$33.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-871- 6.77% |
$2.31K - $2.43K
|
12K
$31.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
595New |
$1.58K - $1.66K
|
595
$1.57K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.68K+ 3.68% |
$7.09K - $7.47K
|
75.4K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.86K- 19.34% |
$12.9K - $13.5K
|
20.2K
$53.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.4KNew |
$30.2K - $31.8K
|
11.4K
$30.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
329+ 7.31% |
$872 - $918
|
4.83K
$12.7K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
39.9KNew |
$103K - $106K
|
39.9K
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-12.5K- 49.61% |
$32.1K - $33.4K
|
12.7K
$33.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-78- 0.75% |
$200 - $208
|
10.3K
$27.1K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.5K- 68.93% |
$75.8K - $78.8K
|
13.3K
$35.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-133- 0.62% |
$342 - $355
|
21.2K
$55.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.5K- 67.38% |
$42.5K - $44.1K
|
8K
$21.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
1.88KNew |
$4.84K - $5.03K
|
1.88K
$4.97K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
900New |
$2.31K - $2.4K
|
900
$2.38K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2KNew |
$5.14K - $5.34K
|
2K
$5.28K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2K- 50.0% |
$5.14K - $5.34K
|
2K
$5.28K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-27K- 50.0% |
$69.4K - $72.1K
|
27K
$71.3K
|
|