Institutional Ownership Mfs Intermediate Income Trust (MIN)
This table provides information about the institutional ownership of Mfs Intermediate Income Trust (MIN). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 60 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
28,954,725
shares
|
$75.9 Million
1.57% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
7,404,923
shares
|
$19.4 Million
1.5% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
4,639,674
shares
|
$12.2 Million
0.51% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
4,172,106
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 40.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,232,821
shares
|
$8.47 Million
0.0% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,034,620
shares
|
$5.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,150,617
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,049,642
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,031,476
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 25.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
898,697
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Added 26.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
580,764
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
541,717
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
336,073
shares
|
$880,511
0.06% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
314,850
shares
|
$824,907
0.0% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
305,198
shares
|
$799,618
0.01% of portfolio
|
Q3 2025
Added 31.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
267,176
shares
|
$700,001
0.01% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
227,811
shares
|
$596,864
0.35% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
204,094
shares
|
$534,726
0.0% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
202,247
shares
|
$529,887
0.0% of portfolio
|
Q3 2025
Added 52.32%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
201,094
shares
|
$526,866
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
166,000
shares
|
$434,920
0.01% of portfolio
|
Q3 2025
Reduced 49.39%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
156,574
shares
|
$410,223
0.0% of portfolio
|
Q3 2025
Added 155.0%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
129,626
shares
|
$339,620
0.06% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
120,255
shares
|
$315,068
0.0% of portfolio
|
Q3 2025
Added 15.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
117,863
shares
|
$308,801
0.0% of portfolio
|
Q2 2025
Reduced 3.35%
|
|