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 99 institutions that hold shares in the stock, with a total of 58.4 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
26,308,365
shares
|
$71 Million
1.52% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
7,651,184
shares
|
$20.7 Million
1.68% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
7,032,332
shares
|
$19 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
5,108,866
shares
|
$13.8 Million
0.57% of portfolio
|
Q2 2025
Reduced 27.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,026,256
shares
|
$8.17 Million
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,124,612
shares
|
$3.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.91%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,122,280
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
820,164
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
712,130
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
544,048
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
507,027
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
328,000
shares
|
$885,600
0.02% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
326,965
shares
|
$882,805
0.05% of portfolio
|
Q2 2025
Added 31.04%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
290,700
shares
|
$784,890
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
260,817
shares
|
$704,205
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
246,860
shares
|
$666,522
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
231,571
shares
|
$625,241
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
227,811
shares
|
$615,089
0.37% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
204,095
shares
|
$551,056
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
201,094
shares
|
$542,953
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
132,779
shares
|
$358,503
0.0% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
129,626
shares
|
$349,990
0.06% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
114,312
shares
|
$308,642
0.0% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
103,755
shares
|
$280,138
0.0% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
91,430
shares
|
$246,861
0.0% of portfolio
|
Q2 2025
Reduced 26.77%
|