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 100 institutions that hold shares in the stock, with a total of 58.2 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
24,419,462
shares
|
$64.5 Million
1.54% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
7,518,727
shares
|
$19.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
7,370,555
shares
|
$19.5 Million
1.6% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
7,049,977
shares
|
$18.6 Million
0.78% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,946,786
shares
|
$7.78 Million
0.0% of portfolio
|
Q1 2025
Added 67.52%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,386,833
shares
|
$3.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,100,032
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
840,907
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 106.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
668,444
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Added 69.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
540,598
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 440.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
479,574
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
328,000
shares
|
$865,920
0.02% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
326,965
shares
|
$863,187
0.05% of portfolio
|
Q2 2025
Added 31.04%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
286,200
shares
|
$755,568
0.0% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
245,680
shares
|
$648,595
0.01% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
227,811
shares
|
$601,421
0.37% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
201,094
shares
|
$530,888
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
129,626
shares
|
$342,212
0.07% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
124,848
shares
|
$329,598
0.0% of portfolio
|
Q4 2024
Reduced 21.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
119,781
shares
|
$316,221
0.0% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
118,274
shares
|
$312,243
0.0% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
115,755
shares
|
$305,593
0.0% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
93,900
shares
|
$247,896
0.0% of portfolio
|
Q1 2025
Reduced 29.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,417
shares
|
$199,100
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
74,344
shares
|
$196,268
0.0% of portfolio
|
Q1 2025
Reduced 30.36%
|