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 103 institutions that hold shares in the stock, with a total of 55.9 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
22,709,427
shares
|
$60 Million
1.38% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
8,830,123
shares
|
$23.3 Million
0.78% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
7,870,088
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
5,551,193
shares
|
$14.7 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,662,900
shares
|
$4.39 Million
0.0% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,441,821
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,119,845
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,104,010
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.35%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
428,103
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
380,638
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
367,521
shares
|
$970,255
0.0% of portfolio
|
Q3 2024
Added 43.72%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
325,000
shares
|
$858,000
0.02% of portfolio
|
Q3 2024
Added 77.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
249,508
shares
|
$658,701
0.02% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
242,388
shares
|
$639,904
0.01% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
229,393
shares
|
$605,597
0.38% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
225,853
shares
|
$596,251
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
225,247
shares
|
$594,652
0.39% of portfolio
|
Q1 2024
Added 4.74%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
210,700
shares
|
$556,248
0.0% of portfolio
|
Q3 2024
Added 47.14%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
201,094
shares
|
$530,888
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
176,098
shares
|
$464,898
0.18% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
146,200
shares
|
$385,968
0.0% of portfolio
|
Q3 2024
Reduced 31.65%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
138,776
shares
|
$366,368
0.04% of portfolio
|
Q3 2024
Reduced 64.36%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
129,626
shares
|
$342,212
0.07% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
121,340
shares
|
$320,337
0.0% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
115,555
shares
|
$305,065
0.0% of portfolio
|
Q2 2024
Added 1.32%
|