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 101 institutions that hold shares in the stock, with a total of 58.3 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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
73,629
shares
|
$194,380
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
73,067
shares
|
$192,896
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
70,000
shares
|
$184,800
0.0% of portfolio
|
Q1 2025
Reduced 29.28%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
65,553
shares
|
$173,059
0.0% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
59,577
shares
|
$157,283
0.0% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
58,119
shares
|
$153,434
0.02% of portfolio
|
Q1 2025
Added 34.79%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
56,932
shares
|
$150,300
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
54,749
shares
|
$144,537
0.0% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
54,647
shares
|
$144,268
0.0% of portfolio
|
Q1 2024
Reduced 52.33%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
51,171
shares
|
$135,091
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
46,200
shares
|
$121,968
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
44,050
shares
|
$116,292
0.02% of portfolio
|
Q4 2021
Reduced 1.67%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
42,200
shares
|
$111,408
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
35,893
shares
|
$94,757
0.08% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
35,800
shares
|
$94,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
34,133
shares
|
$90,111
0.06% of portfolio
|
Q4 2023
Reduced 32.59%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
29,830
shares
|
$78,751
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
28,615
shares
|
$75,543
0.04% of portfolio
|
Q2 2022
Reduced 50.03%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,615
shares
|
$75,543
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
28,143
shares
|
$74,297
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
27,456
shares
|
$72,483
0.0% of portfolio
|
Q1 2025
Added 20.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
27,390
shares
|
$72,309
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
26,827
shares
|
$70,823
0.0% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
25,597
shares
|
$67,576
0.02% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
25,000
shares
|
$66,000
0.0% of portfolio
|
Q4 2023
Added 150.0%
|