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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,800
shares
|
$62,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
20,370
shares
|
$53,776
0.02% of portfolio
|
Q1 2025
Reduced 50.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,247
shares
|
$53,452
0.0% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
19,500
shares
|
$51,480
0.0% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
17,000
shares
|
$44,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
16,100
shares
|
$42,504
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,851
shares
|
$41,846
0.0% of portfolio
|
Q3 2023
Reduced 15.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
15,750
shares
|
$41,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
15,358
shares
|
$40,545
0.02% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14,661
shares
|
$38,705
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,441
shares
|
$38,124
0.01% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
13,300
shares
|
$35,112
0.0% of portfolio
|
Q2 2024
Reduced 68.93%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
12,777
shares
|
$33,731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,374
shares
|
$32,667
0.0% of portfolio
|
Q1 2025
Reduced 58.29%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
12,000
shares
|
$31,680
0.01% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
11,750
shares
|
$31,020
0.0% of portfolio
|
Q2 2021
Reduced 6.19%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
11,648
shares
|
$30,750
0.0% of portfolio
|
Q1 2025
Reduced 53.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,283
shares
|
$29,787
0.0% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,167
shares
|
$29,480
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
10,275
shares
|
$27,126
0.0% of portfolio
|
Q3 2021
Reduced 8.09%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
10,000
shares
|
$26,400
0.01% of portfolio
|
Q3 2018
Reduced 64.03%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,000
shares
|
$21,120
0.0% of portfolio
|
Q2 2024
Reduced 67.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,125
shares
|
$16,170
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,829
shares
|
$12,748
0.0% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
4,000
shares
|
$10,560
0.0% of portfolio
|
Q1 2017
Added 50.0%
|