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 96 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $156 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
22,877
shares
|
$61,539
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,500
shares
|
$55,145
0.0% of portfolio
|
Q3 2024
Reduced 46.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,247
shares
|
$54,464
0.0% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
17,455
shares
|
$46,953
0.01% of portfolio
|
Q4 2024
Reduced 87.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
17,275
shares
|
$46,469
0.0% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
17,000
shares
|
$45,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
16,100
shares
|
$43,309
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,851
shares
|
$42,639
0.0% of portfolio
|
Q3 2023
Reduced 15.01%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
14,703
shares
|
$39,551
0.02% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,441
shares
|
$38,846
0.01% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,300
shares
|
$35,777
0.0% of portfolio
|
Q2 2024
Reduced 68.93%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
12,777
shares
|
$34,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,058
shares
|
$32,436
0.0% of portfolio
|
Q4 2024
Reduced 64.21%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
12,000
shares
|
$32,280
0.01% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
12,000
shares
|
$32,280
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,750
shares
|
$31,607
0.0% of portfolio
|
Q2 2021
Reduced 6.19%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
10,275
shares
|
$27,639
0.0% of portfolio
|
Q3 2021
Reduced 8.09%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
10,000
shares
|
$26,900
0.01% of portfolio
|
Q3 2018
Reduced 64.03%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$26,900
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,000
shares
|
$21,520
0.0% of portfolio
|
Q2 2024
Reduced 67.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,125
shares
|
$16,476
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,829
shares
|
$12,990
0.0% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$10,760
0.0% of portfolio
|
Q1 2017
Added 50.0%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
3,857
shares
|
$10,375
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,511
shares
|
$9,444
0.0% of portfolio
|
Q4 2024
Reduced 43.52%
|