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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
3,857
shares
|
$10,182
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,511
shares
|
$9,269
0.0% of portfolio
|
Q4 2024
Reduced 43.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,682
shares
|
$7,080
0.0% of portfolio
|
Q1 2025
Added 134000.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,250
shares
|
$5,940
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,771
shares
|
$4,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,600
shares
|
$4,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,454
shares
|
$3,838
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$2,640
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
900
shares
|
$2,376
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
695
shares
|
$1,834
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
631
shares
|
$1,665
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
596
shares
|
$1,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
571
shares
|
$1,507
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
567
shares
|
$1,496
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
500
shares
|
$1,320
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
400
shares
|
$1,056
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
333
shares
|
$879
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
163
shares
|
$430
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
150
shares
|
$396
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
103
shares
|
$271
0.0% of portfolio
|
Q1 2025
Reduced 47.45%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
83
shares
|
$219
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
75
shares
|
$198
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
28
shares
|
$73
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
13
shares
|
$34
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|