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 102 institutions that hold shares in the stock, with a total of 55.7 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,000
shares
|
$21,120
0.0% of portfolio
|
Q2 2024
Reduced 67.38%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
7,600
shares
|
$20,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,216
shares
|
$16,410
0.0% of portfolio
|
Q3 2024
Added 77.04%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,125
shares
|
$16,170
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,829
shares
|
$12,748
0.0% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
4,000
shares
|
$10,560
0.0% of portfolio
|
Q1 2017
Added 50.0%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
3,857
shares
|
$10,182
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,682
shares
|
$7,080
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,250
shares
|
$5,940
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,000
shares
|
$2,640
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
991
shares
|
$2,616
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
900
shares
|
$2,376
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
631
shares
|
$1,665
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
595
shares
|
$1,570
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
567
shares
|
$1,496
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
535
shares
|
$1,412
0.0% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
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
|
Oct 22, 2024 Q3 2024 |
333
shares
|
$879
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
314
shares
|
$828
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
163
shares
|
$430
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
105
shares
|
$277
0.0% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
83
shares
|
$219
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
75
shares
|
$198
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|