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 60 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,500
shares
|
$11,790
0.0% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$10,480
0.0% of portfolio
|
Q1 2017
Added 50.0%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
3,857
shares
|
$10,105
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,682
shares
|
$7,026
0.0% of portfolio
|
Q1 2025
Added 134000.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,250
shares
|
$5,895
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
1,771
shares
|
$4,640
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,600
shares
|
$4,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,000
shares
|
$2,620
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
900
shares
|
$2,358
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
631
shares
|
$1,653
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
584
shares
|
$1,530
0.0% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
500
shares
|
$1,310
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
400
shares
|
$1,048
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
333
shares
|
$872
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
208
shares
|
$544
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
150
shares
|
$393
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
103
shares
|
$269
0.0% of portfolio
|
Q1 2025
Reduced 47.45%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
83
shares
|
$217
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
75
shares
|
$196
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
28
shares
|
$73
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|