Purchases and Sales Made in Q2 2023 in Mfs Intermediate Income Trust (MIN)
This table provides information about the institutional ownership of Mfs Intermediate Income Trust (MIN) during Q2 2023. The information is specifically focused on institutions that hold shares of MFS INTERMEDIATE INCOME TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.13M+ 27.46% |
$3.11M - $3.25M
|
5.26M
$14.3M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
700K+ 429.13% |
$1.92M - $2.01M
|
863K
$2.35M
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
174K+ 2.16% |
$476K - $498K
|
8.22M
$22.4M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
94.4K+ 41.52% |
$259K - $271K
|
322K
$876K
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
64.9K+ 0.33% |
$178K - $186K
|
19.7M
$53.6M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
54.3K+ 90.35% |
$149K - $156K
|
114K
$311K
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
50.6KNew |
$139K - $145K
|
50.6K
$138K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.7K+ 228.34% |
$103K - $108K
|
54.2K
$148K
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.3KNew |
$80.2K - $84K
|
29.3K
$79.6K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
29.1KNew |
$79.8K - $83.6K
|
29.1K
$79.3K
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
21.6K+ 11.83% |
$59.1K - $61.9K
|
204K
$555K
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
18.3KNew |
$50.3K - $52.7K
|
18.3K
$49.9K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.1K+ 1.62% |
$41.4K - $43.4K
|
946K
$2.57M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14KNew |
$38.3K - $40.2K
|
14K
$38.1K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
7.8K+ 25.59% |
$21.4K - $22.4K
|
38.3K
$104K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.4K+ 2.18% |
$17.5K - $18.4K
|
300K
$815K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.08K+ 8.49% |
$5.7K - $5.98K
|
26.6K
$72.4K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2K+ 3.96% |
$5.48K - $5.74K
|
52.5K
$143K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.73KNew |
$4.74K - $4.97K
|
1.73K
$4.71K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
1.25K+ 0.96% |
$3.43K - $3.59K
|
132K
$358K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
989+ 4.22% |
$2.71K - $2.84K
|
24.4K
$66.4K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
960+ 1.41% |
$2.63K - $2.76K
|
69K
$188K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
789+ 2.22% |
$2.16K - $2.26K
|
36.4K
$99K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
715+ 5.53% |
$1.96K - $2.05K
|
13.6K
$37.1K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
550+ 5.09% |
$1.51K - $1.58K
|
11.4K
$30.9K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
284+ 1.46% |
$778 - $815
|
19.7K
$53.6K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
216+ 2.04% |
$592 - $620
|
10.8K
$29.4K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
209+ 2.08% |
$573 - $600
|
10.3K
$27.9K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
112+ 0.83% |
$307 - $321
|
13.7K
$37.1K
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
99+ 0.37% |
$271 - $284
|
26.7K
$72.7K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17+ 0.03% |
$46.6 - $48.8
|
57.7K
$157K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-64- 0.22% |
$175 - $184
|
29.1K
$79.3K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-83- 50.0% |
$227 - $238
|
83
$226
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-184- 14.25% |
$504 - $528
|
1.11K
$3.01K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-219- 0.11% |
$600 - $629
|
208K
$565K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-500- 56.05% |
$1.37K - $1.44K
|
392
$1.07K
|
|
Jul 17, 2023
Q2 2023
|
Penbrook Management LLC
|
SELL
|
- |
-800- 1.2% |
$2.19K - $2.3K
|
66.1K
$180K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.92K- 1.74% |
$5.27K - $5.52K
|
109K
$296K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.07K- 5.27% |
$11.2K - $11.7K
|
73.2K
$199K
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-5.32K- 1.05% |
$14.6K - $15.3K
|
500K
$1.36M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.98K- 58.55% |
$16.4K - $17.2K
|
4.23K
$11.5K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.22K- 19.38% |
$19.8K - $20.7K
|
30K
$81.7K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.72K- 5.94% |
$26.6K - $27.9K
|
154K
$418K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.87K- 18.09% |
$27K - $28.3K
|
44.7K
$122K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10K- 36.42% |
$27.5K - $28.8K
|
17.5K
$47.7K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.1K- 19.39% |
$27.7K - $29K
|
42K
$114K
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-10.8K- 29.53% |
$29.6K - $31.1K
|
25.8K
$70.2K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.8K- 20.7% |
$35K - $36.6K
|
48.9K
$133K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.3K- 20.57% |
$50.2K - $52.6K
|
70.7K
$192K
|