Purchases and Sales Made in Q3 2024 in Mfs Intermediate Income Trust (MIN)
This table provides information about the institutional ownership of Mfs Intermediate Income Trust (MIN) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
874K+ 4.0% |
$2.32M - $2.44M
|
22.7M
$61.8M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
226KNew |
$599K - $630K
|
226K
$614K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
165K+ 11.03% |
$438K - $461K
|
1.66M
$4.52M
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
142K+ 77.6% |
$376K - $396K
|
325K
$884K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 43.72% |
$296K - $312K
|
368K
$1M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
67.5K+ 47.14% |
$179K - $188K
|
211K
$573K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
47.4KNew |
$126K - $132K
|
47.4K
$129K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$89.3K - $94K
|
33.7K
$91.6K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.5K+ 2.16% |
$80.9K - $85.2K
|
1.44M
$3.92M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
28.9KNew |
$76.5K - $80.6K
|
28.9K
$78.5K
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
28.6KNew |
$75.8K - $79.8K
|
28.6K
$77.8K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.1K+ 7.35% |
$69.1K - $72.7K
|
381K
$1.04M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.8KNew |
$63.1K - $66.4K
|
23.8K
$64.7K
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
23.6K+ 15.48% |
$62.6K - $65.9K
|
176K
$479K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.7K+ 9.34% |
$57.6K - $60.6K
|
254K
$692K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
16K+ 15.22% |
$42.5K - $44.7K
|
121K
$330K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.4K+ 6.81% |
$40.9K - $43.1K
|
242K
$659K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.8K+ 118.64% |
$36.5K - $38.4K
|
25.4K
$69K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13K+ 3.13% |
$34.5K - $36.3K
|
428K
$1.16M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.8KNew |
$33.9K - $35.6K
|
12.8K
$34.8K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.4KNew |
$30.2K - $31.8K
|
11.4K
$31K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.4KNew |
$30.2K - $31.8K
|
11.4K
$31K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.1K+ 12.21% |
$29.5K - $31.1K
|
102K
$279K
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$26.8K - $28.2K
|
10.1K
$27.5K
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
9.65KNew |
$25.6K - $26.9K
|
9.65K
$26.2K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.6KNew |
$20.1K - $21.2K
|
7.6K
$20.7K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.46K+ 10.21% |
$14.5K - $15.2K
|
58.9K
$160K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.25K+ 36.96% |
$11.3K - $11.9K
|
15.8K
$42.8K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.71K+ 77.04% |
$7.17K - $7.55K
|
6.22K
$16.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.68K+ 3.68% |
$7.09K - $7.47K
|
75.4K
$205K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.67K+ 6.22% |
$4.42K - $4.65K
|
28.5K
$77.5K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
991New |
$2.63K - $2.76K
|
991
$2.7K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
595New |
$1.58K - $1.66K
|
595
$1.62K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
329+ 7.31% |
$872 - $918
|
4.83K
$13.1K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
311+ 2.21% |
$824 - $868
|
14.4K
$39.1K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$265 - $279
|
100
$272
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
79+ 0.56% |
$209 - $220
|
14.2K
$38.6K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
79+ 0.08% |
$209 - $220
|
96.7K
$263K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
12+ 2.29% |
$31.8 - $33.5
|
535
$1.46K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3- 2.78% |
$7.95 - $8.37
|
105
$286
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10- 0.04% |
$26.5 - $27.9
|
27.5K
$74.9K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-75- 50.0% |
$199 - $209
|
75
$204
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100- 0.43% |
$265 - $279
|
23.1K
$62.9K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-340- 2.06% |
$901 - $949
|
16.1K
$43.9K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-871- 6.77% |
$2.31K - $2.43K
|
12K
$32.6K
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.91K- 2.93% |
$10.4K - $10.9K
|
130K
$353K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.86K- 19.34% |
$12.9K - $13.5K
|
20.2K
$55.1K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-8.39K- 26.57% |
$22.2K - $23.4K
|
23.2K
$63.1K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.2K- 0.99% |
$29.7K - $31.3K
|
1.12M
$3.05M
|