Purchases and Sales Made in Q4 2023 in Mfs Intermediate Income Trust (MIN)
This table provides information about the institutional ownership of Mfs Intermediate Income Trust (MIN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
932K+ 4.45% |
$2.38M - $2.62M
|
21.9M
$59.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
546KNew |
$1.39M - $1.53M
|
546K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
427K+ 44.55% |
$1.09M - $1.2M
|
1.39M
$3.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
384KNew |
$980K - $1.08M
|
384K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
167KNew |
$425K - $468K
|
167K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
131KNew |
$334K - $368K
|
131K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
125K+ 10.81% |
$318K - $351K
|
1.28M
$3.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63.8K+ 1388.59% |
$163K - $179K
|
68.3K
$186K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.4K+ 15.83% |
$144K - $159K
|
413K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
48.1KNew |
$123K - $135K
|
48.1K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.2K+ 69.35% |
$110K - $121K
|
105K
$287K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37.8KNew |
$96.4K - $106K
|
37.8K
$103K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
36.8KNew |
$93.8K - $103K
|
36.8K
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
28.4KNew |
$72.3K - $79.7K
|
28.4K
$77.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
20.9K+ 33.14% |
$53.3K - $58.7K
|
83.9K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.6KNew |
$47.5K - $52.3K
|
18.6K
$50.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.6K+ 7.36% |
$39.7K - $43.7K
|
227K
$617K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15K+ 150.0% |
$38.3K - $42.2K
|
25K
$68K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13.4KNew |
$34.3K - $37.8K
|
13.4K
$36.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
12KNew |
$30.6K - $33.7K
|
12K
$32.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
11.8K+ 3.92% |
$30K - $33K
|
312K
$847K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.55K+ 17.07% |
$24.4K - $26.8K
|
65.5K
$178K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.21K+ 0.65% |
$23.5K - $25.9K
|
1.42M
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.9K+ 3.19% |
$20.1K - $22.2K
|
255K
$695K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.3K+ 15.56% |
$16.1K - $17.7K
|
46.8K
$127K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.45K+ 26.87% |
$13.9K - $15.3K
|
25.8K
$70K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.36KNew |
$13.7K - $15.1K
|
5.36K
$14.6K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4KNew |
$10.2K - $11.2K
|
4K
$10.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.1K+ 1.3% |
$7.9K - $8.71K
|
241K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.86K+ 3.89% |
$7.29K - $8.03K
|
76.3K
$208K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.86K+ 0.87% |
$4.74K - $5.22K
|
215K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$2.55K - $2.81K
|
1K
$2.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1KNew |
$2.55K - $2.81K
|
1K
$2.72K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
567New |
$1.45K - $1.59K
|
567
$1.54K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
500New |
$1.28K - $1.41K
|
500
$1.36K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
333New |
$849 - $936
|
333
$906
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
116+ 0.84% |
$296 - $326
|
13.9K
$37.8K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
103+ 0.33% |
$263 - $289
|
31.2K
$84.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
100New |
$255 - $281
|
100
$272
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
81+ 0.17% |
$207 - $228
|
49K
$133K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70+ 0.29% |
$179 - $197
|
24.5K
$66.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
42+ 0.14% |
$107 - $118
|
29.2K
$79.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
35+ 0.31% |
$89.3 - $98.4
|
11.4K
$31K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13New |
$33.2 - $36.5
|
13
$35.4
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-107- 2.05% |
$273 - $301
|
5.12K
$13.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-150- 7.32% |
$383 - $422
|
1.9K
$5.17K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-150- 7.32% |
$383 - $422
|
1.9K
$5.17K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-550- 3.37% |
$1.4K - $1.55K
|
15.8K
$42.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-700- 1.06% |
$1.78K - $1.97K
|
65.4K
$178K
|