Avantax Advisory Services, Inc. Mfs Intermediate Income Trust Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	SELL	$2.55 - $2.81 $2,534 - $2,793	-994 Reduced 8.74%	10,381 $27,000
Q3 2023 Nov 07, 2023	BUY	$2.65 - $2.79 $1,486 - $1,565	561 Added 5.19%	11,375 $30,000
Q2 2023 Aug 11, 2023	BUY	$2.74 - $2.87 $591 - $619	216 Added 2.04%	10,814 $29,000
Q1 2023 Apr 28, 2023	BUY	$2.75 - $2.94 $660 - $705	240 Added 2.32%	10,598 $29,000
Q4 2022 Feb 13, 2023	BUY	$2.7 - $2.9 $631 - $678	234 Added 2.31%	10,358 $28,000
Q3 2022 Nov 01, 2022	SELL	$2.76 - $3.03 $4,874 - $5,350	-1,766 Reduced 14.85%	10,124 $28,000
Q2 2022 Aug 02, 2022	BUY	$2.85 - $3.15 $780 - $863	274 Added 2.36%	11,890 $35,000
Q1 2022 Apr 27, 2022	BUY	$3.09 - $3.57 $828 - $956	268 Added 2.36%	11,616 $37,000
Q4 2021 Jan 24, 2022	BUY	$3.55 - $3.68 $855 - $886	241 Added 2.17%	11,348 $41,000
Q3 2021 Oct 21, 2021	BUY	$3.61 - $3.74 $444 - $460	123 Added 1.12%	11,107 $41,000
Q2 2021 Jul 29, 2021	BUY	$3.64 - $3.74 $855 - $878	235 Added 2.19%	10,984 $41,000
Q1 2021 May 13, 2021	BUY	$3.61 - $3.83 $38,803 - $41,168	10,749 New	10,749 $40,000
Q4 2020 Jan 22, 2021	SELL	$3.72 - $3.83 $150,511 - $154,961	-40,460 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$3.73 - $3.92 $150,915 - $158,603	40,460 New	40,460 $152,000

Others Institutions Holding MIN

# of Institutions

99

Shares Held

57.7M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

24.4M
Shares

$64.7 Million
1.54% of portfolio
1607 Capital Partners, LLC Richmond, VA

7.37M
Shares

$19.5 Million
1.6% of portfolio
Karpus Management, Inc. Pittsford, NY

7.05M
Shares

$18.7 Million
0.78% of portfolio
Allspring Global Investments Holdings, LLC

7.03M
Shares

$18.6 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.95M
Shares

$7.81 Million
0.0% of portfolio

About MFS INTERMEDIATE INCOME TRUST

Ticker MIN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets across the globe. It primarily invests in debt instruments. The fund seeks to benchmarks the performance of its portfolio against the Barclays Intermediate U.S. Govern...

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