Ifp Advisors, Inc Mfs Intermediate Income Trust Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$2.7 - $2.9 $91 - $98	-34 Reduced 6.83%	464 $2,000
Q2 2022 Sep 06, 2022	BUY	$2.85 - $3.15 $1,419 - $1,568	498 New	498 $2,000
Q2 2022 Aug 12, 2022	SELL	$2.85 - $3.15 $1,419 - $1,568	-498 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$3.09 - $3.57 $1,538 - $1,777	498 New	498 $1,000
Q3 2018 Oct 25, 2018	SELL	$3.74 - $3.88 $15,337 - $15,911	-4,101 Closed	0 $0
Q3 2017 Oct 30, 2017	BUY	$4.24 - $4.34 $4,138 - $4,235	976 Added 31.23%	4,101 $18,000
Q2 2017 Jun 03, 2019	BUY	N/A	2,425 Added 346.43%	3,125 $14,000
Q2 2016 Jun 03, 2019	BUY	N/A	700	700 $3,000

Others Institutions Holding MIN

# of Institutions

102

Shares Held

55.7M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

22.7M
Shares

$60.2 Million
1.38% of portfolio
Karpus Management, Inc. Pittsford, NY

8.83M
Shares

$23.4 Million
0.78% of portfolio
Allspring Global Investments Holdings, LLC

7.87M
Shares

$20.9 Million
0.03% of portfolio
1607 Capital Partners, LLC Richmond, VA

5.55M
Shares

$14.7 Million
1.38% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.66M
Shares

$4.41 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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