Institutional Ownership Mfs Intermediate Income Trust (MIN)
This table provides information about the institutional ownership of Mfs Intermediate Income Trust (MIN). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
24,232,895
shares
|
$65.4 Million
1.46% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
8,221,061
shares
|
$22.2 Million
0.79% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
7,888,534
shares
|
$21.3 Million
0.04% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
7,575,555
shares
|
$20.5 Million
1.62% of portfolio
|
Q4 2024
Added 36.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,759,098
shares
|
$4.75 Million
0.0% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,424,671
shares
|
$3.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,113,847
shares
|
$3.01 Million
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
459,382
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
407,475
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
394,161
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
328,000
shares
|
$885,600
0.02% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
274,200
shares
|
$740,340
0.0% of portfolio
|
Q4 2024
Added 30.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
266,398
shares
|
$719,274
0.02% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
249,508
shares
|
$673,671
0.02% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
227,065
shares
|
$613,075
0.37% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
214,737
shares
|
$579,789
0.0% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
201,094
shares
|
$542,953
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
132,600
shares
|
$358,020
0.0% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
130,990
shares
|
$353,673
0.0% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
129,626
shares
|
$349,990
0.07% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
119,555
shares
|
$322,798
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
111,569
shares
|
$301,236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
106,762
shares
|
$288,257
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
99,992
shares
|
$269,978
0.0% of portfolio
|
Q4 2024
Reduced 91.07%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
98,979
shares
|
$267,243
0.0% of portfolio
|
Q2 2023
Reduced 16.81%
|