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 104 institutions that hold shares in the stock, with a total of 55.9 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
102,421
shares
|
$275,512
0.0% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
98,979
shares
|
$266,253
0.0% of portfolio
|
Q2 2023
Reduced 16.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
96,661
shares
|
$260,018
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
76,315
shares
|
$205,287
0.0% of portfolio
|
Q3 2024
Reduced 18.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,417
shares
|
$202,871
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
71,700
shares
|
$192,873
0.0% of portfolio
|
Q2 2024
Added 72.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
58,936
shares
|
$158,537
0.0% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
54,647
shares
|
$147,000
0.0% of portfolio
|
Q1 2024
Reduced 52.33%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
50,619
shares
|
$136,165
0.01% of portfolio
|
Q4 2023
Reduced 3.59%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
47,411
shares
|
$127,535
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
46,200
shares
|
$124,278
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
45,632
shares
|
$122,750
0.0% of portfolio
|
Q4 2024
Reduced 29.59%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
44,050
shares
|
$118,494
0.02% of portfolio
|
Q4 2021
Reduced 1.67%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
37,493
shares
|
$100,856
0.07% of portfolio
|
Q4 2024
Reduced 35.61%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
35,800
shares
|
$96,302
0.0% of portfolio
|
Q1 2024
Reduced 2.72%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
34,133
shares
|
$91,817
0.06% of portfolio
|
Q4 2023
Reduced 32.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,693
shares
|
$90,634
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
28,873
shares
|
$77,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
28,615
shares
|
$76,974
0.04% of portfolio
|
Q2 2022
Reduced 50.03%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
28,615
shares
|
$76,974
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
28,493
shares
|
$76,646
0.0% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
27,521
shares
|
$74,031
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
26,996
shares
|
$72,619
0.03% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
25,354
shares
|
$68,202
0.0% of portfolio
|
Q3 2024
Added 118.64%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
25,000
shares
|
$67,250
0.0% of portfolio
|
Q4 2023
Added 150.0%
|