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 97 institutions that hold shares in the stock, with a total of 57.9 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
86,350
shares
|
$226,237
0.08% of portfolio
|
Q3 2025
Added 244.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
81,150
shares
|
$212,613
0.0% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,417
shares
|
$197,592
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
70,000
shares
|
$183,400
0.0% of portfolio
|
Q1 2025
Reduced 29.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
64,497
shares
|
$168,982
0.0% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
60,600
shares
|
$158,772
0.0% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
57,663
shares
|
$151,077
0.0% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
54,647
shares
|
$143,175
0.0% of portfolio
|
Q1 2024
Reduced 52.33%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
54,019
shares
|
$141,529
0.01% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
50,397
shares
|
$132,040
0.01% of portfolio
|
Q2 2025
Reduced 31.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
46,200
shares
|
$121,044
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
45,617
shares
|
$119,516
0.01% of portfolio
|
Q3 2025
Reduced 10.85%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
44,050
shares
|
$115,411
0.02% of portfolio
|
Q4 2021
Reduced 1.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
43,025
shares
|
$112,725
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
41,200
shares
|
$107,944
0.0% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
40,184
shares
|
$105,282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
35,800
shares
|
$93,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
34,133
shares
|
$89,428
0.05% of portfolio
|
Q4 2023
Reduced 32.59%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
30,815
shares
|
$80,735
0.0% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
28,615
shares
|
$74,971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
28,615
shares
|
$74,971
0.04% of portfolio
|
Q2 2022
Reduced 50.03%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
27,015
shares
|
$70,779
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
26,000
shares
|
$68,120
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Penbrook Management LLC
|
Oct 22, 2025 Q3 2025 |
25,693
shares
|
$67,315
0.05% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
24,154
shares
|
$63,283
0.0% of portfolio
|
Q3 2025
Reduced 9.96%
|