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 101 institutions that hold shares in the stock, with a total of 55.7 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,800
shares
|
$64,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
23,112
shares
|
$62,402
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
21,188
shares
|
$57,207
0.0% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
20,616
shares
|
$55,663
0.0% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,500
shares
|
$55,350
0.0% of portfolio
|
Q3 2024
Reduced 46.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,247
shares
|
$54,666
0.0% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
16,132
shares
|
$43,556
0.0% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
16,100
shares
|
$43,470
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,851
shares
|
$42,797
0.0% of portfolio
|
Q3 2023
Reduced 15.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
15,750
shares
|
$42,525
0.0% of portfolio
|
Q3 2024
Added 36.96%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
14,703
shares
|
$39,698
0.02% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,441
shares
|
$38,990
0.01% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,300
shares
|
$35,910
0.0% of portfolio
|
Q2 2024
Reduced 68.93%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
12,777
shares
|
$34,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
12,690
shares
|
$34,263
0.0% of portfolio
|
Q2 2024
Reduced 49.61%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
12,000
shares
|
$32,400
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
12,000
shares
|
$32,400
0.01% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,750
shares
|
$31,725
0.0% of portfolio
|
Q2 2021
Reduced 6.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
11,400
shares
|
$30,780
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
10,275
shares
|
$27,742
0.0% of portfolio
|
Q3 2021
Reduced 8.09%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
10,110
shares
|
$27,297
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
10,000
shares
|
$27,000
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
10,000
shares
|
$27,000
0.01% of portfolio
|
Q3 2018
Reduced 64.03%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
9,645
shares
|
$26,041
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,000
shares
|
$21,600
0.0% of portfolio
|
Q2 2024
Reduced 67.38%
|