Purchases and Sales Made in Q4 2023 in Mfs Intermediate Income Trust (MIN)
This table provides information about the institutional ownership of Mfs Intermediate Income Trust (MIN) during Q4 2023. The information is specifically focused on institutions that hold shares of MFS INTERMEDIATE INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-550- 3.37% |
$1.4K - $1.55K
|
15.8K
$41.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-700- 1.06% |
$1.78K - $1.97K
|
65.4K
$172K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-994- 8.74% |
$2.53K - $2.79K
|
10.4K
$27.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.89K- 3.59% |
$4.81K - $5.3K
|
50.6K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.5K- 1.91% |
$6.38K - $7.03K
|
128K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.94K- 1.39% |
$12.6K - $13.9K
|
350K
$921K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.47K- 5.27% |
$14K - $15.4K
|
98.4K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.88K- 9.83% |
$17.5K - $19.3K
|
63.1K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-10.1K- 98.41% |
$25.8K - $28.4K
|
163
$429
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.7K- 32.37% |
$27.2K - $30K
|
22.3K
$58.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-16.5K- 32.59% |
$42.1K - $46.4K
|
34.1K
$89.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.7K- 20.23% |
$55.4K - $61K
|
85.7K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.7K- 51.06% |
$57.9K - $63.8K
|
21.8K
$57.2K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.7K- 52.13% |
$60.5K - $66.7K
|
21.8K
$57.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.6K- 15.14% |
$72.9K - $80.3K
|
160K
$421K
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-47.5K- 0.93% |
$121K - $134K
|
5.07M
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-50.2K- 0.49% |
$128K - $141K
|
10.1M
$26.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-312K- 18.01% |
$796K - $877K
|
1.42M
$3.74M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-347K- 92.04% |
$885K - $975K
|
30K
$78.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-678K- 81.8% |
$1.73M - $1.91M
|
151K
$397K
|