Free Trial
→ Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps (From Weiss Ratings) (Ad) Free MIN Stock Alerts

MFS Intermediate Income Trust (MIN) Institutional Ownership

MFS Intermediate Income Trust logo
$2.69 -0.01 (-0.37%)
As of 07/3/2025 03:30 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for MFS Intermediate Income Trust (NYSE:MIN)

Current
Institutional Ownership
Percentage
50.90%
Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$15.75M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$8.16M
Get MIN Insider Trade Alerts

Want to know when executives and insiders are buying or selling MFS Intermediate Income Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MIN Institutional Buying and Selling by Quarter

MFS Intermediate Income Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Integrity Alliance LLC.73,067$197K0.0%N/A0.064%
5/16/2025NewEdge Advisors LLC93,900$253K0.0%-29.2%0.083%
5/16/20251607 Capital Partners LLC7,370,555$19.83M1.6%-2.7%6.477%
5/15/2025EP Wealth Advisors LLC15,750$42K0.0%N/A0.014%
5/15/2025Royal Bank of Canada118,274$318K0.0%-9.7%0.104%
5/13/2025Ethos Financial Group LLC51,171$138K0.0%N/A0.045%
5/13/2025Sit Investment Associates Inc.24,419,462$65.69M1.5%+0.8%21.459%
5/12/2025Invesco Ltd.1,100,032$2.96M0.0%-1.2%0.967%
5/12/2025AlphaCore Capital LLC42,200$114K0.0%N/A0.037%
5/9/2025Shaker Financial Services LLC20,370$55K0.0%-50.3%0.018%
5/8/2025Moors & Cabot Inc.73,629$198K0.0%N/A0.065%
5/8/2025XTX Topco Ltd11,648$31K0.0%-53.7%0.010%
5/7/2025LPL Financial LLC840,907$2.26M0.0%+106.4%0.739%
5/6/2025Cetera Investment Advisers59,577$160K0.0%-16.1%0.052%
5/5/2025Private Advisor Group LLC286,200$770K0.0%+4.4%0.251%
5/2/2025Kingsview Wealth Management LLC245,680$661K0.0%-7.8%0.216%
5/2/2025Dakota Wealth Management65,553$176K0.0%-8.6%0.058%
5/1/2025Stephens Inc. AR115,755$311K0.0%-3.2%0.102%
4/24/2025Allspring Global Investments Holdings LLC7,518,727$20.23M0.0%-4.7%6.607%
4/23/2025Oppenheimer & Co. Inc.70,000$188K0.0%-29.3%0.062%
4/17/2025Janney Montgomery Scott LLC27,631$74K0.0%-39.4%0.024%
4/16/2025Wealth Enhancement Advisory Services LLC10,235$28K0.0%-40.8%0.009%
4/14/2025Farther Finance Advisors LLC14,565$40K0.0%N/A0.013%
2/17/2025Focus Partners Wealth39,100$104K0.0%N/A0.034%
2/17/2025Cetera Investment Advisers70,979$189K0.0%-7.0%0.062%
2/17/2025Citadel Advisors LLC29,664$79K0.0%+17.0%0.026%
2/17/2025Cary Street Partners Financial LLC35,800$95K0.0%N/A0.031%
2/17/2025Bank of America Corp DE394,161$1.05M0.0%+3.6%0.346%
2/17/2025Ameriprise Financial Inc.1,759,098$4.68M0.0%+5.8%1.546%
2/14/2025Jane Street Group LLC12,058$32K0.0%-64.2%0.011%
2/14/2025Kovitz Investment Group Partners LLC214,737$571K0.0%-4.9%0.189%
2/14/2025Shaker Financial Services LLC40,970$109K0.0%-76.7%0.036%
2/13/20251607 Capital Partners LLC7,575,555$20.15M1.6%+36.5%6.657%
2/13/2025NewEdge Advisors LLC132,600$353K0.0%-9.3%0.117%
2/13/2025XTX Topco Ltd25,175$67K0.0%N/A0.022%
2/13/2025Raymond James Financial Inc.111,569$297K0.0%N/A0.098%
2/13/2025Advisory Services Network LLC17,000$45K0.0%N/A0.015%
2/13/2025Invesco Ltd.1,113,847$2.96M0.0%+0.9%0.979%
2/13/2025Sit Investment Associates Inc.24,232,895$64.46M1.5%+6.7%21.294%
2/13/2025Wells Fargo & Company MN99,992$266K0.0%-91.1%0.088%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/13/2025Smith Moore & CO.43,119$115K0.0%-14.8%0.038%
2/12/2025Landscape Capital Management L.L.C.17,455$46K0.0%-87.4%0.015%
2/11/2025LPL Financial LLC407,475$1.08M0.0%+10.9%0.358%
2/6/2025Raymond James Financial Inc.111,569$297K0.0%N/A0.098%
2/3/2025Private Advisor Group LLC274,200$729K0.0%+30.1%0.241%
1/29/2025Allspring Global Investments Holdings LLC7,888,534$20.98M0.0%+0.2%6.932%
1/28/2025Stephens Inc. AR119,555$318K0.0%+3.5%0.105%
1/28/2025Kingsview Wealth Management LLC266,398$709K0.0%+9.9%0.234%
1/23/2025Penbrook Management LLC37,493$100K0.1%-35.6%0.033%
1/17/2025Janney Montgomery Scott LLC45,632$121K0.0%-29.6%0.040%
1/17/2025Transform Wealth LLC201,094$535K0.0%N/A0.177%
1/15/2025Ameritas Advisory Services LLC249,508$664K0.0%-1.9%0.219%
11/15/2024EP Wealth Advisors LLC15,750$43K0.0%+37.0%0.014%
11/15/2024Jane Street Group LLC33,693$92K0.0%N/A0.030%
11/15/2024Kovitz Investment Group Partners LLC225,853$604K0.0%N/A0.198%
11/14/2024L.M. Kohn & Company23,198$63K0.0%-26.6%0.020%
11/12/2024Kingsview Wealth Management LLC242,388$659K0.0%+6.8%0.213%
11/9/2024Landscape Capital Management L.L.C.138,776$377K0.0%-64.4%0.122%
11/7/2024Westfuller Advisors LLC10,110$28K0.0%N/A0.009%
11/4/2024Wolverine Asset Management LLC47,411$129K0.0%N/A0.042%
10/31/2024Hara Capital LLC229,393$624K0.4%-10.6%0.201%
10/31/2024Shaker Financial Services LLC176,098$479K0.2%+15.5%0.154%
10/31/2024Concurrent Investment Advisors LLC20,616$56K0.0%-45.5%0.018%
10/24/2024PFG Investments LLC12,777$35K0.0%N/A0.011%
10/22/2024Private Advisor Group LLC210,700$573K0.0%+47.1%0.184%
10/19/2024Allspring Global Investments Holdings LLC7,870,088$21.41M0.0%-4.4%6.891%
9/5/2024Sanctuary Advisors LLC23,800$62K0.0%N/A0.021%
8/14/2024Evoke Wealth LLC183,000$487K0.6%-51.5%0.160%
8/7/2024Choreo LLC27,531$73K0.0%N/A0.024%
8/3/2024Shaker Financial Services LLC152,493$406K0.2%+30.6%0.134%
7/29/2024Ameritas Advisory Services LLC232,640$619K0.0%+37.6%0.204%
7/26/2024Allspring Global Investments Holdings LLC8,230,582$21.89M0.0%+0.1%7.207%
7/24/2024Penbrook Management LLC58,229$155K0.1%-7.5%0.051%
7/22/2024Dakota Wealth Management71,700$191K0.0%+72.5%0.063%
7/12/2024Optimum Investment Advisors26,996$72K0.0%-50.0%0.024%
5/14/2024Karpus Management Inc.7,640,671$20.32M0.6%+50.6%6.690%
5/1/2024Janney Montgomery Scott LLC73,337$195K0.0%+11.9%0.064%
5/1/2024Private Advisor Group LLC136,308$363K0.0%+38.5%0.119%
3/27/2024Nomura Holdings Inc.28,354$76K0.0%N/A0.025%
2/13/2024Karpus Management Inc.5,071,865$13.59M0.4%-0.9%4.441%
2/13/20241607 Capital Partners LLC10,104,432$27.08M1.9%-0.5%8.847%
2/12/2024Relative Value Partners Group LLC311,503$835K0.1%+3.9%0.273%
2/8/2024Kingsview Wealth Management LLC226,712$608K0.0%+7.4%0.199%
2/7/2024Shaker Financial Services LLC83,922$225K0.1%+33.1%0.073%
2/6/2024Private Advisor Group LLC98,390$264K0.0%-5.3%0.086%
2/1/2024Wolverine Asset Management LLC48,062$129K0.0%N/A0.042%
2/1/2024Significant Wealth Partners LLC546,050$1.46M1.1%N/A0.478%
1/22/2024Melfa Wealth Management LLC34,133$91K0.1%-32.6%0.030%
1/16/2024Raymond James Financial Services Advisors Inc.46,776$125K0.0%+15.6%0.041%
1/16/2024Raymond James & Associates22,272$60K0.0%-32.4%0.020%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
1/12/2024Register Financial Advisors LLC13,445$36K0.0%N/A0.012%
11/24/2023EP Wealth Advisors LLC11,500$31K0.0%N/A0.010%
11/9/2023Karpus Management Inc.5,119,384$13.72M0.5%-2.7%4.482%
11/9/2023UBS Group AG829,117$2.22M0.0%-3.9%0.726%
11/8/2023Shayne & Jacobs LLC37,186$100K0.0%N/A0.033%
11/8/2023Janney Montgomery Scott LLC55,962$150K0.0%-18.9%0.049%
11/8/2023Northeast Investment Management16,450$44K0.0%N/A0.014%
11/7/2023Kingsview Wealth Management LLC211,161$566K0.0%N/A0.185%
11/6/2023L.M. Kohn & Company31,125$83K0.0%+16.5%0.027%
11/3/2023Private Advisor Group LLC103,864$278K0.0%-4.5%0.091%
(Data available from 1/1/2016 forward)

MIN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MIN shares?

During the previous two years, 65 institutional investors and hedge funds held shares of MFS Intermediate Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($65.69M), Karpus Management Inc. ($20.32M), Allspring Global Investments Holdings LLC ($20.23M), 1607 Capital Partners LLC ($19.83M), Ameriprise Financial Inc. ($4.68M), Invesco Ltd. ($2.96M), and LPL Financial LLC ($2.26M).Learn more on MFS Intermediate Income Trust's institutional investors.

What percentage of MFS Intermediate Income Trust's stock is owned by institutional investors?

50.90% of MFS Intermediate Income Trust's stock is owned by institutional investors. Learn more on MIN's institutional investor holdings.

Which institutional investors have been buying MFS Intermediate Income Trust's stock?

Of the 47 institutional investors that purchased MFS Intermediate Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($3.70M), 1607 Capital Partners LLC ($2.02M), Sit Investment Associates Inc. ($1.77M), Significant Wealth Partners LLC ($546.05K), LPL Financial LLC ($473.39K), Allspring Global Investments Holdings LLC ($374.14K), and Kingsview Wealth Management LLC ($266.17K).

How much institutional buying is happening at MFS Intermediate Income Trust?

Institutional investors have bought a total of 5,895,190 shares in the last 24 months. This purchase volume represents approximately $15.75M in transactions.

Which of MFS Intermediate Income Trust's major shareholders have been selling company stock?

Of the 26 institutional investors that sold MFS Intermediate Income Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($1.02M), Allspring Global Investments Holdings LLC ($730.30K), Landscape Capital Management L.L.C. ($371.95K), 1607 Capital Partners LLC ($205K), Evoke Wealth LLC ($194K), Shaker Financial Services LLC ($155.73K), and NewEdge Advisors LLC ($52.30K).

How much institutional selling is happening at MFS Intermediate Income Trust?

Institutional investors have sold a total of 3,040,191 shares in the last 24 months. This volume of shares sold represents approximately $8.16M in transactions.


Related Companies

This page (NYSE:MIN) was last updated on 7/5/2025 by MarketBeat.com Staff
From Our Partners
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
The $15 Gold Fund That Pays Up to $1,152/Month
Gold prices are breaking records. But while everyone else is fixated on headlines… They're missing somet...
Investors Alley | Sponsored
A grave, grave error.
Famed financial analyst, Porter Stansberry, calls this technology “The Final Frontier” because it holds the ke...
Porter & Company | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
Crypto Is Pumping Again – Now Comes the Real Opportunity
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored