Free Trial
→ Massive new energy source found in Utah (From Stansberry Research) (Ad) Buy MIN Stock  Free MIN Stock Alerts

MFS Intermediate Income Trust (MIN) Institutional Ownership

MFS Intermediate Income Trust logo
$2.68 -0.01 (-0.19%)
As of 12:40 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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)
31
Total
Institutional Inflows
(last 12 months)
$20.30M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$7.22M
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
4/24/2025 Allspring Global Investments Holdings LLC7,518,727$20.23M0.0%-4.7%6.607%
4/23/2025 Oppenheimer & Co. Inc.70,000$188K0.0%-29.3%0.062%
4/17/2025 Janney Montgomery Scott LLC27,631$74K0.0%-39.4%0.024%
4/16/2025 Wealth Enhancement Advisory Services LLC10,235$28K0.0%-40.8%0.009%
4/14/2025 Farther 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%
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%
1/29/2025 Allspring 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%
1/23/2025 Penbrook Management LLC37,493$100K0.1%-35.6%0.033%
1/17/2025 Janney Montgomery Scott LLC45,632$121K0.0%-29.6%0.040%
1/17/2025 Transform Wealth LLC201,094$535K0.0%N/A0.177%
1/15/2025 Ameritas 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%
11/14/2024 L.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%
How to invest in Elon Musk’s Optimus before its launch (Ad)

Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that Elon Musk himself believes "will be the biggest product ever of any kind". One well-connected Silicon Valley insider has uncovered a way for anybody to claim a stake in Optimus with as little as $100. All you'll need is a regular brokerage account.

Get all the information here.
11/7/2024 Westfuller 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%
10/31/2024 Concurrent Investment Advisors LLC20,616$56K0.0%-45.5%0.018%
10/24/2024 PFG Investments LLC12,777$35K0.0%N/A0.011%
10/22/2024Private Advisor Group LLC210,700$573K0.0%+47.1%0.184%
10/19/2024 Allspring 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%
7/29/2024 Ameritas Advisory Services LLC232,640$619K0.0%+37.6%0.204%
7/26/2024 Allspring Global Investments Holdings LLC8,230,582$21.89M0.0%+0.1%7.207%
7/24/2024 Penbrook 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%
5/1/2024 Janney 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%
1/12/2024 Register 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%
11/8/2023 Janney Montgomery Scott LLC55,962$150K0.0%-18.9%0.049%
11/8/2023 Northeast Investment Management16,450$44K0.0%N/A0.014%
11/7/2023Kingsview Wealth Management LLC211,161$566K0.0%N/A0.185%
11/6/2023 L.M. Kohn & Company31,125$83K0.0%+16.5%0.027%
11/3/2023Private Advisor Group LLC103,864$278K0.0%-4.5%0.091%
11/2/2023Shaker Financial Services LLC63,035$169K0.1%N/A0.055%
10/31/2023 GraniteShares Advisors LLC519,614$1.39M1.3%+4.0%0.455%
10/24/2023Raymond James Financial Services Advisors Inc.40,478$108K0.0%+11.2%0.035%
10/24/2023Raymond James & Associates32,933$88K0.0%-21.6%0.029%
10/11/2023 Dynamic Advisor Solutions LLC15,675$42K0.0%-64.9%0.014%
10/11/2023 Transform Wealth LLC237,594$637K0.1%-48.2%0.208%
9/1/2023 Portside Wealth Group LLC29,138$80K0.0%N/A0.025%
8/11/2023Karpus Management Inc.5,263,538$14.42M0.5%+27.5%4.551%
The collapse has already started (Ad)

The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim Plaehn reveals how the 2025 trade war is quietly eroding dividend income — and which U.S.-focused stocks are still raising payouts.

Watch the 2025 Trade War dividend protection briefing now
8/10/2023 GraniteShares Advisors LLC499,683$1.37M1.2%-1.1%0.432%
8/10/2023Sit Investment Associates Inc.19,690,850$53.95M1.4%+0.3%17.026%
8/8/2023Pekin Hardy Strauss Inc.25,821$71K0.0%-29.5%0.022%
8/3/2023Atria Wealth Solutions Inc.48,870$134K0.0%-20.7%0.042%
8/3/2023 Dynamic Advisor Solutions LLC44,687$122K0.0%-18.1%0.039%
8/3/2023 Oppenheimer & Co. Inc.98,979$271K0.0%-16.8%0.086%
8/1/2023 Portside Wealth Group LLC29,138$80K0.0%N/A0.025%
7/31/2023 Fortitude Advisory Group L.L.C.203,922$559K0.4%+11.8%0.176%
7/31/2023Dakota Wealth Management38,275$105K0.0%+25.6%0.033%
7/25/2023Raymond James & Associates42,032$115K0.0%-19.4%0.036%
(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, 61 institutional investors and hedge funds held shares of MFS Intermediate Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($64.46M), Karpus Management Inc. ($20.32M), Allspring Global Investments Holdings LLC ($20.23M), 1607 Capital Partners LLC ($20.15M), Ameriprise Financial Inc. ($4.68M), Invesco Ltd. ($2.96M), and UBS Group AG ($2.22M).Learn more on MIN's institutional investors.

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

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

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

Of the 43 institutional investors that purchased MFS Intermediate Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($4.08M), Sit Investment Associates Inc. ($2.55M), 1607 Capital Partners LLC ($2.02M), Significant Wealth Partners LLC ($546.05K), Allspring Global Investments Holdings LLC ($374.14K), Private Advisor Group LLC ($279.55K), 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 11,969,281 shares in the last 24 months. This purchase volume represents approximately $32.21M in transactions.

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

Of the 31 institutional investors that sold MFS Intermediate Income Trust 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. ($379.22K), Transform Wealth LLC ($221.41K), Evoke Wealth LLC ($194K), Karpus Management Inc. ($191.67K), and Shaker Financial Services LLC ($135.13K).

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

Institutional investors have sold a total of 3,369,799 shares in the last 24 months. This volume of shares sold represents approximately $9.04M in transactions.


Related Companies

This page (NYSE:MIN) was last updated on 5/1/2025 by MarketBeat.com Staff
From Our Partners
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
This Is How Empires Fall
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Is he more powerful than Trump?
Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...
Porter & Company | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Elon Musk’s next move from the Oval Office?
No one is closer to President Trump than Tesla CEO Elon Musk. He's been dubbed Trump's "first buddy." Tr...
Weiss Ratings | Sponsored
Trump and Buffett Are Quietly Leading America’s Gold Revival
The “Buffett Indicator” Predicts Gold Set To Dominate for Next Decade Each time the Buffett Indicator has...
Golden Portfolio | Sponsored
Massive dollar overhaul underway in D.C.?
Trump's plan to save the U.S. Dollar The U.S. Dollar is crashing, and our reserve currency status is now in...
Stansberry Research | Sponsored