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MFS Intermediate Income Trust (MIN) Institutional Ownership

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$2.66 -0.03 (-0.93%)
Closing price 03:57 PM Eastern
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$2.66 0.00 (0.00%)
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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
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MIN Institutional Buying and Selling by Quarter

MFS Intermediate Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Integrity Alliance LLC.73,067$197K0.0%N/A0.064%
5/16/2025 NewEdge Advisors LLC93,900$253K0.0%-29.2%0.083%
5/16/2025 1607 Capital Partners LLC7,370,555$19.83M1.6%-2.7%6.477%
5/15/2025 EP Wealth Advisors LLC15,750$42K0.0%N/A0.014%
5/15/2025 Royal Bank of Canada118,274$318K0.0%-9.7%0.104%
5/13/2025 Ethos Financial Group LLC51,171$138K0.0%N/A0.045%
5/13/2025 Sit Investment Associates Inc.24,419,462$65.69M1.5%+0.8%21.459%
5/12/2025 Invesco Ltd.1,100,032$2.96M0.0%-1.2%0.967%
5/12/2025 AlphaCore Capital LLC42,200$114K0.0%N/A0.037%
5/9/2025 Shaker Financial Services LLC20,370$55K0.0%-50.3%0.018%
5/8/2025 Moors & Cabot Inc.73,629$198K0.0%N/A0.065%
5/8/2025 XTX Topco Ltd11,648$31K0.0%-53.7%0.010%
5/7/2025 LPL Financial LLC840,907$2.26M0.0%+106.4%0.739%
5/6/2025 Cetera Investment Advisers59,577$160K0.0%-16.1%0.052%
5/5/2025 Private Advisor Group LLC286,200$770K0.0%+4.4%0.251%
5/2/2025 Kingsview Wealth Management LLC245,680$661K0.0%-7.8%0.216%
5/2/2025 Dakota Wealth Management65,553$176K0.0%-8.6%0.058%
5/1/2025 Stephens Inc. AR115,755$311K0.0%-3.2%0.102%
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%
2/17/2025 Focus Partners Wealth39,100$104K0.0%N/A0.034%
2/17/2025 Cetera Investment Advisers70,979$189K0.0%-7.0%0.062%
2/17/2025 Citadel Advisors LLC29,664$79K0.0%+17.0%0.026%
2/17/2025 Cary Street Partners Financial LLC35,800$95K0.0%N/A0.031%
2/17/2025 Bank of America Corp DE394,161$1.05M0.0%+3.6%0.346%
2/17/2025 Ameriprise Financial Inc.1,759,098$4.68M0.0%+5.8%1.546%
2/14/2025 Jane Street Group LLC12,058$32K0.0%-64.2%0.011%
2/14/2025 Kovitz Investment Group Partners LLC214,737$571K0.0%-4.9%0.189%
2/14/2025 Shaker Financial Services LLC40,970$109K0.0%-76.7%0.036%
2/13/2025 1607 Capital Partners LLC7,575,555$20.15M1.6%+36.5%6.657%
2/13/2025 NewEdge Advisors LLC132,600$353K0.0%-9.3%0.117%
2/13/2025 XTX Topco Ltd25,175$67K0.0%N/A0.022%
2/13/2025 Raymond James Financial Inc.111,569$297K0.0%N/A0.098%
2/13/2025 Advisory Services Network LLC17,000$45K0.0%N/A0.015%
2/13/2025 Invesco Ltd.1,113,847$2.96M0.0%+0.9%0.979%
2/13/2025 Sit Investment Associates Inc.24,232,895$64.46M1.5%+6.7%21.294%
2/13/2025 Wells Fargo & Company MN99,992$266K0.0%-91.1%0.088%
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2/13/2025 Smith Moore & CO.43,119$115K0.0%-14.8%0.038%
2/12/2025 Landscape Capital Management L.L.C.17,455$46K0.0%-87.4%0.015%
2/11/2025 LPL Financial LLC407,475$1.08M0.0%+10.9%0.358%
2/6/2025 Raymond James Financial Inc.111,569$297K0.0%N/A0.098%
2/3/2025 Private 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%
1/28/2025 Stephens Inc. AR119,555$318K0.0%+3.5%0.105%
1/28/2025 Kingsview 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%
11/15/2024 EP Wealth Advisors LLC15,750$43K0.0%+37.0%0.014%
11/15/2024 Jane Street Group LLC33,693$92K0.0%N/A0.030%
11/15/2024 Kovitz Investment Group Partners LLC225,853$604K0.0%N/A0.198%
11/14/2024 L.M. Kohn & Company23,198$63K0.0%-26.6%0.020%
11/12/2024 Kingsview Wealth Management LLC242,388$659K0.0%+6.8%0.213%
11/9/2024 Landscape Capital Management L.L.C.138,776$377K0.0%-64.4%0.122%
11/7/2024 Westfuller Advisors LLC10,110$28K0.0%N/A0.009%
11/4/2024 Wolverine Asset Management LLC47,411$129K0.0%N/A0.042%
10/31/2024 Hara Capital LLC229,393$624K0.4%-10.6%0.201%
10/31/2024 Shaker 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%
10/22/2024 Private 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%
8/14/2024 Evoke Wealth LLC183,000$487K0.6%-51.5%0.160%
8/7/2024 Choreo LLC27,531$73K0.0%N/A0.024%
8/3/2024 Shaker 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%
7/22/2024 Dakota Wealth Management71,700$191K0.0%+72.5%0.063%
7/12/2024 Optimum Investment Advisors26,996$72K0.0%-50.0%0.024%
5/14/2024 Karpus 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%
5/1/2024 Private Advisor Group LLC136,308$363K0.0%+38.5%0.119%
3/27/2024 Nomura Holdings Inc.28,354$76K0.0%N/A0.025%
2/13/2024 Karpus Management Inc.5,071,865$13.59M0.4%-0.9%4.441%
2/13/2024 1607 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%
2/8/2024 Kingsview Wealth Management LLC226,712$608K0.0%+7.4%0.199%
2/7/2024 Shaker Financial Services LLC83,922$225K0.1%+33.1%0.073%
2/6/2024 Private Advisor Group LLC98,390$264K0.0%-5.3%0.086%
2/1/2024 Wolverine Asset Management LLC48,062$129K0.0%N/A0.042%
2/1/2024 Significant Wealth Partners LLC546,050$1.46M1.1%N/A0.478%
1/22/2024 Melfa 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%
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1/12/2024 Register Financial Advisors LLC13,445$36K0.0%N/A0.012%
11/24/2023 EP Wealth Advisors LLC11,500$31K0.0%N/A0.010%
11/9/2023 Karpus Management Inc.5,119,384$13.72M0.5%-2.7%4.482%
11/9/2023 UBS Group AG829,117$2.22M0.0%-3.9%0.726%
11/8/2023 Shayne & 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%
11/7/2023 Kingsview Wealth Management LLC211,161$566K0.0%N/A0.185%
11/6/2023 L.M. Kohn & Company31,125$83K0.0%+16.5%0.027%
11/3/2023 Private 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 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 47 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. ($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 11,303,267 shares in the last 24 months. This purchase volume represents approximately $30.30M in transactions.

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

Of the 36 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. ($371.95K), 1607 Capital Partners LLC ($255.23K), Transform Wealth LLC ($221.41K), Evoke Wealth LLC ($194K), and Karpus Management Inc. ($191.67K).

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

Institutional investors have sold a total of 3,704,383 shares in the last 24 months. This volume of shares sold represents approximately $9.95M in transactions.



This page (NYSE:MIN) was last updated on 5/21/2025 by MarketBeat.com Staff
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