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MFS Intermediate Income Trust (MIN) Institutional Ownership

MFS Intermediate Income Trust logo
$2.68 +0.01 (+0.19%)
As of 11:35 AM Eastern
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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)
35
Total
Institutional Inflows
(last 12 months)
$22.68M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$14.30M
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MIN Institutional Buying and Selling by Quarter

MFS Intermediate Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.2,080,926$5.64M0.0%+1,566.8%1.829%
8/15/2025EP Wealth Advisors LLC11,750$32K0.0%-25.4%0.010%
8/15/2025Bank of America Corp DE712,130$1.93M0.0%+6.5%0.626%
8/15/2025Ameriprise Financial Inc.3,026,256$8.19M0.0%+2.7%2.659%
8/14/2025Raymond James Financial Inc.132,779$360K0.0%+10.9%0.117%
8/14/2025Karpus Management Inc.5,108,866$13.85M0.4%-27.5%4.489%
8/14/2025NewEdge Advisors LLC81,150$220K0.0%-13.6%0.071%
8/13/2025M Holdings Securities Inc.260,817$703K0.1%N/A0.229%
8/13/2025Invesco Ltd.1,122,280$3.04M0.0%+2.0%0.986%
8/12/2025Advisors Asset Management Inc.231,571$628K0.0%N/A0.203%
8/11/2025Wealthspire Advisors LLC43,025$117K0.0%N/A0.038%
8/8/2025Wealth Quarterback LLC10,324$28K0.0%N/A0.009%
8/6/2025Moors & Cabot Inc.50,397$137K0.0%-31.6%0.044%
8/5/2025Shaker Financial Services LLC25,050$68K0.0%+23.0%0.022%
7/29/2025Stephens Inc. AR103,755$281K0.0%-10.4%0.091%
7/28/2025Penbrook Management LLC27,093$73K0.1%-24.5%0.024%
7/25/2025Allspring Global Investments Holdings LLC7,032,332$19.06M0.0%-6.5%6.180%
7/21/2025Ameritas Advisory Services LLC326,965$886K0.0%+31.0%0.287%
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%
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%
(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, 66 institutional investors and hedge funds held shares of MFS Intermediate Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($65.69M), 1607 Capital Partners LLC ($19.83M), Allspring Global Investments Holdings LLC ($19.06M), Karpus Management Inc. ($13.85M), Ameriprise Financial Inc. ($8.19M), Osaic Holdings Inc. ($5.64M), and Invesco Ltd. ($3.04M).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 49 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. ($2.57M), 1607 Capital Partners LLC ($2.02M), Osaic Holdings Inc. ($1.96M), Sit Investment Associates Inc. ($1.71M), Significant Wealth Partners LLC ($546.05K), LPL Financial LLC ($473.39K), 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 8,448,293 shares in the last 24 months. This purchase volume represents approximately $22.68M in transactions.

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

Of the 27 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: Karpus Management Inc. ($1.94M), Allspring Global Investments Holdings LLC ($1.22M), Wells Fargo & Company MN ($1.02M), Landscape Capital Management L.L.C. ($371.95K), 1607 Capital Partners LLC ($205K), Shaker Financial Services LLC ($155.73K), and NewEdge Advisors LLC ($65.05K).

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

Institutional investors have sold a total of 5,302,784 shares in the last 24 months. This volume of shares sold represents approximately $14.30M in transactions.


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This page (NYSE:MIN) was last updated on 9/29/2025 by MarketBeat.com Staff
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