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MFS Intermediate Income Trust (MIN) Institutional Ownership

MFS Intermediate Income Trust logo
$2.63 -0.01 (-0.38%)
As of 03:59 PM 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)
31
Total
Institutional Inflows
(last 12 months)
$20.30M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$6.15M
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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
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%
1/29/2025Allspring 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%
1/23/2025 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%
1/15/2025Ameritas 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%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
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%
7/24/2024 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%
1/12/2024Register 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%
11/8/2023 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%
11/6/2023L.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%
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%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
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%
8/3/2023Oppenheimer & 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%
7/25/2023Ameritas Advisory Services LLC153,813$429K0.1%-5.9%0.133%
7/24/2023Allspring Global Investments Holdings LLC8,222,126$22.53M0.0%+2.2%7.109%
(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), Allspring Global Investments Holdings LLC ($20.98M), Karpus Management Inc. ($20.32M), 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), GraniteShares Advisors LLC ($524.93K), Allspring Global Investments Holdings LLC ($374.14K), and Private Advisor Group LLC ($279.55K).

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

Institutional investors have bought a total of 12,474,280 shares in the last 24 months. This purchase volume represents approximately $33.61M 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), Landscape Capital Management L.L.C. ($379.22K), Allspring Global Investments Holdings LLC ($360.49K), Transform Wealth LLC ($221.41K), Evoke Wealth LLC ($194K), Karpus Management Inc. ($191.67K), and Ameritas Advisory Services LLC ($164.66K).

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

Institutional investors have sold a total of 3,140,248 shares in the last 24 months. This volume of shares sold represents approximately $8.43M in transactions.


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This page (NYSE:MIN) was last updated on 4/21/2025 by MarketBeat.com Staff
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