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MFS Intermediate Income Trust (MIN) Institutional Ownership

$2.69
0.00 (0.00%)
(As of 07/26/2024 ET)

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)
21
Total
Institutional Inflows
(last 12 months)
$13.42M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$1.82M
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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
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%
7/22/2024 Dakota Wealth Management71,700$191K0.0%+72.5%0.063%
7/12/2024 Optimum Investment Advisors26,996$72K0.0%-50.0%0.024%
5/14/2024Karpus 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%
2/12/2024 Relative 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%
1/22/2024 Melfa Wealth Management LLC34,133$91K0.1%-32.6%0.030%
1/16/2024 Raymond James Financial Services Advisors Inc.46,776$125K0.0%+15.6%0.041%
1/16/2024 Raymond 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%
11/8/2023 Shayne & Jacobs LLC37,186$100K0.0%N/A0.033%
11/8/2023 Janney Montgomery Scott LLC55,962$150K0.0%-18.9%0.049%
11/8/2023Northeast 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%
11/2/2023Shaker Financial Services LLC63,035$169K0.1%N/A0.055%
10/31/2023GraniteShares Advisors LLC519,614$1.39M1.3%+4.0%0.455%
10/24/2023 Raymond James Financial Services Advisors Inc.40,478$108K0.0%+11.2%0.035%
10/24/2023 Raymond James & Associates32,933$88K0.0%-21.6%0.029%
10/11/2023Dynamic 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%
8/10/2023GraniteShares 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%
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8/3/2023 Atria Wealth Solutions Inc.48,870$134K0.0%-20.7%0.042%
8/3/2023Dynamic 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%
7/31/2023 Dakota Wealth Management38,275$105K0.0%+25.6%0.033%
7/25/2023 Raymond 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%
7/18/2023 Melfa Wealth Management LLC50,633$139K0.1%N/A0.044%
7/18/2023Allspring Global Investments Holdings LLC8,222,126$22.53M0.0%+2.2%7.109%
6/28/2023 Relative Value Partners Group LLC975,854$2.70M0.2%+5.5%0.844%
5/15/2023 Relative Value Partners Group LLC975,854$2.70M0.2%+5.5%0.844%
5/11/2023Karpus Management Inc.4,129,550$11.44M0.4%+9.9%3.571%
5/11/2023Elequin Securities LLC31,000$86K0.1%-12.9%0.027%
5/11/2023Sit Investment Associates Inc.19,625,955$54.36M1.5%+5.2%16.970%
5/10/2023Private Advisor Group LLC110,629$306K0.0%N/A0.096%
5/10/2023Landscape Capital Management L.L.C.29,292$81K0.0%-19.9%0.025%
5/8/2023Shaker Financial Services LLC32,000$89K0.0%N/A0.028%
5/8/2023Wolverine Asset Management LLC22,804$63K0.0%N/A0.020%
4/28/2023Ameritas Advisory Services LLC163,529$453K0.0%-47.9%0.141%
4/28/2023 Janney Montgomery Scott LLC68,029$188K0.0%-22.0%0.059%
4/24/2023GraniteShares Advisors LLC504,999$1.40M1.2%N/A0.437%
4/14/2023 Transform Wealth LLC459,000$1.27M0.1%N/A0.397%
4/14/2023 Raymond James & Associates52,145$144K0.0%+13.4%0.045%
4/13/2023Allspring Global Investments Holdings LLC8,048,506$22.29M0.0%-1.3%6.959%
2/10/2023Ameritas Advisory Services LLC313,620$866K0.0%+78.7%0.271%
2/10/2023Jackson Hole Capital Partners LLC32,327$89K0.0%-25.0%0.028%
2/10/2023Evoke Wealth LLC413,100$1.14M0.0%-6.1%0.357%
2/10/2023Sit Investment Associates Inc.18,661,151$51.51M1.4%-0.1%16.136%
2/9/2023Landscape Capital Management L.L.C.36,562$101K0.0%-73.2%0.032%
2/9/2023Elequin Securities LLC35,571$98K0.0%N/A0.031%
2/8/2023Oppenheimer & Co. Inc.118,329$327K0.0%+52.3%0.102%
2/8/2023 Dakota Wealth Management30,475$84K0.0%N/A0.026%
2/7/2023Commonwealth Equity Services LLC87,154$240K0.0%+8.8%0.075%
2/1/2023 Janney Montgomery Scott LLC87,173$241K0.0%-17.5%0.075%
1/25/2023Stephens Inc. AR130,305$360K0.0%+8.3%0.113%
1/24/2023 Penbrook Management LLC68,429$189K0.2%-38.9%0.059%
1/23/2023Allspring Global Investments Holdings LLC8,152,605$22.50M0.0%+2.2%7.049%
1/18/2023Private Advisor Group LLC106,152$287.05M0.0%+4.9%0.092%
1/13/2023Dynamic Advisor Solutions LLC58,343$161K0.0%-7.0%0.050%
12/5/2022Centaurus Financial Inc.105,215$296K0.0%-98.6%0.091%
11/15/2022Karpus Management Inc.1,781,671$5.01M0.2%+158.9%1.541%
11/15/2022 Cary Street Partners Investment Advisory LLC41,050$115K0.0%+39.9%0.035%
11/15/20221607 Capital Partners LLC10,830,162$30.43M2.4%+19.3%9.365%
11/14/2022Ameritas Advisory Services LLC175,543$493K0.0%-2.8%0.152%
11/14/2022Equitable Holdings Inc.14,000$39K0.0%N/A0.012%
11/14/2022Smith Moore & CO.48,619$137K0.0%+8.3%0.042%
11/10/2022 Relative Value Partners Group LLC607,238$1.71M0.1%+37.3%0.525%
11/9/2022Shaker Financial Services LLC16,000$45K0.0%N/A0.014%
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11/2/2022Landscape Capital Management L.L.C.136,417$383K0.1%+11.9%0.118%
11/2/2022Stephens Inc. AR120,305$338K0.0%+33.2%0.104%
10/26/2022Allspring Global Investments Holdings LLC7,975,781$22.41M0.0%+24.2%6.896%
10/20/2022Dynamic Advisor Solutions LLC62,741$176K0.0%-25.6%0.054%
10/19/2022L.M. Kohn & Company26,432$75K0.0%+66.9%0.023%
10/14/2022Private Advisor Group LLC101,176$284K0.0%+606.8%0.087%
8/16/2022 Fortitude Advisory Group L.L.C.175,853$522K0.5%+4.2%0.152%
8/15/2022Karpus Management Inc.688,286$2.04M0.1%+1,788.0%0.594%
8/13/2022NewEdge Advisors LLC320,201$951K0.0%+2.7%0.276%
8/12/2022Smith Moore & CO.44,894$133K0.0%-14.3%0.039%
(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, 44 institutional investors and hedge funds held shares of MFS Intermediate Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($53.95M), 1607 Capital Partners LLC ($27.08M), Allspring Global Investments Holdings LLC ($21.89M), Karpus Management Inc. ($20.32M), UBS Group AG ($2.22M), Significant Wealth Partners LLC ($1.46M), and GraniteShares Advisors LLC ($1.39M).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 35 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. ($5.82M), Allspring Global Investments Holdings LLC ($2.08M), Sit Investment Associates Inc. ($1.93M), 1607 Capital Partners LLC ($1.75M), Significant Wealth Partners LLC ($546.05K), GraniteShares Advisors LLC ($524.93K), and Transform Wealth LLC ($459K).

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

Institutional investors have bought a total of 14,738,197 shares in the last 24 months. This purchase volume represents approximately $40.90M in transactions.

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

Of the 24 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: Centaurus Financial Inc. ($12.31M), Transform Wealth LLC ($221.41K), Karpus Management Inc. ($191.67K), Ameritas Advisory Services LLC ($164.81K), Landscape Capital Management L.L.C. ($107.13K), Allspring Global Investments Holdings LLC ($104.10K), and Janney Montgomery Scott LLC ($78.00K).

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

Institutional investors have sold a total of 13,586,119 shares in the last 24 months. This volume of shares sold represents approximately $38.89M in transactions.


This page (NYSE:MIN) was last updated on 7/27/2024 by MarketBeat.com Staff

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