Go Pro
→ Stranded On The Flood Plains of History (From Porter & Company) (Ad)tc pixel Free MIN Stock Alerts

MFS Intermediate Income Trust (MIN) Institutional Ownership

MFS Intermediate Income Trust logo
$2.46 -0.01 (-0.20%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$2.47 +0.01 (+0.20%)
As of 07/2/2026 05:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. 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)
27
Total
Institutional Inflows
(last 12 months)
$11.43M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$19.54M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MIN Institutional Buying and Selling by Quarter

MFS Intermediate Income Trust Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC39,400$99K0.0%-33.3%0.035%
5/19/2026NewEdge Advisors LLC39,400$99K0.0%-33.3%0.035%
5/19/2026Bank of America Corp DE970,447$2.44M0.0%-0.7%0.853%
5/18/2026Royal Bank of Canada104,287$262K0.0%-12.3%0.092%
5/14/2026Compound Planning Inc.25,797$65K0.0%+49.9%0.023%
5/13/2026Cetera Investment Advisers44,506$112K0.0%-33.6%0.039%
5/6/2026GatePass Capital LLC26,000$65K0.0%N/A0.023%
4/27/2026Private Advisor Group LLC347,425$872K0.0%+1.5%0.305%
4/22/2026Decision Investments Inc.163,000$409K0.5%+6.6%0.143%
4/16/2026Evolve Private Wealth LLC30,000$75K0.0%N/A0.026%
2/19/2026Compound Planning Inc.17,213$45K0.0%N/A0.015%
2/19/2026Invesco Ltd.1,067,063$2.79M0.0%-7.3%0.938%
2/18/20261607 Capital Partners LLC6,218,476$16.23M1.1%-16.0%5.464%
2/17/2026Cetera Investment Advisers67,021$175K0.0%+131.8%0.059%
2/17/2026Equitable Holdings Inc.701,847$1.83M0.0%+20.8%0.617%
2/17/2026Osaic Holdings Inc.2,107,608$5.50M0.0%+3.6%1.852%
2/16/2026Landscape Capital Management L.L.C.13,108$34K0.0%N/A0.012%
2/13/2026Wells Fargo & Company MN481,963$1.26M0.0%-11.0%0.424%
2/12/2026Jane Street Group LLC26,923$70K0.0%-41.5%0.024%
2/12/2026Commonwealth Equity Services LLC61,848$161K0.0%+167.5%0.054%
2/12/2026Sit Investment Associates Inc.29,167,975$76.13M1.5%+0.7%25.631%
2/11/2026LPL Financial LLC1,048,765$2.74M0.0%+1.7%0.922%
2/10/2026Moors & Cabot Inc.27,897$73K0.0%-30.9%0.025%
2/9/2026Kingsview Wealth Management LLC248,314$648K0.0%-7.1%0.218%
2/9/2026Integrity Alliance LLC.25,761$67K0.0%-23.5%0.023%
2/9/2026Cary Street Partners Financial LLC25,875$68K0.0%-27.7%0.023%
2/6/2026Evoke Wealth LLC113,000$295K0.0%-31.9%0.099%
2/5/2026Stephens Inc. AR124,255$324K0.0%+3.3%0.109%
2/4/2026Ameritas Advisory Services LLC265,118$692K0.0%-21.1%0.233%
2/2/2026Benjamin Edwards Inc.27,170$71K0.0%+34.7%0.024%
1/26/2026Shaker Financial Services LLC134,091$350K0.1%+55.3%0.118%
1/15/2026Allspring Global Investments Holdings LLC4,134,958$10.79M0.0%-0.9%3.634%
1/6/2026Penbrook Management LLC18,750$49K0.0%-27.0%0.016%
11/17/2025NewEdge Advisors LLC61,400$165K0.0%-24.3%0.054%
11/17/2025Susquehanna International Group LLP30,104$81K0.0%-53.3%0.026%
11/17/2025Moors & Cabot Inc.40,397$108K0.0%-19.8%0.035%
11/17/2025Integrated Wealth Concepts LLC14,661$39K0.0%N/A0.013%
11/17/2025Bank of America Corp DE898,697$2.41M0.0%+26.2%0.790%
11/17/20251607 Capital Partners LLC7,404,923$19.85M1.5%-3.2%6.507%
11/17/2025Ameriprise Financial Inc.3,232,821$8.66M0.0%+6.8%2.841%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
11/14/2025Raymond James Financial Inc.202,247$542K0.0%+52.3%0.178%
11/14/2025Equitable Holdings Inc.580,764$1.56M0.0%+14.5%0.510%
11/13/2025Invesco Ltd.1,150,617$3.08M0.0%+2.5%1.011%
11/13/2025Private Advisor Group LLC314,850$844K0.0%+8.3%0.277%
11/12/2025Smith Moore & CO.54,019$145K0.0%-7.1%0.047%
11/12/2025Kingsview Wealth Management LLC267,176$716K0.0%+8.2%0.235%
11/6/2025Ameritas Advisory Services LLC336,073$901K0.1%+2.8%0.295%
11/6/2025Advisors Asset Management Inc.305,198$818K0.0%+31.8%0.268%
11/4/2025Thrivent Financial for Lutherans40,184$108K0.0%N/A0.035%
10/27/2025Stephens Inc. AR120,255$322K0.0%+15.9%0.106%
10/23/2025Benjamin Edwards Inc.20,170$54K0.0%N/A0.018%
10/23/2025Ethos Financial Group LLC45,617$122K0.0%-10.9%0.040%
10/22/2025Shaker Financial Services LLC86,350$231K0.1%+244.7%0.076%
10/20/2025Allspring Global Investments Holdings LLC4,172,106$11.18M0.0%-40.7%3.666%
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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%


MIN Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 institutional investors and hedge funds held shares of MFS Intermediate Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($76.13M), 1607 Capital Partners LLC ($16.23M), Karpus Management Inc. ($13.85M), Allspring Global Investments Holdings LLC ($10.79M), Ameriprise Financial Inc. ($8.66M), Osaic Holdings Inc. ($5.50M), and Invesco Ltd. ($2.79M).Learn more on MFS Intermediate Income Trust's institutional investors.

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

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: Osaic Holdings Inc. ($2.03M), 1607 Capital Partners LLC ($2.02M), Sit Investment Associates Inc. ($1.92M), LPL Financial LLC ($490.68K), Ameriprise Financial Inc. ($382.23K), Raymond James Financial Inc. ($305.60K), and Advisors Asset Management Inc. ($305.20K).

Institutional investors have bought a total of 4,257,309 shares in the last 24 months. This purchase volume represents approximately $11.43M in transactions.

Of the 22 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: Allspring Global Investments Holdings LLC ($3.38M), Karpus Management Inc. ($1.94M), 1607 Capital Partners LLC ($1.43M), Invesco Ltd. ($83.55K), NewEdge Advisors LLC ($71.90K), Ameritas Advisory Services LLC ($70.96K), and Wells Fargo & Company MN ($59.75K).

Institutional investors have sold a total of 7,317,782 shares in the last 24 months. This volume of shares sold represents approximately $19.54M in transactions.


Related Companies

This page (NYSE:MIN) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel