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MFS Intermediate Income Trust (MIN) Institutional Ownership

MFS Intermediate Income Trust logo
$13.91 -0.13 (-0.93%)
As of 11:08 AM Eastern
This is a fair market value price provided by Massive. Learn more.

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)
23
Total
Institutional Inflows
(last 12 months)
$35.44M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$67.18M
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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
11/11/2026 Private Advisor Group LLC318,718$739K0.0%N/A1.680%
11/9/2026 GatePass Capital LLC86,000$200K0.1%-85.7%0.453%
11/4/2026 Allspring Global Investments Holdings LLC4,281,075$9.93M0.0%+3.5%22.568%
9/9/2026NewEdge Advisors LLC17,800$44K0.0%-54.8%0.016%
9/2/20261607 Capital Partners LLC4,448,916$10.99M0.5%-29.8%3.909%
8/23/2026Ameritas Advisory Services LLC333,668$824K0.0%+24.3%0.293%
8/23/2026 Fortitude Advisory Group L.L.C.219,928$543K0.2%-3.5%0.193%
8/22/2026 Advisory Solutions Group LLC17,577$43K0.0%N/A0.015%
8/20/2026Susquehanna International Group LLP70,810$175K0.0%-14.8%0.062%
8/20/2026Two Sigma Securities LLC42,763$106K0.0%-57.6%0.038%
7/31/2026 GatePass Capital LLC601,200$1.49M0.6%+2,212.3%0.528%
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%
5/14/2026 Compound Planning Inc.25,797$65K0.0%+49.9%0.023%
5/13/2026Cetera Investment Advisers44,506$112K0.0%-33.6%0.039%
5/6/2026 GatePass Capital LLC26,000$65K0.0%N/A0.023%
4/27/2026 Private Advisor Group LLC347,425$872K0.0%+1.5%0.305%
4/22/2026 Decision Investments Inc.163,000$409K0.5%+6.6%0.143%
4/16/2026Evolve Private Wealth LLC30,000$75K0.0%N/A0.026%
2/19/2026 Compound 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%
2/16/2026 Landscape 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%
2/12/2026 Commonwealth 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%
2/11/2026 LPL Financial LLC1,048,765$2.74M0.0%+1.7%0.922%
2/10/2026 Moors & Cabot Inc.27,897$73K0.0%-30.9%0.025%
2/9/2026Kingsview Wealth Management LLC248,314$648K0.0%-7.1%0.218%
2/9/2026 Integrity 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%
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2/2/2026Benjamin Edwards Inc.27,170$71K0.0%+34.7%0.024%
1/26/2026 Shaker Financial Services LLC134,091$350K0.1%+55.3%0.118%
1/15/2026 Allspring Global Investments Holdings LLC4,134,958$10.79M0.0%-0.9%3.634%
1/6/2026 Penbrook 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%
11/17/2025 Moors & 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%
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%
11/13/2025 Private 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%
11/6/2025 Advisors Asset Management Inc.305,198$818K0.0%+31.8%0.268%
11/4/2025 Thrivent 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%
10/22/2025 Shaker Financial Services LLC86,350$231K0.1%+244.7%0.076%
10/20/2025 Allspring 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%
8/13/2025 M Holdings Securities Inc.260,817$703K0.1%N/A0.229%
8/13/2025Invesco Ltd.1,122,280$3.04M0.0%+2.0%0.986%
8/12/2025 Advisors Asset Management Inc.231,571$628K0.0%N/A0.203%
8/11/2025Wealthspire Advisors LLC43,025$117K0.0%N/A0.038%
8/8/2025 Wealth Quarterback LLC10,324$28K0.0%N/A0.009%
8/6/2025 Moors & Cabot Inc.50,397$137K0.0%-31.6%0.044%
8/5/2025 Shaker Financial Services LLC25,050$68K0.0%+23.0%0.022%
7/29/2025Stephens Inc. AR103,755$281K0.0%-10.4%0.091%
7/28/2025 Penbrook Management LLC27,093$73K0.1%-24.5%0.024%
7/25/2025 Allspring 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%
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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%


MIN Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 institutional investors and hedge funds held shares of MFS Intermediate Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($76.13M), Karpus Management Inc. ($13.85M), 1607 Capital Partners LLC ($10.99M), Allspring Global Investments Holdings LLC ($9.93M), 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 44 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), GatePass Capital LLC ($601.20K), LPL Financial LLC ($490.68K), Private Advisor Group LLC ($423.44K), and Ameriprise Financial Inc. ($382.23K).

Institutional investors have bought a total of 2,344,026 shares in the last 24 months. This purchase volume represents approximately $35.44M in transactions.

Of the 20 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: 1607 Capital Partners LLC ($3.32M), GatePass Capital LLC ($515.20K), Invesco Ltd. ($83.55K), NewEdge Advisors LLC ($80.75K), Ameritas Advisory Services LLC ($70.96K), Wells Fargo & Company MN ($59.75K), and Two Sigma Securities LLC ($58.07K).

Institutional investors have sold a total of 4,460,340 shares in the last 24 months. This volume of shares sold represents approximately $67.18M in transactions.



Institutional ownership data for NYSE:MIN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/11/2026. New 13F filings are added each quarter as they're published.
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