MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)

CUSIP: 55273C107

Q4 2014 13F Holders as of 31 Dec 2014

Type / Class
Equity / Common Stock
Shares outstanding
113,713,691
Total 13F shares
25,988,365
Share change
+6,200,634
Total reported value
$124,219,652
Price per share
$4.78
Number of holders
83
Value change
+$29,567,088
Number of buys
40
Number of sells
22

Quarterly Holders Quick Answers

What is CUSIP 55273C107?
CUSIP 55273C107 identifies MIN - MFS INTERMEDIATE INCOME TRUST - Common Stock in SEC institutional holdings data.

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Top shareholders of MIN - MFS INTERMEDIATE INCOME TRUST - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
UBS AG
13F
Company
3.4%
3,842,968
$19,253,000 30 Sep 2014
13F
Relative Value Partners, LLC
13F
Company
2.9%
3,308,112
$16,574,000 30 Sep 2014
13F
SIT INVESTMENT ASSOCIATES INC
13F
Company
2.7%
3,048,437
$15,273,000 30 Sep 2014
13F
WELLS FARGO & COMPANY/MN
13F
Company
1.8%
2,093,898
$10,490,000 30 Sep 2014
13F
MORGAN STANLEY
13F
Company
1.8%
2,089,130
$10,467,000 30 Sep 2014
13F
NWQ INVESTMENT MANAGEMENT COMPANY, LLC
13F
Company
0.94%
1,073,254
$5,377,000 30 Sep 2014
13F
Invesco Ltd.
13F
Company
0.86%
973,963
$4,879,000 30 Sep 2014
13F
ASHFORD CAPITAL MANAGEMENT INC
13F
Company
0.62%
706,401
$3,539,000 30 Sep 2014
13F
Index Management Solutions, LLC
13F
Company
0.52%
587,516
$2,943,000 30 Sep 2014
13F
GREATMARK INVESTMENT PARTNERS, INC.
13F
Company
0.43%
490,038
$2,455,000 30 Sep 2014
13F
Ancora Advisors LLC
13F
Company
0.43%
489,975
$2,455,000 30 Sep 2014
13F
THRIVENT FINANCIAL FOR LUTHERANS
13F
Company
0.32%
369,134
$1,850,000 30 Sep 2014
13F
B. Riley Wealth Advisors, Inc.
13F
Company
0.31%
358,056
$1,794,000 30 Sep 2014
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.28%
314,144
$1,574,000 30 Sep 2014
13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC
13F
Company
0.22%
252,901
$1,267,000 30 Sep 2014
13F
Assured Investment Management LLC
13F
Company
0.21%
233,935
$1,172,000 30 Sep 2014
13F
LPL Financial LLC
13F
Company
0.18%
209,506
$1,058,000 30 Sep 2014
13F
Shaker Financial Services, LLC
13F
Company
0.15%
175,449
$879,000 30 Sep 2014
13F
Penbrook Management LLC
13F
Company
0.15%
167,667
$840,000 30 Sep 2014
13F
CITIGROUP INC
13F
Company
0.13%
149,314
$748,000 30 Sep 2014
13F
SHUFRO ROSE & CO LLC
13F
Company
0.13%
149,090
$746,000 30 Sep 2014
13F
Investors Capital Advisory Services
13F
Company
0.11%
126,352
$633,000 30 Sep 2014
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.1%
110,785
$555,000 30 Sep 2014
13F
DIXON HUBARD FEINOUR & BROWN INC/VA
13F
Company
0.08%
93,640
$469,000 30 Sep 2014
13F
Benchmark Capital Advisors
13F
Company
0.07%
82,900
$415,000 30 Sep 2014
13F
WOLVERINE ASSET MANAGEMENT LLC
13F
Company
0.06%
64,701
$324,000 30 Sep 2014
13F
WFG Advisors, LP
13F
Company
0.06%
63,862
$320,000 30 Sep 2014
13F
Pineno Levin & Ford Asset Management, Inc.
13F
Company
0.05%
59,500
$298,000 30 Sep 2014
13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
13F
Company
0.05%
58,764
$294,000 30 Sep 2014
13F
DOLIVER ADVISORS, LP
13F
Company
0.05%
56,115
$281,000 30 Sep 2014
13F
Texan Capital Management
13F
Company
0.05%
55,575
$278,000 30 Sep 2014
13F
Yellowstone Partners, LLC
13F
Company
0.05%
53,637
$269,000 30 Sep 2014
13F
ProVise Management Group, LLC
13F
Company
0.05%
51,460
$257,000 30 Sep 2014
13F
Mariner, LLC
13F
Company
0.04%
49,872
$250,000 30 Sep 2014
13F
AVALON CAPITAL MANAGEMENT
13F
Company
0.03%
32,900
$165,000 30 Sep 2014
13F
Independence Trust CO
13F
Company
0.03%
30,361
$152,000 30 Sep 2014
13F
Cambridge Investment Research Advisors, Inc.
13F
Company
0.02%
25,339
$127,000 30 Sep 2014
13F
MONETARY MANAGEMENT GROUP INC
13F
Company
0.02%
25,300
$127,000 30 Sep 2014
13F
DEUTSCHE BANK AG\
13F
Company
0.02%
25,273
$126,000 30 Sep 2014
13F
US BANCORP \DE\
13F
Company
0.02%
22,500
$113,000 30 Sep 2014
13F
Commonwealth Equity Services, Inc
13F
Company
0.02%
21,130
$106,000 30 Sep 2014
13F
Concert Wealth Management Inc.
13F
Company
0.02%
20,720
$104,000 30 Sep 2014
13F
PAYDEN & RYGEL
13F
Company
0.02%
20,000
$100,000 30 Sep 2014
13F
Bank of New York Mellon Corp
13F
Company
0.02%
19,387
$97,000 30 Sep 2014
13F
RAYMOND JAMES TRUST N.A.
13F
Company
0.02%
18,400
$92,000 30 Sep 2014
13F
STIFEL FINANCIAL CORP
13F
Company
0.02%
18,322
$92,000 30 Sep 2014
13F
BNP PARIBAS FINANCIAL MARKETS
13F
Company
0.02%
17,975
$90,055 30 Sep 2014
13F
Virtu KCG Holdings LLC
13F
Company
0.02%
17,591
$88,000 30 Sep 2014
13F
ARGENT TRUST COMPANY, N.A.
13F
Company
0.01%
15,830
$79,000 30 Sep 2014
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.01%
15,782
$79,000 30 Sep 2014
13F

Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) as of Q4 2014

As of 31 Dec 2014, MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) was held by 83 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 25,988,365 shares. The largest 10 holders included SIT INVESTMENT ASSOCIATES INC, Relative Value Partners, LLC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Karpus Management, Inc., FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD, Invesco Ltd., NWQ INVESTMENT MANAGEMENT COMPANY, LLC, UBS Group AG, and Index Management Solutions, LLC. This page lists 83 institutional shareholders reporting positions in this security for the Q4 2014 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2014 vs Q3 2014 Across Filers

Q3 2014 holders
73
Q4 2014 holders
83
Holder diff
10
Investor Q3 2014 Shares Q4 2014 Shares Share Diff Share Chg % Q3 2014 Value $ Q4 2014 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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