MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)
CUSIP: 55273C107
Q4 2017 13F Holders as of 31 Dec 2017
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 113,852,190
- Total 13F shares
- 40,784,622
- Share change
- +879,631
- Total reported value
- $169,256,138
- Price per share
- $4.15
- Number of holders
- 75
- Value change
- +$3,618,558
- Number of buys
- 27
- Number of sells
- 29
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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Recent filing periods for CUSIP 55273C107:
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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
11%
|
12,216,157
|
$52,285,000 | — | 30 Sep 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
8.6%
|
9,749,856
|
$41,729,000 | — | 30 Sep 2017 | |
| Karpus Management, Inc. |
13F
|
Company |
3.3%
|
3,743,130
|
$16,021,000 | — | 30 Sep 2017 | |
| Relative Value Partners Group, LLC |
13F
|
Company |
3.1%
|
3,565,511
|
$15,260,000 | — | 30 Sep 2017 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
2%
|
2,301,021
|
$9,848,000 | — | 30 Sep 2017 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
1,312,542
|
$5,618,000 | — | 30 Sep 2017 | |
| Invesco Ltd. |
13F
|
Company |
1%
|
1,156,901
|
$4,951,000 | — | 30 Sep 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.89%
|
1,011,053
|
$4,327,000 | — | 30 Sep 2017 | |
| Kovitz Investment Group Partners, LLC |
13F
|
Company |
0.75%
|
857,102
|
$3,668,000 | — | 30 Sep 2017 | |
| UBS Group AG |
13F
|
Company |
0.49%
|
559,894
|
$2,396,000 | — | 30 Sep 2017 | |
| Ancora Advisors LLC |
13F
|
Company |
0.42%
|
472,975
|
$2,024,000 | — | 30 Sep 2017 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.39%
|
445,259
|
$1,905,000 | — | 30 Sep 2017 | |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD |
13F
|
Company |
0.26%
|
297,035
|
$1,271,000 | — | 30 Sep 2017 | |
| WEALTHSOURCE PARTNERS, LLC |
13F
|
Company |
0.22%
|
250,004
|
$1,070,000 | — | 30 Sep 2017 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.13%
|
148,723
|
$637,000 | — | 30 Sep 2017 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.12%
|
136,592
|
$585,000 | — | 30 Sep 2017 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.11%
|
126,778
|
$543,000 | — | 30 Sep 2017 | |
| DIXON HUBARD FEINOUR & BROWN INC/VA |
13F
|
Company |
0.11%
|
125,300
|
$536,000 | — | 30 Sep 2017 | |
| B. Riley Wealth Advisors, Inc. |
13F
|
Company |
0.08%
|
92,058
|
$395,000 | — | 30 Sep 2017 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.06%
|
71,146
|
$305,000 | — | 30 Sep 2017 | |
| Benchmark Capital Advisors |
13F
|
Company |
0.06%
|
66,300
|
$284,000 | — | 30 Sep 2017 | |
| Yellowstone Partners, LLC |
13F
|
Company |
0.05%
|
59,152
|
$253,000 | — | 30 Sep 2017 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.05%
|
54,130
|
$232,000 | — | 30 Sep 2017 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.05%
|
54,193
|
$230,000 | — | 30 Sep 2017 | |
| Pineno Levin & Ford Asset Management, Inc. |
13F
|
Company |
0.05%
|
51,600
|
$221,000 | — | 30 Sep 2017 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.04%
|
45,770
|
$195,000 | — | 30 Sep 2017 | |
| Commonwealth Equity Services, Inc |
13F
|
Company |
0.03%
|
39,817
|
$170,000 | — | 30 Sep 2017 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.03%
|
37,940
|
$163,000 | — | 30 Sep 2017 | |
| SMITH, MOORE & CO. |
13F
|
Company |
0.03%
|
33,639
|
$144,000 | — | 30 Sep 2017 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.03%
|
33,370
|
$143,000 | — | 30 Sep 2017 | |
| DOLIVER ADVISORS, LP |
13F
|
Company |
0.03%
|
33,008
|
$141,000 | — | 30 Sep 2017 | |
| GREATMARK INVESTMENT PARTNERS, INC. |
13F
|
Company |
0.03%
|
31,769
|
$136,000 | — | 30 Sep 2017 | |
| LPL Financial LLC |
13F
|
Company |
0.03%
|
29,107
|
$125,000 | — | 30 Sep 2017 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.02%
|
23,659
|
$101,000 | — | 30 Sep 2017 | |
| LADENBURG THALMANN FINANCIAL SERVICES INC. |
13F
|
Company |
0.02%
|
22,708
|
$97,000 | — | 30 Sep 2017 | |
| BRAVE ASSET MANAGEMENT INC |
13F
|
Company |
0.02%
|
21,300
|
$91,000 | — | 30 Sep 2017 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.02%
|
20,869
|
$89,000 | — | 30 Sep 2017 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
0.02%
|
20,155
|
$86,000 | — | 30 Sep 2017 | |
| Advisor Group, Inc. |
13F
|
Company |
0.02%
|
19,204
|
$82,000 | — | 30 Sep 2017 | |
| Smith Salley Wealth Management |
13F
|
Company |
0.02%
|
18,325
|
$78,000 | — | 30 Sep 2017 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.02%
|
17,600
|
$75,000 | — | 30 Sep 2017 | |
| American Financial Network Advisory Services LLC |
13F
|
Company |
0.01%
|
16,714
|
$72,000 | — | 30 Sep 2017 | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
13F
|
Company |
0.01%
|
16,672
|
$71,000 | — | 30 Sep 2017 | |
| PHILADELPHIA TRUST CO |
13F
|
Company |
0.01%
|
16,100
|
$69,000 | — | 30 Sep 2017 | |
| First Allied Advisory Services, Inc. |
13F
|
Company |
0.01%
|
15,566
|
$67,000 | — | 30 Sep 2017 | |
| OPTIMUM INVESTMENT ADVISORS |
13F
|
Company |
0.01%
|
14,982
|
$64,000 | — | 30 Sep 2017 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.01%
|
14,788
|
$63,000 | — | 30 Sep 2017 | |
| MONETARY MANAGEMENT GROUP INC |
13F
|
Company |
0.01%
|
12,300
|
$53,000 | — | 30 Sep 2017 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.01%
|
12,000
|
$51,000 | — | 30 Sep 2017 | |
| Virtu Financial LLC |
13F
|
Company |
0.01%
|
11,791
|
$50,000 | — | 30 Sep 2017 |
Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) as of Q4 2017
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2017 vs Q3 2017 Across Filers
| Investor | Q3 2017 Shares | Q4 2017 Shares | Share Diff | Share Chg % | Q3 2017 Value $ | Q4 2017 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
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