MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)
CUSIP: 55273C107
Q2 2020 13F Holders as of 30 Jun 2020
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 113,713,691
- Total 13F shares
- 49,606,228
- Share change
- -698,119
- Total reported value
- $183,559,508
- Price per share
- $3.70
- Number of holders
- 77
- Value change
- -$2,571,156
- Number of buys
- 30
- Number of sells
- 24
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.
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 |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
12%
|
13,391,995
|
$48,211,000 | — | 31 Mar 2020 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
10%
|
11,850,354
|
$42,661,000 | — | 31 Mar 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
6.2%
|
7,087,002
|
$25,513,000 | — | 31 Mar 2020 | |
| Karpus Management, Inc. |
13F
|
Company |
4%
|
4,578,477
|
$16,483,000 | — | 31 Mar 2020 | |
| Relative Value Partners Group, LLC |
13F
|
Company |
2.9%
|
3,243,370
|
$11,676,000 | — | 31 Mar 2020 | |
| Invesco Ltd. |
13F
|
Company |
1.2%
|
1,346,537
|
$4,848,000 | — | 31 Mar 2020 | |
| MORGAN STANLEY |
13F
|
Company |
0.77%
|
870,346
|
$3,133,000 | — | 31 Mar 2020 | |
| UBS Group AG |
13F
|
Company |
0.38%
|
437,652
|
$1,576,000 | — | 31 Mar 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.28%
|
313,287
|
$1,128,000 | — | 31 Mar 2020 | |
| CWM, LLC |
13F
|
Company |
0.23%
|
265,023
|
$991,000 | — | 31 Mar 2020 | |
| Claraphi Advisory Network, LLC |
13F
|
Company |
0.2%
|
222,676
|
$802,000 | — | 31 Mar 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.13%
|
149,658
|
$539,000 | — | 31 Mar 2020 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.12%
|
140,140
|
$505,000 | — | 31 Mar 2020 | |
| Ameritas Investment Company, LLC |
13F
|
Company |
0.12%
|
137,781
|
$496,000 | — | 31 Mar 2020 | |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV |
13F
|
Company |
0.11%
|
127,705
|
$460,000 | — | 31 Mar 2020 | |
| SHUFRO ROSE & CO LLC |
13F
|
Company |
0.09%
|
102,690
|
$370,000 | — | 31 Mar 2020 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.09%
|
99,141
|
$357,000 | — | 31 Mar 2020 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.09%
|
96,788
|
$348,000 | — | 31 Mar 2020 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.08%
|
96,072
|
$346,000 | — | 31 Mar 2020 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.08%
|
86,397
|
$311,000 | — | 31 Mar 2020 | |
| Penbrook Management LLC |
13F
|
Company |
0.07%
|
83,229
|
$300,000 | — | 31 Mar 2020 | |
| Dakota Wealth Management |
13F
|
Company |
0.07%
|
74,400
|
$268,000 | — | 31 Mar 2020 | |
| Ancora Advisors LLC |
13F
|
Company |
0.05%
|
58,500
|
$211,000 | — | 31 Mar 2020 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.05%
|
57,205
|
$206,000 | — | 31 Mar 2020 | |
| BOENNING & SCATTERGOOD, INC. |
13F
|
Company |
0.05%
|
56,950
|
$205,000 | — | 31 Mar 2020 | |
| OPTIMUM INVESTMENT ADVISORS |
13F
|
Company |
0.05%
|
53,991
|
$194,000 | — | 31 Mar 2020 | |
| DIXON HUBARD FEINOUR & BROWN INC/VA |
13F
|
Company |
0.04%
|
46,900
|
$169,000 | — | 31 Mar 2020 | |
| Meristem Family Wealth, LLC |
13F
|
Company |
0.04%
|
46,200
|
$166,000 | — | 31 Mar 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.04%
|
42,290
|
$152,000 | — | 31 Mar 2020 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.03%
|
39,351
|
$141,000 | — | 31 Mar 2020 | |
| SMITH, MOORE & CO. |
13F
|
Company |
0.03%
|
38,869
|
$140,000 | — | 31 Mar 2020 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.03%
|
29,292
|
$105,000 | — | 31 Mar 2020 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.02%
|
27,695
|
$100,000 | — | 31 Mar 2020 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.02%
|
24,526
|
$88,000 | — | 31 Mar 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.02%
|
22,230
|
$80,000 | — | 31 Mar 2020 | |
| Kovack Advisors, Inc. |
13F
|
Company |
0.02%
|
21,917
|
$79,000 | — | 31 Mar 2020 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.02%
|
21,225
|
$76,000 | — | 31 Mar 2020 | |
| First Allied Advisory Services, Inc. |
13F
|
Company |
0.02%
|
20,061
|
$72,000 | — | 31 Mar 2020 | |
| RAYMOND JAMES TRUST N.A. |
13F
|
Company |
0.02%
|
18,651
|
$67,000 | — | 31 Mar 2020 | |
| Smith Salley Wealth Management |
13F
|
Company |
0.02%
|
18,325
|
$66,000 | — | 31 Mar 2020 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.01%
|
16,375
|
$59,000 | — | 31 Mar 2020 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
16,329
|
$59,000 | — | 31 Mar 2020 | |
| PHILADELPHIA TRUST CO |
13F
|
Company |
0.01%
|
16,100
|
$58,000 | — | 31 Mar 2020 | |
| NIXON PEABODY TRUST CO |
13F
|
Company |
0.01%
|
15,000
|
$54,000 | — | 31 Mar 2020 | |
| NVWM, LLC |
13F
|
Company |
0.01%
|
15,000
|
$54,000 | — | 31 Mar 2020 | |
| Parallel Advisors, LLC |
13F
|
Company |
0.01%
|
14,906
|
$53,000 | — | 31 Mar 2020 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
0.01%
|
12,873
|
$46,000 | — | 31 Mar 2020 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.01%
|
12,706
|
$46,000 | — | 31 Mar 2020 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.01%
|
12,693
|
$46,000 | — | 31 Mar 2020 | |
| PARK AVENUE SECURITIES LLC |
13F
|
Company |
0.01%
|
12,340
|
$44,000 | — | 31 Mar 2020 |
Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) as of Q2 2020
As of 30 Jun 2020,
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) was held by
77 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
49,606,228 shares.
The largest 10 holders included
1607 Capital Partners, LLC, SIT INVESTMENT ASSOCIATES INC, WELLS FARGO & COMPANY/MN, Karpus Management, Inc., Karpus Management, Inc., Relative Value Partners Group, LLC, Invesco Ltd., MORGAN STANLEY, CENTAURUS FINANCIAL, INC., and BlackRock Inc..
This page lists
77
institutional shareholders reporting positions in this security
for the Q2 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2020 vs Q1 2020 Across Filers
Q1 2020 holders
74
Q2 2020 holders
77
Holder diff
3
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 Value $ | Q2 2020 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.