MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)
CUSIP: 55273C107
Q4 2020 13F Holders as of 31 Dec 2020
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 113,852,190
- Total 13F shares
- 44,947,984
- Share change
- +1,138,548
- Total reported value
- $171,227,385
- Price per share
- $3.81
- Number of holders
- 86
- Value change
- +$4,360,249
- Number of buys
- 32
- Number of sells
- 31
Quarterly Holders Quick Answers
What is CUSIP 55273C107?
CUSIP 55273C107 identifies MIN - MFS INTERMEDIATE INCOME TRUST - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
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 |
9.9%
|
11,225,318
|
$41,870,000 | — | 30 Sep 2020 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
8.3%
|
9,489,586
|
$35,396,000 | — | 30 Sep 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
4.8%
|
5,482,301
|
$20,449,000 | — | 30 Sep 2020 | |
| Karpus Management, Inc. |
13F
|
Company |
3.9%
|
4,441,856
|
$16,568,000 | — | 30 Sep 2020 | |
| Relative Value Partners Group, LLC |
13F
|
Company |
2.8%
|
3,215,117
|
$11,992,000 | — | 30 Sep 2020 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
2.5%
|
2,868,926
|
$10,701,000 | — | 30 Sep 2020 | |
| MORGAN STANLEY |
13F
|
Company |
0.99%
|
1,125,416
|
$4,198,000 | — | 30 Sep 2020 | |
| Invesco Ltd. |
13F
|
Company |
0.93%
|
1,059,628
|
$3,952,000 | — | 30 Sep 2020 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
0.46%
|
518,132
|
$1,933,000 | — | 30 Sep 2020 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
0.43%
|
495,000
|
$1,846,000 | — | 30 Sep 2020 | |
| UBS Group AG |
13F
|
Company |
0.36%
|
406,261
|
$1,515,000 | — | 30 Sep 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.33%
|
375,671
|
$1,402,000 | — | 30 Sep 2020 | |
| CWM, LLC |
13F
|
Company |
0.23%
|
265,023
|
$991,000 | — | 30 Sep 2020 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.21%
|
237,809
|
$887,000 | — | 30 Sep 2020 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.14%
|
154,785
|
$577,000 | — | 30 Sep 2020 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.13%
|
147,641
|
$551,000 | — | 30 Sep 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.13%
|
146,457
|
$547,000 | — | 30 Sep 2020 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.12%
|
140,590
|
$524,000 | — | 30 Sep 2020 | |
| Ameritas Investment Company, LLC |
13F
|
Company |
0.12%
|
136,081
|
$503,000 | — | 30 Sep 2020 | |
| Penbrook Management LLC |
13F
|
Company |
0.11%
|
120,529
|
$450,000 | — | 30 Sep 2020 | |
| SHUFRO ROSE & CO LLC |
13F
|
Company |
0.09%
|
101,190
|
$377,000 | — | 30 Sep 2020 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.09%
|
97,990
|
$366,000 | — | 30 Sep 2020 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.08%
|
89,584
|
$334,000 | — | 30 Sep 2020 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.07%
|
78,515
|
$292,000 | — | 30 Sep 2020 | |
| Dakota Wealth Management |
13F
|
Company |
0.07%
|
74,400
|
$278,000 | — | 30 Sep 2020 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.06%
|
73,752
|
$275,000 | — | 30 Sep 2020 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.06%
|
67,965
|
$254,000 | — | 30 Sep 2020 | |
| Ancora Advisors LLC |
13F
|
Company |
0.06%
|
66,400
|
$248,000 | — | 30 Sep 2020 | |
| Greytown Advisors Inc. |
13F
|
Company |
0.05%
|
57,265
|
$214,000 | — | 30 Sep 2020 | |
| BOENNING & SCATTERGOOD, INC. |
13F
|
Company |
0.05%
|
56,950
|
$212,000 | — | 30 Sep 2020 | |
| SMITH, MOORE & CO. |
13F
|
Company |
0.05%
|
56,534
|
$211,000 | — | 30 Sep 2020 | |
| OPTIMUM INVESTMENT ADVISORS |
13F
|
Company |
0.05%
|
53,991
|
$201,000 | — | 30 Sep 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.05%
|
52,040
|
$194,000 | — | 30 Sep 2020 | |
| Meristem Family Wealth, LLC |
13F
|
Company |
0.04%
|
46,200
|
$172,000 | — | 30 Sep 2020 | |
| DIXON HUBARD FEINOUR & BROWN INC/VA |
13F
|
Company |
0.04%
|
44,800
|
$167,000 | — | 30 Sep 2020 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.04%
|
41,897
|
$156,000 | — | 30 Sep 2020 | |
| AVANTAX ADVISORY SERVICES, INC. |
13F
|
Company |
0.04%
|
40,460
|
$152,000 | — | 30 Sep 2020 | |
| LPL Financial LLC |
13F
|
Company |
0.03%
|
39,063
|
$146,000 | — | 30 Sep 2020 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.03%
|
35,477
|
$132,000 | — | 30 Sep 2020 | |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV |
13F
|
Company |
0.03%
|
33,400
|
$125,000 | — | 30 Sep 2020 | |
| Newbridge Financial Services Group, Inc. |
13F
|
Company |
0.03%
|
32,974
|
$123,000 | — | 30 Sep 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.03%
|
30,122
|
$112,000 | — | 30 Sep 2020 | |
| MARINER INVESTMENT GROUP LLC |
13F
|
Company |
0.03%
|
29,600
|
$110,000 | — | 30 Sep 2020 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.02%
|
27,584
|
$103,000 | — | 30 Sep 2020 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.02%
|
24,526
|
$92,000 | — | 30 Sep 2020 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.02%
|
22,866
|
$85,000 | — | 30 Sep 2020 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.02%
|
22,427
|
$84,000 | — | 30 Sep 2020 | |
| Kovack Advisors, Inc. |
13F
|
Company |
0.02%
|
22,407
|
$84,000 | — | 30 Sep 2020 | |
| RAYMOND JAMES TRUST N.A. |
13F
|
Company |
0.02%
|
18,651
|
$70,000 | — | 30 Sep 2020 | |
| Smith Salley Wealth Management |
13F
|
Company |
0.02%
|
18,325
|
$68,000 | — | 30 Sep 2020 |
Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) as of Q4 2020
As of 31 Dec 2020,
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) was held by
86 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
44,947,984 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, 1607 Capital Partners, LLC, WELLS FARGO & COMPANY/MN, CENTAURUS FINANCIAL, INC., Karpus Management, Inc., Relative Value Partners Group, LLC, MORGAN STANLEY, Invesco Ltd., EVOKE WEALTH, LLC, and UBS Group AG.
This page lists
86
institutional shareholders reporting positions in this security
for the Q4 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2020 vs Q3 2020 Across Filers
Q3 2020 holders
86
Q4 2020 holders
86
Holder diff
0
| Investor | Q3 2020 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q3 2020 Value $ | Q4 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.