MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)
CUSIP: 55273C107
Q3 2021 13F Holders as of 30 Sep 2021
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 113,852,190
- Total 13F shares
- 40,178,462
- Share change
- -344,076
- Total reported value
- $145,438,245
- Price per share
- $3.62
- Number of holders
- 74
- Value change
- -$1,256,468
- Number of buys
- 27
- Number of sells
- 23
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 |
11%
|
12,196,027
|
$45,613,000 | — | 30 Jun 2021 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
7.6%
|
8,690,811
|
$32,504,000 | — | 30 Jun 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
4.9%
|
5,594,216
|
$20,922,000 | — | 30 Jun 2021 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
2.5%
|
2,847,659
|
$10,650,000 | — | 30 Jun 2021 | |
| Karpus Management, Inc. |
13F
|
Company |
2.4%
|
2,728,000
|
$10,203,000 | — | 30 Jun 2021 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
1.5%
|
1,763,982
|
$6,597,000 | — | 30 Jun 2021 | |
| Invesco Ltd. |
13F
|
Company |
1.2%
|
1,416,106
|
$5,296,000 | — | 30 Jun 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.89%
|
1,013,303
|
$3,790,000 | — | 30 Jun 2021 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
0.62%
|
705,333
|
$2,638,000 | — | 30 Jun 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.43%
|
484,243
|
$1,811,000 | — | 30 Jun 2021 | |
| UBS Group AG |
13F
|
Company |
0.32%
|
359,856
|
$1,346,000 | — | 30 Jun 2021 | |
| CWM, LLC |
13F
|
Company |
0.23%
|
265,023
|
$991,000 | — | 30 Jun 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.23%
|
263,901
|
$987,000 | — | 30 Jun 2021 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.21%
|
241,321
|
$903,000 | — | 30 Jun 2021 | |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV |
13F
|
Company |
0.16%
|
183,412
|
$686,000 | — | 30 Jun 2021 | |
| Ameritas Investment Company, LLC |
13F
|
Company |
0.14%
|
160,319
|
$600,000 | — | 30 Jun 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.13%
|
153,074
|
$572,000 | — | 30 Jun 2021 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.12%
|
141,029
|
$527,000 | — | 30 Jun 2021 | |
| Penbrook Management LLC |
13F
|
Company |
0.1%
|
118,529
|
$443,000 | — | 30 Jun 2021 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.09%
|
106,300
|
$397,000 | — | 30 Jun 2021 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.08%
|
91,418
|
$342,000 | — | 30 Jun 2021 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.08%
|
91,168
|
$341,000 | — | 30 Jun 2021 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.08%
|
85,879
|
$321,000 | — | 30 Jun 2021 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.06%
|
71,305
|
$267,000 | — | 30 Jun 2021 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.05%
|
62,120
|
$232,000 | — | 30 Jun 2021 | |
| Greytown Advisors Inc. |
13F
|
Company |
0.05%
|
57,265
|
$214,000 | — | 30 Jun 2021 | |
| OPTIMUM INVESTMENT ADVISORS |
13F
|
Company |
0.05%
|
53,991
|
$202,000 | — | 30 Jun 2021 | |
| Pekin Hardy Strauss, Inc. |
13F
|
Company |
0.05%
|
52,770
|
$197,000 | — | 30 Jun 2021 | |
| SMITH, MOORE & CO. |
13F
|
Company |
0.05%
|
52,394
|
$196,000 | — | 30 Jun 2021 | |
| Dakota Wealth Management |
13F
|
Company |
0.04%
|
49,075
|
$183,000 | — | 30 Jun 2021 | |
| BOENNING & SCATTERGOOD, INC. |
13F
|
Company |
0.04%
|
48,450
|
$181,000 | — | 30 Jun 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
47,276
|
$177,000 | — | 30 Jun 2021 | |
| Meristem Family Wealth, LLC |
13F
|
Company |
0.04%
|
46,200
|
$173,000 | — | 30 Jun 2021 | |
| DIXON HUBARD FEINOUR & BROWN INC/VA |
13F
|
Company |
0.04%
|
44,800
|
$168,000 | — | 30 Jun 2021 | |
| LPL Financial LLC |
13F
|
Company |
0.04%
|
41,149
|
$154,000 | — | 30 Jun 2021 | |
| Jackson Hole Capital Partners, LLC |
13F
|
Company |
0.04%
|
40,052
|
$150,000 | — | 30 Jun 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.02%
|
25,436
|
$95,000 | — | 30 Jun 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.02%
|
24,876
|
$93,000 | — | 30 Jun 2021 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.02%
|
24,526
|
$92,000 | — | 30 Jun 2021 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.02%
|
20,724
|
$78,000 | — | 30 Jun 2021 | |
| Newbridge Financial Services Group, Inc. |
13F
|
Company |
0.02%
|
20,661
|
$77,000 | — | 30 Jun 2021 | |
| RAYMOND JAMES TRUST N.A. |
13F
|
Company |
0.02%
|
18,651
|
$70,000 | — | 30 Jun 2021 | |
| Smith Salley Wealth Management |
13F
|
Company |
0.02%
|
18,325
|
$69,000 | — | 30 Jun 2021 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.02%
|
17,540
|
$65,000 | — | 30 Jun 2021 | |
| Parallel Advisors, LLC |
13F
|
Company |
0.01%
|
16,655
|
$62,000 | — | 30 Jun 2021 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.01%
|
16,375
|
$61,000 | — | 30 Jun 2021 | |
| PHILADELPHIA TRUST CO |
13F
|
Company |
0.01%
|
16,100
|
$60,000 | — | 30 Jun 2021 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.01%
|
15,840
|
$59,000 | — | 30 Jun 2021 | |
| NVWM, LLC |
13F
|
Company |
0.01%
|
15,000
|
$56,000 | — | 30 Jun 2021 | |
| TWO SIGMA SECURITIES, LLC |
13F
|
Company |
0.01%
|
14,336
|
$54,000 | — | 30 Jun 2021 |
Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) as of Q3 2021
As of 30 Sep 2021,
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) was held by
74 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
40,178,462 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, CENTAURUS FINANCIAL, INC., WELLS FARGO & COMPANY/MN, 1607 Capital Partners, LLC, Parametric Portfolio Associates LLC, Invesco Ltd., MORGAN STANLEY, Evoke Wealth, LLC, BANK OF AMERICA CORP /DE/, and UBS Group AG.
This page lists
74
institutional shareholders reporting positions in this security
for the Q3 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2021 vs Q2 2021 Across Filers
Q2 2021 holders
74
Q3 2021 holders
74
Holder diff
0
| Investor | Q2 2021 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q2 2021 Value $ | Q3 2021 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.